EOI · Insider trading · 13F holders · Congress trades
Eaton Vance Enhanced Equity (EOI)
Who is buying and selling EOI: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EOI at a glance
- No open-market insider purchases or sales of EOI were filed in the last 90 days.
- 8 13F filers hold EOI among their 50 largest positions, worth $16.1M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (1.8%), PMG Family Office LLC (1.6%) and Roman Butler Fullerton & Co (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in EOI.
EOI insider trading
No open-market insider purchases or sales of EOI were filed in the last 90 days.
Who owns EOI? Hedge funds and superinvestors
8 13F filers hold EOI among their 50 largest positions, worth $16.1M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (1.8%), PMG Family Office LLC (1.6%) and Roman Butler Fullerton & Co (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Shaker Financial Services, LLCWealth manager | 1.8% | $5.4M | 273,850 | -11.6% shares | Q3 2026 |
| Roman Butler Fullerton & CoWealth manager | 1.0% | $4.4M | 22,462 | -89.7% shares | Q3 2026 |
| OxenFree Capital LLCWealth manager | 0.8% | $1.8M | 91,364 | -1.6% shares | Q3 2026 |
| PMG Family Office LLCWealth manager | 1.6% | $1.7M | 85,054 | +0.7% shares | Q3 2026 |
| Guerra Pan Advisors, LLCWealth manager | 0.4% | $769K | 39,312 | +0.0% shares | Q3 2026 |
| David J Yvars GroupWealth manager | 0.3% | $753K | 37,904 | +14.2% shares | Q3 2026 |
| TPG Advisors LLCWealth manager | 0.4% | $736K | 37,059 | -61.4% shares | Q3 2026 |
| Commons Capital, LLCWealth manager | 0.4% | $546K | 27,766 | +13.3% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 7, Q2 2026: 1). Screen EOI in the grand portfolio →
EOI stock trades by members of Congress
No member of Congress has disclosed a trade in EOI.
EOI questions and answers
Are insiders buying EOI stock?
No open-market insider purchases or sales of EOI were filed in the last 90 days.
Which hedge funds own EOI?
8 13F filers hold EOI among their 50 largest positions, worth $16.1M combined. The biggest bets by portfolio weight are Shaker Financial Services, LLC (1.8%), PMG Family Office LLC (1.6%) and Roman Butler Fullerton & Co (1.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded EOI?
No member of Congress has disclosed a trade in EOI.
Who is the largest holder of EOI?
Among 13F filers, Shaker Financial Services, LLC reports the largest EOI position, $5.4M (273,850 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Shaker Financial Services, LLC's: 1.8% of its portfolio.
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