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EVN

Eaton Vance Municipal Income Trust

41 hedge funds and large institutions have $28.9M invested in Eaton Vance Municipal Income Trust in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

14% more funds holding

Funds holding: 3641 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.28% less ownership

Funds ownership: 9.96%9.68% (-0.28%)

14% less capital invested

Capital invested by funds: $33.7M → $28.9M (-$4.8M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
10
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$154K
CA
27
Cetera Advisors
Colorado
$140K -$69.6K -5,400 -33%
Squarepoint
28
Squarepoint
New York
$139K +$143K +11,100 New
MFS
29
MSI Financial Services
Massachusetts
$105K +$9.2K +714 +9%
AG
30
Advisor Group
Arizona
$90K -$2.1K -163 -2%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$58K +$837 +65 +1%
Bank of America
32
Bank of America
North Carolina
$54K -$47.4K -3,681 -46%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$46K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$39K +$37.4K +2,900 +1,450%
WA
35
WFG Advisors
Texas
$36K +$77 +6 +0.2%
AIM
36
Acrospire Investment Management
Illinois
$27K +$8.55K +664 +44%
CCM
37
Cribstone Capital Management
Maine
$25K
RFM
38
Royal Fund Management
Florida
$17K +$18K +1,400 New
EWM
39
Endurance Wealth Management
Rhode Island
$10K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.76K +525 New
GWM
41
Geneos Wealth Management
Colorado
$2K
CRC
42
Curi RMB Capital
Illinois
-$949K -66,673 Closed
WFG
43
Wills Financial Group
Virginia
-$551K -38,768 Closed
ACM
44
Ashford Capital Management
Delaware
-$302K -21,202 Closed
Baird Financial Group
45
Baird Financial Group
Wisconsin
-$146K -10,268 Closed
BAM
46
Brave Asset Management
New Jersey
-$44K -3,093 Closed

EVN Hedge Fund Activity: Q4 2016 in Review

41 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2016, worth a combined $28.9M — down 14% from $33.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVN positions and 5 closed out — a net gain of 5 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was Bessemer Group, opening a new position worth an estimated $1.57M. The largest seller was Guggenheim Capital, cutting an estimated $2.09M.

  • 41 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2016, up from 36 in Q3 2016.
  • Funds reported $28.9M of Eaton Vance Municipal Income Trust stock for Q4 2016, down 14% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2016 and 5 closed out, a net change of +5 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2016 was Bessemer Group, an estimated $1.57M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2016 was Guggenheim Capital, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2016.