We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust
EVN

39 hedge funds and large institutions have $31.7M invested in Eaton Vance Municipal Income Trust in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $28.6M → $31.7M (+$3.13M)

0.93% more ownership

Funds ownership: 9.28% → 10.21% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 41 → 39 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
19
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$1.39M
2
DA
Doliver Advisors
Texas
+$304K
3
JCM
Janney Capital Management
Pennsylvania
+$292K
4
Bank of America
Bank of America
North Carolina
+$253K
5
SWP
Stratos Wealth Partners
Ohio
+$197K

Top Sellers

Rank Fund Capital Flow
1
TCM
Tuttle Capital Management
Connecticut
-$368K
2
SG Americas Securities
SG Americas Securities
New York
-$276K
3
SRC
Shufro Rose & Co
New York
-$273K
4
GIA
GHP Investment Advisors
Colorado
-$154K
5
Ameriprise
Ameriprise
Minnesota
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
26
RPg Family Wealth Advisory
Massachusetts
$159K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$159K +$2.27K +175 +1%
CA
28
Cetera Advisors
Colorado
$144K – – –
VF
29
Virtu Financial
New York
$138K +$138K +10,632 New
AG
30
Advisor Group
Arizona
$77K +$130 +10 +0.2%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$62K +$779 +60 +1%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$47K – – –
WAM
33
Wolverine Asset Management
Illinois
$32K +$32.4K +2,492 New
AFNAS
34
American Financial Network Advisory Services
California
$18K +$17.7K +1,365 New
EWM
35
Endurance Wealth Management
Rhode Island
$10K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$7K – – –
RFM
37
Royal Fund Management
Florida
$6K – – –
NFG
38
Next Financial Group
Texas
$4K – – –
GWM
39
Geneos Wealth Management
Colorado
$2K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$1K – – –
TCM
41
Tuttle Capital Management
Connecticut
– -$368K -28,300 Closed
SG Americas Securities
42
SG Americas Securities
New York
– -$276K -21,201 Closed
GIA
43
GHP Investment Advisors
Colorado
– -$154K -11,880 Closed
Ameriprise
44
Ameriprise
Minnesota
– -$137K -10,536 Closed
Creative Planning
45
Creative Planning
Kansas
– -$30K -2,280 Closed
1
2

EVN Hedge Fund Activity: Q3 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2017, worth a combined $31.7M — up 11% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVN and 6 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 19 added.

The largest buyer was Robinson Capital Management, adding an estimated $1.39M. The largest seller was Tuttle Capital Management, exiting entirely with an estimated $368K sold.

  • 39 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2017, down from 41 in Q2 2017.
  • Funds reported $31.7M of Eaton Vance Municipal Income Trust stock for Q3 2017, up 11% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2017 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2017 was Robinson Capital Management, an estimated $1.39M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2017 was Tuttle Capital Management, an estimated $368K sold.

Based on aggregated 13F filings for Q3 2017.