EOS · Insider trading · 13F holders · Congress trades
Eaton Vance Enhanced Equity Income Fund II (EOS)
Who is buying and selling EOS: 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
- 9
- Insider buys, 90 days
- $107K
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EOS at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 EOS insider filed 1 open-market purchase worth $107K on SEC Form 4.
- 9 13F filers hold EOS among their 50 largest positions, worth $19.6M combined. The biggest bets by portfolio weight are Chung Wu Investment Group, LLC (2.1%), Fund Advisors of America Inc/FL (2.1%) and Shaker Financial Services, LLC (1.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in EOS.
- EOS last closed at $20.76 on Oct 29, 2026.
EOS insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 EOS insider filed 1 open-market purchase worth $107K on SEC Form 4.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 21, 2026 | Quinton Keith | Trustee | Buy | 5,000 | $21.39 | $107K | SEC |
Who owns EOS? Hedge funds and superinvestors
9 13F filers hold EOS among their 50 largest positions, worth $19.6M combined. The biggest bets by portfolio weight are Chung Wu Investment Group, LLC (2.1%), Fund Advisors of America Inc/FL (2.1%) and Shaker Financial Services, LLC (1.8%). 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 | 253,907 | +6.4% shares | Q3 2026 |
| JBR Co Financial Management IncWealth manager | 1.3% | $3.3M | 147,895 | -0.5% shares | Q3 2026 |
| Chung Wu Investment Group, LLCWealth manager | 2.1% | $3.3M | 147,810 | -6.0% shares | Q2 2026 |
| Fund Advisors of America Inc/FLAsset manager | 2.1% | $2.3M | 103,085 | -3.4% shares | Q2 2026 |
| Logan Stone Capital, LLCHedge fund | 0.4% | $2.1M | 95,109 | +54.4% shares | Q2 2026 |
| PMG Family Office LLCWealth manager | 1.7% | $1.9M | 88,220 | +1.7% shares | Q3 2026 |
| Chancellor Financial Group WB LPWealth manager | 0.5% | $785K | 35,613 | +2.1% shares | Q2 2026 |
| Integrated Capital Management, Inc.Hedge fund | 0.3% | $358K | 16,830 | -2.5% shares | Q3 2026 |
| Compass Planning Associates IncWealth manager | 0.1% | $256K | 12,000 | -30.3% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 4). Screen EOS in the grand portfolio →
EOS stock trades by members of Congress
No member of Congress has disclosed a trade in EOS.
EOS questions and answers
Are insiders buying EOS stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 EOS insider filed 1 open-market purchase worth $107K on SEC Form 4.
Which hedge funds own EOS?
9 13F filers hold EOS among their 50 largest positions, worth $19.6M combined. The biggest bets by portfolio weight are Chung Wu Investment Group, LLC (2.1%), Fund Advisors of America Inc/FL (2.1%) and Shaker Financial Services, LLC (1.8%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded EOS?
No member of Congress has disclosed a trade in EOS.
Who is the largest holder of EOS?
Among 13F filers, Shaker Financial Services, LLC reports the largest EOS position, $5.4M (253,907 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Chung Wu Investment Group, LLC's: 2.1% of its portfolio.
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