Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Enhanced Equity (EOI)

91 + Investors. Track Smart Money conviction in EOI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — EOI

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
92 hedge funds hold EOI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

43 buying33 selling
Last quarter: 43 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new EOI position: 11 → 16 → 12 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 22% new
57 out of 92 hedge funds have held EOI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

6 → 11 → 16 → 12 → 19 new funds/Q
New funds entering each quarter: 11 → 16 → 12 → 19. A growing number of institutions are discovering EOI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 27% newcomers

■ 63% veterans ■ 10% 1-2yr ■ 27% new
Entry-cohort mix of 92 holders: 58 (63%) are 2+ year veterans, 9 entered 1–2 years ago, and 25 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
13 of 92 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EOI

In 2026 Q2, 43 hedge funds were net buyers of EOI (19 opened a new position, 24 added to an existing one), while 33 reduced or exited (25 trimmed, 8 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 38% of total institutional value in EOI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 92.

Hedge Fund Ownership: EOI

How many hedge funds hold EOI — quarterly history vs. share price
Quarterly hedge fund ownership of EOI vs. share price

Market Analysis: EOI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: EOI
91 + Investors

Track Smart Money conviction in EOI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 91 81 12.35%
13F Shares 9M 10M -5.27%
Total Value $168M $170M -1.34%
New Positions 18 12 +6
Increased Positions 24 26 -2
Closed Positions 8 18 -10
Reduced Positions 25 21 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOI

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Institutional Holders (2026 Q2)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EOI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EOI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 1.91% 309,881 $6.1M
2 PMG Family Office LLC 1.53% 84,502 $1.7M
3 Roman Butler Fullerton & Co 1.04% 218,581 $4.4M
4 TPG Advisors LLC 1.04% 96,020 $1.9M
5 OxenFree Capital LLC 0.84% 92,825 $1.8M
6 Guerra Pan Advisors, LLC 0.43% 39,312 $773K
7 Commons Capital, LLC 0.38% 27,766 $546K
8 Lynx Investment Advisory 0.36% 55,505 $1.1M
9 David J Yvars Group 0.31% 33,185 $652K
10 Rhodes Investment Advisors Inc /Adv 0.26% 18,275 $359K
11 Brick & Kyle, Associates 0.13% 20,269 $381K
12 Axiom Investment Management LLC 0.09% 7,144 $140K
13 TMB Capital Partners, LLC 0.07% 11,304 $222K
14 Elevation Point Wealth Partners, LLC 0.07% 184,826 $3.6M
15 Horizon Financial Services, LLC 0.05% 6,350 $125K
16 Vestmark Advisory Solutions, Inc. 0.03% 182,526 $3.6M
17 Ameritas Advisory Services, LLC 0.03% 73,852 $1.5M
18 Wolverine Asset Management LLC 0.03% 155,693 $3.1M
19 Guggenheim Capital LLC 0.03% 211,996 $4.2M
20 Readystate Asset Management LP 0.02% 36,245 $713K
21 Stockman Wealth Management, Inc. 0.02% 11,000 $216K
22 Colonial Trust Co / SC 0.02% 7,000 $136K
23 Indivisible Partners 0.01% 12,777 $251K
24 Steward Partners Investment Advisory, LLC 0.01% 140,937 $2.8M
25 Stratos Wealth Advisors, LLC 0.01% 12,755 $251K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eaton Vance Enhanced Equity (EOI)

What does the Smart Money Trend signal show for EOI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EOI?

Slight buying edge — 57% buying: Last quarter: 43 funds bought or added vs 33 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EOI holders?

Strong quality — 38% AUM from major funds: 13 of 92 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EOI?

62% of holders stayed for 2+ years: 57 out of 92 hedge funds have held EOI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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