Eaton Vance Municipal Income Trust
EVN
32 hedge funds and large institutions have $16.8M invested in Eaton Vance Municipal Income Trust in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
39% more funds holding
Funds holding: 23 → 32 (+9)
14% more capital invested
Capital invested by funds: $14.8M → $16.8M (+$2.04M)
0.37% more ownership
Funds ownership: 4.93% → 5.3% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$655K |
| 2 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$284K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$253K |
| 4 |
SG Americas Securities
New York
|
+$103K |
| 5 |
Morgan Stanley
New York
|
+$96.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$619K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$170K |
| 3 |
WFG
Wills Financial Group
Richmond,
Virginia
|
-$80.5K |
| 4 |
LPL Financial
San Diego,
California
|
-$35.8K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $7K | – | – | – |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| $7K | +$6.59K | +500 | New |
|
28
Creative Planning
Overland Park,
Kansas
| $5K | -$22.4K | -1,700 | -83% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | +$2.64K | +200 | +100% |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| $7 | +$6.59K | +500 | New |
|
|
31
Ameriprise
Minneapolis,
Minnesota
| – | -$170K | -13,324 | Closed |
|
|
32
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$26K | -2,076 | Closed |
|
33
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$237 | -18 | -60% |
|
34
Barclays
London,
United Kingdom
| – | +$330 | +25 | New |
|
EVN Hedge Fund Activity: Q4 2014 in Review
32 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2014, worth a combined $16.8M — up 14% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EVN positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Guggenheim Capital, opening a new position worth an estimated $655K. The largest seller was Ashford Capital Management, cutting an estimated $619K.
- 32 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2014, up from 23 in Q3 2014.
- Funds reported $16.8M of Eaton Vance Municipal Income Trust stock for Q4 2014, up 14% quarter-over-quarter.
- 12 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2014 and 2 closed out, a net change of +10 holders.
- The largest Eaton Vance Municipal Income Trust buyer in Q4 2014 was Guggenheim Capital, an estimated $655K added.
- The largest Eaton Vance Municipal Income Trust seller in Q4 2014 was Ashford Capital Management, an estimated $619K sold.
Based on aggregated 13F filings for Q4 2014.