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Eaton Vance Enhanced Equity Income Fund

Regulatory Filings Mar 1, 2010

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N-Q 1 b79654a1nvq.htm EATON VANCE ENHANCED EQUITY INCOME FUND Eaton Vance Enhanced Equity Income Fund PAGEBREAK

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549

Form N-Q

QUARTERLY SCHEDULE OF PORTFOLIO HOLDINGS OF REGISTERED

MANAGEMENT INVESTMENT COMPANIES

811-21614

Investment Company Act File Number

Eaton Vance Enhanced Equity Income Fund

(Exact Name of Registrant as Specified in Charter)

Two International Place, Boston, Massachusetts 02110

(Address of Principal Executive Offices)

Maureen A. Gemma

Two International Place, Boston, Massachusetts 02110

(Name and Address of Agent for Services)

(617) 482-8260

(Registrant’s Telephone Number, Including Area Code)

September 30

Date of Fiscal Year End

December 31, 2009

Date of Reporting Period

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TABLE OF CONTENTS

Item 2. Controls and Procedures
Signatures
EX-99.CERT Section 302 Certification

/TOC

Table of Contents

link2 "Item 1. Schedule of Investments"

Item 1. Schedule of Investments

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Eaton Vance Enhanced Equity Income Fund as of December 31, 2009

PORTFOLIO OF INVESTMENTS (Unaudited)

Common Stocks — 101.8% (1)

Security Value
Aerospace & Defense — 1.8%
General Dynamics Corp. 87,890 $ 5,991,461
Lockheed Martin Corp. 51,489 3,879,696
$ 9,871,157
Air Freight & Logistics — 0.7%
FedEx Corp. 49,044 $ 4,092,722
$ 4,092,722
Beverages — 2.0%
Coca-Cola Co. (The) 53,661 $ 3,058,677
PepsiCo, Inc. 129,030 7,845,024
$ 10,903,701
Biotechnology — 1.4%
Amgen,
Inc. (2) 94,121 $ 5,324,425
Celgene
Corp. (2) 37,704 2,099,359
$ 7,423,784
Capital Markets — 3.5%
Goldman Sachs Group, Inc. 66,584 $ 11,242,042
Northern Trust Corp. 94,239 4,938,124
State Street Corp. 72,658 3,163,529
$ 19,343,695
Chemicals — 0.6%
Monsanto Co. 38,443 $ 3,142,715
$ 3,142,715
Commercial Banks — 3.1%
PNC Financial Services Group, Inc. 77,948 $ 4,114,875
U.S. Bancorp 147,462 3,319,369
Wells Fargo & Co. 352,605 9,516,809
$ 16,951,053
Commercial Services & Supplies — 1.2%
Waste Management, Inc. 196,926 $ 6,658,068
$ 6,658,068
Communications Equipment — 2.9%
Cisco Systems,
Inc. (2) 479,090 $ 11,469,415
QUALCOMM, Inc. 99,159 4,587,095
$ 16,056,510
Computers & Peripherals — 6.9%
Apple,
Inc. (2) 80,679 $ 17,011,974
Hewlett-Packard Co. 173,570 8,940,591
International Business Machines Corp. 90,748 11,878,913
$ 37,831,478
Consumer Finance — 0.6%
American Express Co. 81,560 $ 3,304,811
$ 3,304,811
Diversified Financial Services — 4.3%
Bank of America Corp. 684,141 $ 10,303,164
JPMorgan Chase & Co. 314,081 13,087,755
$ 23,390,919

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Security Value
Diversified Telecommunication
Services — 1.5%
AT&T, Inc. 184,977 $ 5,184,906
Verizon Communications, Inc. 97,933 3,244,520
$ 8,429,426
Electric Utilities — 0.9%
American Electric Power Co., Inc. 47,461 $ 1,651,168
FirstEnergy Corp. 70,920 3,294,234
$ 4,945,402
Electrical Equipment — 1.1%
Emerson Electric Co. 145,504 $ 6,198,470
$ 6,198,470
Electronic Equipment, Instruments &
Components — 1.3%
Corning, Inc. 376,802 $ 7,276,047
$ 7,276,047
Energy Equipment & Services — 1.9%
Diamond Offshore Drilling, Inc. 56,951 $ 5,605,118
Schlumberger, Ltd. 70,849 4,611,561
$ 10,216,679
Food & Staples Retailing — 1.9%
CVS Caremark Corp. 192,184 $ 6,190,246
Wal-Mart Stores, Inc. 78,013 4,169,795
$ 10,360,041
Food Products — 1.9%
Kellogg Co. 53,781 $ 2,861,149
Nestle SA ADR 154,966 7,492,606
$ 10,353,755
Health Care Equipment &
Supplies — 3.7%
Baxter International, Inc. 69,166 $ 4,058,661
Boston Scientific
Corp. (2) 318,419 2,865,771
Covidien PLC 78,455 3,757,210
HeartWare International,
Inc. (2) 80,605 2,859,025
Thoratec
Corp. (2) 124,552 3,352,940
Zimmer Holdings,
Inc. (2) 54,875 3,243,661
$ 20,137,268
Health Care Providers &
Services — 0.3%
Fresenius Medical Care AG & Co. KGaA ADR 30,548 $ 1,619,349
$ 1,619,349
Hotels, Restaurants & Leisure — 1.2%
Carnival
Corp. (2) 96,329 $ 3,052,666
McDonald’s Corp. 59,071 3,688,393
$ 6,741,059
Household Products — 3.8%
Colgate-Palmolive Co. 131,123 $ 10,771,754
Procter & Gamble Co. 164,231 9,957,326
$ 20,729,080
Industrial Conglomerates — 2.2%
General Electric Co. 796,943 $ 12,057,748
$ 12,057,748

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Security Value
Insurance — 2.2%
Lincoln National Corp. 120,087 $ 2,987,765
MetLife, Inc. 111,605 3,945,237
Prudential Financial, Inc. 98,694 4,911,013
$ 11,844,015
Internet & Catalog Retail — 1.3%
Amazon.com,
Inc. (2) 54,610 $ 7,346,137
$ 7,346,137
Internet Software & Services — 2.0%
Google, Inc.,
Class A (2) 17,812 $ 11,043,084
$ 11,043,084
IT Services — 2.1%
MasterCard, Inc., Class A 27,465 $ 7,030,491
Western Union Co. 226,316 4,266,056
$ 11,296,547
Life Sciences Tools & Services — 0.8%
Thermo Fisher Scientific,
Inc. (2) 97,676 $ 4,658,168
$ 4,658,168
Machinery — 3.9%
Danaher Corp. 91,520 $ 6,882,304
Deere & Co. 84,560 4,573,850
Illinois Tool Works, Inc. 150,641 7,229,262
PACCAR, Inc. 72,756 2,638,860
$ 21,324,276
Media — 0.6%
Walt Disney Co. (The) 108,475 $ 3,498,319
$ 3,498,319
Metals & Mining — 3.7%
BHP Billiton, Ltd. ADR 43,446 $ 3,327,094
Freeport-McMoRan Copper & Gold,
Inc. (2) 39,775 3,193,535
Goldcorp, Inc. 274,055 10,781,324
United States Steel Corp. 56,082 3,091,240
$ 20,393,193
Multi-Utilities — 1.2%
PG&E Corp. 83,297 $ 3,719,211
Public Service Enterprise Group, Inc. 91,570 3,044,703
$ 6,763,914
Multiline Retail — 0.9%
Target Corp. 98,969 $ 4,787,131
$ 4,787,131
Oil, Gas & Consumable Fuels — 10.2%
Anadarko Petroleum Corp. 118,517 $ 7,397,831
Chevron Corp. 168,484 12,971,583
Exxon Mobil Corp. 158,018 10,775,247
Hess Corp. 131,106 7,931,913
Occidental Petroleum Corp. 115,825 9,422,364
Total SA ADR 24,618 1,576,537
XTO Energy, Inc. 127,209 5,919,035
$ 55,994,510
Personal Products — 0.4%
Avon Products, Inc. 61,884 $ 1,949,346
$ 1,949,346

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Security Value
Pharmaceuticals — 6.4%
Abbott Laboratories 98,225 $ 5,303,168
Bristol-Myers Squibb Co. 163,695 4,133,299
Johnson & Johnson 201,616 12,986,086
Merck & Co., Inc. 55,170 2,015,912
Pfizer, Inc. 576,044 10,478,240
$ 34,916,705
Real Estate Investment Trusts
(REITs) — 0.2%
AvalonBay Communities, Inc. 5,597 $ 459,570
Boston Properties, Inc. 6,279 421,132
$ 880,702
Road & Rail — 0.8%
CSX Corp. 86,531 $ 4,195,888
$ 4,195,888
Semiconductors & Semiconductor
Equipment — 2.8%
ASML Holding NV ADR 201,450 $ 6,867,430
Intel Corp. 222,873 4,546,609
NVIDIA
Corp. (2) 203,385 3,799,232
$ 15,213,271
Software — 4.0%
Microsoft Corp. 450,116 $ 13,724,037
Oracle Corp. 331,155 8,126,544
$ 21,850,581
Specialty Retail — 4.8%
Best Buy Co., Inc. 114,814 $ 4,530,560
Gap, Inc. (The) 152,429 3,193,388
Home Depot, Inc. 268,893 7,779,075
Staples, Inc. 254,538 6,259,089
TJX Companies, Inc. (The) 126,283 4,615,644
$ 26,377,756
Textiles, Apparel & Luxury
Goods — 1.2%
NIKE, Inc., Class B 95,523 $ 6,311,205
$ 6,311,205
Tobacco — 1.0%
Philip Morris International, Inc. 118,436 $ 5,707,431
$ 5,707,431
Wireless Telecommunication Services — 0.6%
American Tower Corp.,
Class A (2) 76,823 $ 3,319,522
$ 3,319,522
Total Common Stocks (identified cost $515,073,844) $ 557,706,638

Short-Term Investments — 1.0%

Description Interest — (000’s omitted) Value
Cash Management Portfolio,
0.00% (3) $ 5,743 $ 5,742,597
Total Short-Term Investments (identified cost $5,742,597) $ 5,742,597
Total Investments — 102.8% (identified cost $520,816,441) $ 563,449,235

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Covered Call Options Written — (2.9)%

Security Number of — Contracts Strike — Price Expiration — Date Value
Abbott Laboratories 515 $ 52.50 2/20/10 $ (115,360 )
Amazon.com, Inc. 269 100.00 1/16/10 (961,675 )
Amazon.com, Inc. 135 135.00 1/16/10 (51,300 )
American Electric Power Co., Inc. 350 31.00 2/20/10 (136,500 )
American Express Co. 600 41.00 1/16/10 (39,000 )
American Tower Corp., Class A 370 37.50 1/16/10 (222,000 )
Amgen, Inc. 670 60.00 1/16/10 (17,420 )
Anadarko Petroleum Corp. 880 65.00 2/20/10 (198,000 )
Apple, Inc. 397 195.00 1/16/10 (662,990 )
Apple, Inc. 100 200.00 2/20/10 (184,000 )
ASML Holding NV ADR 1,987 35.00 1/16/10 (94,382 )
AT&T, Inc. 976 26.00 1/16/10 (219,600 )
Avon Products, Inc. 455 35.00 1/16/10 (11,375 )
Bank of America Corp. 5,060 17.00 2/20/10 (131,560 )
Baxter International, Inc. 510 55.00 2/20/10 (236,130 )
Best Buy Co., Inc. 690 45.00 3/20/10 (41,400 )
BHP Billiton, Ltd. ADR 215 75.00 2/20/10 (101,050 )
Boston Properties, Inc. 20 70.00 1/16/10 (1,500 )
Boston Scientific Corp. 2,355 8.00 2/20/10 (270,825 )
Bristol-Myers Squibb Co. 1,000 26.00 3/20/10 (95,000 )
Carnival Corp. 715 34.00 1/16/10 (10,725 )
Celgene Corp. 275 55.00 1/16/10 (53,625 )
Chevron Corp. 1,010 80.00 3/20/10 (140,390 )
Cisco Systems, Inc. 3,545 24.00 1/16/10 (159,525 )
Coca Cola Co. (The) 300 55.00 1/16/10 (71,100 )
Colgate-Palmolive Co. 650 85.00 2/20/10 (94,250 )
Corning, Inc. 1,970 16.00 2/20/10 (669,800 )
Corning, Inc. 300 19.00 2/20/10 (37,500 )
Covidien PLC 470 45.00 1/16/10 (160,270 )
CSX Corp. 430 50.00 2/20/10 (62,350 )
CVS Caremark Corp. 1,420 32.00 2/20/10 (213,000 )
Danaher Corp. 550 75.00 3/20/10 (173,250 )
Deere & Co. 510 55.00 3/20/10 (145,350 )
Diamond Offshore Drilling, Inc. 340 98.13 3/20/10 (211,820 )
Emerson Electric Co. 875 42.00 3/20/10 (188,125 )
Exxon Mobil Corp. 765 70.00 1/16/10 (27,540 )
FedEx Corp. 305 80.00 1/16/10 (134,200 )
FirstEnergy Corp. 699 50.00 1/16/10 (3,495 )
Freeport-McMoRan Copper & Gold, Inc. 200 85.00 2/20/10 (56,000 )
Fresenius Medical Care AG & Co. KGaA ADR 160 55.00 1/16/10 (2,800 )
Gap, Inc. (The) 915 21.00 3/20/10 (118,950 )
General Dynamics Corp. 460 65.00 2/20/10 (188,600 )
General Electric Co. 4,785 16.00 3/20/10 (220,110 )
Goldman Sachs Group, Inc. 500 195.00 1/16/10 (9,000 )
Google, Inc., Class A 105 600.00 3/20/10 (425,250 )
Hess Corp. 685 60.00 2/20/10 (226,050 )
Hewlett-Packard Co. 860 50.00 2/20/10 (241,660 )
Home Depot, Inc. 1,010 27.00 2/20/10 (244,420 )
Home Depot, Inc. 605 29.00 2/20/10 (56,265 )
Illinois Tool Works, Inc. 905 50.00 3/20/10 (131,225 )
Intel Corp. 1,165 19.00 1/16/10 (187,565 )
International Business Machines Corp. 447 130.00 1/16/10 (106,386 )
Johnson & Johnson 1,989 65.00 1/16/10 (87,516 )
JPMorgan Chase & Co. 1,885 42.00 3/20/10 (452,400 )
Kellogg Co. 285 55.00 1/16/10 (2,850 )
Lockheed Martin Corp. 310 80.00 3/20/10 (41,850 )
MasterCard, Inc., Class A 210 210.00 1/16/10 (980,700 )
McDonald’s Corp. 355 62.50 3/20/10 (71,710 )
Merck & Co., Inc. 29 32.50 1/16/10 (12,876 )

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Security Number of — Contracts Strike — Price Expiration — Date Value
MetLife, Inc. 670 $ 36.00 3/20/10 $ (130,650 )
Microsoft Corp. 2,465 26.00 1/16/10 (1,121,575 )
Microsoft Corp. 870 30.00 1/16/10 (67,860 )
Monsanto Co. 285 80.00 1/16/10 (82,650 )
NIKE, Inc., Class B 680 65.00 1/16/10 (131,920 )
Northern Trust Corp. 380 60.00 1/16/10 (9,500 )
Northern Trust Corp. 185 50.00 2/20/10 (67,525 )
NVIDIA Corp. 1,220 18.00 3/20/10 (241,560 )
Occidental Petroleum Corp. 695 85.00 2/20/10 (135,525 )
Oracle Corp. 1,990 24.00 3/20/10 (298,500 )
PACCAR, Inc. 380 38.00 2/20/10 (39,900 )
PepsiCo, Inc. 970 62.50 1/16/10 (19,400 )
Pfizer, Inc. 3,460 18.00 3/20/10 (332,160 )
PG&E Corp. 400 45.00 1/16/10 (26,000 )
Philip Morris International, Inc. 710 50.00 3/20/10 (92,300 )
PNC Financial Services Group, Inc. 400 55.00 2/20/10 (82,000 )
Procter & Gamble Co. 810 57.50 1/16/10 (271,350 )
Prudential Financial, Inc. 600 50.00 3/20/10 (222,000 )
Public Service Enterprise Group, Inc. 550 35.00 3/20/10 (134,750 )
QUALCOMM, Inc. 489 44.00 1/16/10 (121,761 )
QUALCOMM, Inc. 245 45.00 1/16/10 (40,670 )
Schlumberger, Ltd. 525 65.00 2/20/10 (165,375 )
Staples, Inc. 1,530 24.00 3/20/10 (244,800 )
State Street Corp. 535 42.00 2/20/10 (181,900 )
Target Corp. 976 55.00 1/16/10 (2,928 )
Thermo Fisher Scientific, Inc. 590 50.00 3/20/10 (73,750 )
TJX Companies, Inc. (The) 745 40.00 1/16/10 (3,725 )
Total SA ADR 130 60.00 2/20/10 (76,700 )
U.S. Bancorp 885 23.00 3/20/10 (99,120 )
United States Steel Corp. 265 44.00 1/16/10 (300,113 )
Verizon Communications, Inc. 265 29.00 1/16/10 (109,975 )
Verizon Communications, Inc. 325 33.00 2/20/10 (25,025 )
Wal-Mart Stores, Inc. 470 52.50 3/20/10 (106,220 )
Walt Disney Co. (The) 695 29.00 1/16/10 (229,350 )
Waste Management, Inc. 915 30.00 1/16/10 (366,000 )
Wells Fargo & Co. 2,625 31.00 1/16/10 (10,500 )
Western Union Co. 1,675 20.00 2/20/10 (83,750 )
Zimmer Holdings, Inc. 330 60.00 3/20/10 (85,800 )
Total Covered Call Options Written (premiums received $16,328,073) $ (16,046,152 )
Other Assets, Less Liabilities — 0.1% $ 282,361
Net Assets — 100.0% $ 547,685,444

| The percentage shown for each investment category in the
Portfolio of Investments in based on net assets. — ADR | American Depositary Receipt |
| --- | --- |
| (1) | A portion of each applicable common stock for which a written
call option is outstanding at December 31, 2009 has been
pledged as collateral for such written option. |
| (2) | Non-income producing security. |
| (3) | Affiliated investment company available to Eaton Vance
portfolios and funds which invests in high quality, U.S. dollar
denominated money market instruments. The rate shown is the
annualized seven-day yield as of December 31, 2009. Net income allocated from
the investment in Cash Management Portfolio for the fiscal year
to date ended December 31, 2009 was $0. |

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The cost and unrealized appreciation (depreciation) of investments of the Fund at December 31, 2009, as determined on a federal income tax basis, were as follows:

Aggregate cost $
Gross unrealized appreciation $ 72,369,640
Gross unrealized depreciation (31,544,843 )
Net unrealized appreciation $ 40,824,797

Written call options activity for the fiscal year to date ended December 31, 2009 was as follows:

Contracts Received
Outstanding, beginning of period 82,872 $ 16,233,693
Options written 90,581 18,529,846
Options terminated in closing purchase transactions (61,338 ) (13,822,112 )
Options exercised (5,776 ) (855,508 )
Options expired (23,856 ) (3,757,846 )
Outstanding, end of period 82,483 $ 16,328,073

At December 31, 2009, the Fund had sufficient cash and/or securities to cover commitments under these contracts.

The Fund is subject to equity price risk in the normal course of pursuing its investment objective. The Fund generally intends to write covered call options on individual stocks above the current value of the stock to generate premium income. In writing call options on individual stocks, the Fund in effect, sells potential appreciation in the value of the applicable stock above the exercise price in exchange for the option premium received. The Fund retains the risk of loss, minus the premium received, should the price of the underlying stock decline.

At December 31, 2009, the aggregate fair value of derivative instruments (not considered to be hedging instruments for accounting disclosure purposes) in a liability position and whose primary underlying risk exposure is equity price risk was $16,046,152.

Under generally accepted accounting principles for fair value measurements, a three-tier hierarchy to prioritize the assumptions, referred to as inputs, is used in valuation techniques to measure fair value. The three-tier hierarchy of inputs is summarized in the three broad levels listed below.

| • | Level 1 — quoted prices in active markets for
identical investments |
| --- | --- |
| • | Level 2 — other significant observable inputs
(including quoted prices for similar investments, interest
rates, prepayment speeds, credit risk, etc.) |
| • | Level 3 — significant unobservable inputs
(including a fund’s own assumptions in determining the fair
value of investments) |

The inputs or methodology used for valuing securities are not necessarily an indication of the risk associated with investing in those securities.

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At December 31, 2009, the inputs used in valuing the Fund’s investments, which are carried at value, were as follows:

Quoted Prices in — Active Markets for Significant Other Significant
Identical Assets Observable Inputs Unobservable Inputs
(Level 1) (Level 2) (Level 3) Total
Asset Description
Common Stocks $ 557,706,638 $ — $ — $ 557,706,638
Short-Term Investments 5,742,597 — — 5,742,597
Total Investments $ 563,449,235 $ — $ — $ 563,449,235
Liability Description
Covered Call Options Written $ (16,046,152 ) $ — $ — $ (16,046,152 )
Total $ (16,046,152 ) $ — $ — $ (16,046,152 )

The level classification by major category of investments is the same as the category presentation in the Portfolio of Investments.

The Fund held no investments or other financial instruments as of September 30, 2009 whose fair value was determined using Level 3 inputs.

For information on the Fund’s policy regarding the valuation of investments and other significant accounting policies, please refer to the Fund’s most recent financial statements included in its semiannual or annual report to shareholders.

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Item 2. Controls and Procedures

(a) It is the conclusion of the registrant’s principal executive officer and principal financial officer that the effectiveness of the registrant’s current disclosure controls and procedures (such disclosure controls and procedures having been evaluated within 90 days of the date of this filing) provide reasonable assurance that the information required to be disclosed by the registrant on this Form N-Q has been recorded, processed, summarized and reported within the time period specified in the Commission’s rules and forms and that the information required to be disclosed by the registrant on this Form N-Q has been accumulated and communicated to the registrant’s principal executive officer and principal financial officer in order to allow timely decisions regarding required disclosure.

(b) There have been no changes in the registrant’s internal controls over financial reporting during the fiscal quarter for which the report is being filed that have materially affected, or are reasonably likely to materially affect the registrant’s internal control over financial reporting.

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Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

Eaton Vance Enhanced Equity Income Fund

By: /s/ Duncan W. Richardson
Duncan W. Richardson
President
Date: February 22, 2010

Pursuant to the requirements of the Securities Exchange Act of 1934 and the Investment Company Act of 1940, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the dates indicated.

By: /s/ Duncan W. Richardson
Duncan W. Richardson
President
Date: February 22, 2010
By: /s/ Barbara E. Campbell
Barbara E. Campbell
Treasurer
Date: February 22, 2010

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