Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE ENHANCED EQUITY (EOS)

129 + 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
↑ +1
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — EOS

Based on 129 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added EOS 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
129 hedge funds hold EOS 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 — +11% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

65 buying45 selling
Last quarter: 65 funds bought or added vs 45 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.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 15 → 16 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new
74 out of 129 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.
➡️

Steady discovery — ~17 new funds/quarter

20 → 18 → 15 → 16 → 17 new funds/Q
New funds entering each quarter: 18 → 15 → 16 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 12% 1-2yr ■ 26% new
Of 129 current holders: 79 (61%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
12 of 129 holders are among the 100 largest funds by AUM, controlling 48% 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.
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 — EOS

In 2025 Q4, 65 hedge funds were net buyers of EOS (17 opened a new position, 48 added to an existing one), while 45 reduced or exited (29 trimmed, 16 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in EOS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 129.

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

Financial Services Asset Management

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: EOS
2026 Q1 Stats Unlock in 7 days 129 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 129 128 0.78%
13F Shares 11M 10M 6.41%
Total Value $261M $250M 4.43%
New Positions 17 16 +1
Increased Positions 48 54 -6
Closed Positions 16 11 +5
Reduced Positions 29 20 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EOS

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Financial Highlights

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Institutional Holders (2026 Q1)

129 + investors

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

Top 25 institutional holders of EOS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chung Wu Investment Group, LLC 2.77% 157,310 $3.2M
2 Shaker Financial Services, LLC 1.97% 275,672 $5.6M
3 PMG Family Office LLC 1.93% 84,291 $1.7M
4 JBR Co Financial Management Inc 1.34% 136,906 $3.2M
5 City Center Advisors, LLC 0.50% 26,401 $540K
6 ROMAN BUTLER FULLERTON & CO 0.50% 84,705 $1.8M
7 COMMONS CAPITAL, LLC 0.31% 18,148 $371K
8 Compass Planning Associates Inc 0.29% 22,335 $457K
9 Fairman Group, LLC 0.23% 13,000 $266K
10 TBH Global Asset Management, LLC 0.16% 39,474 $808K
11 Indivisible Partners 0.14% 77,052 $1.6M
12 Costello Asset Management, INC 0.10% 14,041 $287K
13 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.09% 71,484 $1.5M
14 Burk Holdings LLC 0.09% 10,274 $210K
15 Altus Wealth Group LLC 0.09% 10,667 $218K
16 Tyche Wealth Partners LLC 0.08% 26,425 $541K
17 WEALTH EFFECTS LLC 0.08% 11,135 $228K
18 Cordgrass Capital Advisors, LLC 0.07% 14,947 $306K
19 Empirical Asset Management, LLC 0.07% 12,945 $265K
20 Cypress Capital Management LLC (WY) 0.07% 3,550 $73K
21 Formidable Asset Management, LLC 0.06% 16,474 $386K
22 Colonial Trust Co / SC 0.05% 17,764 $363K
23 WOLVERINE ASSET MANAGEMENT LLC 0.05% 244,924 $5.0M
24 Shulman DeMeo Asset Management LLC 0.05% 10,537 $216K
25 NBC SECURITIES, INC. 0.04% 23,850 $488K
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?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added EOS 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 EOS?

Slight buying edge — 59% buying: Last quarter: 65 funds bought or added vs 45 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 — 48% AUM from top-100 funds: 12 of 129 holders are among the 100 largest funds by AUM, controlling 48% 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?

57% of holders stayed for 2+ years: 74 out of 129 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.

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.