Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Enhanced Equity (EOS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — EOS

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their EOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
123 funds currently hold this stock — 90% of the 3.0-year high of 136 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EOS is almost the same as a year ago (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

55 buying56 selling
Last quarter: 55 funds bought or added vs 56 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 16 → 19 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 27% medium ■ 13% new
74 out of 123 hedge funds have held EOS 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.
📊

Peak discovery — momentum slowing

18 → 16 → 16 → 19 → 8 new funds/Q
New funds entering each quarter: 16 → 16 → 19 → 8. EOS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 18% 1-2yr ■ 19% new
Of 123 current holders: 78 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
15 of 123 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in EOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — EOS

In 2026 Q1, 55 hedge funds were net buyers of EOS (8 opened a new position, 47 added to an existing one), while 56 reduced or exited (35 trimmed, 21 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 49% of total institutional value in EOS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 123.

Hedge Fund Ownership: EOS

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

Market Analysis: EOS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EOS

-- --

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

Is It Too Late to Buy Eaton Vance Enhanced Equity (EOS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EOS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EOS
+6.7%
XLF
+9.5%

EOS outperformed XLF by -2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EOS
-2.3%
XLF
+5.8%

Since the filing became public, EOS outperformed XLF by -8.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: EOS
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 136 -10.29%
13F Shares 11M 11M -3.7%
Total Value $221M $268M -17.47%
New Positions 7 19 -12
Increased Positions 47 49 -2
Closed Positions 21 16 +5
Reduced Positions 35 30 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOS

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Institutional Holders (2026 Q1)

122 + investors

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

QUARTER:
Top 25 EOS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chung Wu Investment Group, LLC 2.77% 157,310 $3.2M
2 Fund Advisors of America Inc/FL 2.21% 106,662 $2.2M
3 Shaker Financial Services, LLC 1.97% 275,672 $5.6M
4 PMG Family Office LLC 1.93% 84,291 $1.7M
5 JBR Co Financial Management Inc 1.34% 136,906 $3.2M
6 Chancellor Financial Group WB LP 0.51% 34,879 $714K
7 City Center Advisors, LLC 0.50% 26,401 $540K
8 Roman Butler Fullerton & Co 0.50% 84,705 $1.8M
9 Logan Stone Capital, LLC 0.35% 61,594 $1.3M
10 Commons Capital, LLC 0.31% 18,148 $371K
11 Compass Planning Associates Inc 0.29% 22,335 $457K
12 Fairman Group, LLC 0.23% 13,000 $266K
13 1607 Capital Partners, LLC 0.19% 128,981 $2.6M
14 TBH Global Asset Management, LLC 0.16% 39,474 $808K
15 Indivisible Partners 0.14% 77,052 $1.6M
16 Guggenheim Capital LLC 0.12% 728,260 $14.9M
17 Costello Asset Management, INC 0.10% 14,041 $287K
18 Axiom Investment Management LLC 0.09% 6,074 $124K
19 Landscape Capital Management, L.L.C. 0.09% 71,484 $1.5M
20 Larson Financial Group LLC 0.09% 141,989 $2.9M
21 Burk Holdings LLC 0.09% 10,274 $210K
22 Altus Wealth Group LLC 0.09% 10,667 $218K
23 Sunbelt Securities, Inc. 0.09% 69,019 $1.4M
24 Tyche Wealth Partners LLC 0.08% 26,425 $541K
25 Wealth Effects LLC 0.08% 11,135 $228K
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 (EOS)

What does the Smart Money Trend signal show for EOS?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their EOS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EOS?

Slight buying edge — 50% buying: Last quarter: 55 funds bought or added vs 56 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 EOS holders?

Elite ownership — 49% AUM from top-100 funds: 15 of 123 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in EOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EOS?

60% of holders stayed for 2+ years: 74 out of 123 hedge funds have held EOS 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.

Is it too late to buy Eaton Vance Enhanced Equity (EOS) following the 2026 Q1 hedge fund 13F filings?

As of today, EOS has moved -2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -8.1%. Since the quarter end (March 31, 2026), EOS has gained +6.7% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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