Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Enhanced Equity (EOS)

138 + 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
↑ +15
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — EOS

Based on 138 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 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
138 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 — +8% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

71 buying45 selling
Last quarter: 71 funds were net buyers (27 opened a brand new position + 44 added to an existing one). Only 45 were sellers (33 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new EOS position: 16 → 19 → 8 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
81 out of 138 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 — ~27 new funds/quarter

16 → 16 → 19 → 8 → 27 new funds/Q
New funds entering each quarter: 16 → 19 → 8 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 23% newcomers

■ 60% veterans ■ 17% 1-2yr ■ 23% new
Entry-cohort mix of 138 holders: 83 (60%) are 2+ year veterans, 23 entered 1–2 years ago, and 32 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
18 of 138 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 71 hedge funds were net buyers of EOS (27 opened a new position, 44 added to an existing one), while 45 reduced or exited (33 trimmed, 12 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 48% of total institutional value in EOS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 138.

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

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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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: EOS
138 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 138 123 12.2%
13F Shares 12M 11M 7.04%
Total Value $252M $221M 14.01%
New Positions 27 8 +19
Increased Positions 44 47 -3
Closed Positions 12 21 -9
Reduced Positions 33 35 -2
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 Q2)

138 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chung Wu Investment Group, LLC 2.14% 147,810 $3.3M
2 Fund Advisors of America Inc/FL 2.06% 103,085 $2.3M
3 PMG Family Office LLC 1.76% 86,755 $1.9M
4 Shaker Financial Services, LLC 1.65% 238,696 $5.3M
5 JBR Co Financial Management Inc 1.20% 148,654 $3.3M
6 Chancellor Financial Group WB LP 0.49% 35,613 $785K
7 Roman Butler Fullerton & Co 0.46% 87,872 $1.9M
8 Logan Stone Capital, LLC 0.44% 95,109 $2.1M
9 Lynx Investment Advisory 0.33% 45,996 $1.0M
10 Commons Capital, LLC 0.30% 19,370 $427K
11 City Center Advisors, LLC 0.29% 16,337 $360K
12 Integrated Capital Management, INC. 0.27% 17,263 $380K
13 1607 Capital Partners, LLC 0.26% 135,552 $3.0M
14 Compass Planning Associates Inc 0.21% 17,217 $379K
15 Fairman Group, LLC 0.18% 10,255 $226K
16 TBH Global Asset Management, LLC 0.16% 39,474 $870K
17 Karpus Management, Inc. 0.13% 211,237 $4.7M
18 Global Assets Advisory, LLC 0.13% 27,708 $612K
19 Cordgrass Capital Advisors, LLC 0.12% 14,947 $329K
20 Landscape Capital Management, L.L.C. 0.11% 78,712 $1.7M
21 Axiom Investment Management LLC 0.11% 7,160 $158K
22 Guggenheim Capital LLC 0.10% 738,672 $16.3M
23 Indivisible Partners 0.09% 74,825 $1.6M
24 Altus Wealth Group LLC 0.08% 10,667 $235K
25 Larson Financial Group LLC 0.08% 145,361 $3.2M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 61% buying: Last quarter: 71 funds were net buyers (27 opened a brand new position + 44 added to an existing one). Only 45 were sellers (33 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EOS holders?

Elite ownership — 48% AUM from top-100 funds: 18 of 138 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?

59% of holders stayed for 2+ years: 81 out of 138 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.

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