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EVN

Eaton Vance Municipal Income Trust
EVN

55 hedge funds and large institutions have $41.6M invested in Eaton Vance Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

1.22% more ownership

Funds ownership: 13.95% → 15.17% (+1.2%)

1% more capital invested

Capital invested by funds: $41.2M → $41.6M (+$432K)

7% less funds holding

Funds holding: 59 → 55 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
24
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$1.27M
2
1CP
1607 Capital Partners
Virginia
+$1.05M
3
Northern Trust
Northern Trust
Illinois
+$911K
4
RCM
Rivernorth Capital Management
Florida
+$810K
5
RCM
Robinson Capital Management
Michigan
+$592K

Top Sellers

Rank Fund Capital Flow
1
PA
Pinnacle Associates
New York
-$1.27M
2
Invesco
Invesco
Georgia
-$915K
3
LCM
Laurion Capital Management
New York
-$336K
4
MWM
Merriman Wealth Management
Washington
-$329K
5
DA
Doliver Advisors
Texas
-$321K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$313K +$156K +13,175 +97%
AA
27
AQR Arbitrage
Connecticut
$311K +$132K +11,143 +72%
BAM
28
Belpointe Asset Management
Nevada
$285K – – –
SRC
29
Shufro Rose & Co
New York
$275K -$266K -22,500 Closed
IWC
30
Integrated Wealth Concepts
Massachusetts
$273K – – –
Bank of America
31
Bank of America
North Carolina
$271K -$56.9K -4,814 -17%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$220K +$222K +18,794 New
DA
33
Doliver Advisors
Texas
$213K -$321K -27,115 -60%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$193K +$2.37K +200 +1%
SWP
35
Stratos Wealth Partners
Ohio
$158K +$94.6K +8,000 +145%
PAS
36
Park Avenue Securities
New York
$158K +$160K +13,519 New
Creative Planning
37
Creative Planning
Kansas
$149K +$150K +12,700 New
SWM
38
SeaCrest Wealth Management
New York
$146K -$23.2K -1,959 -14%
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$144K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$132K +$23.6K +2,000 +22%
IWM
41
IHT Wealth Management
Illinois
$131K -$7.45K -630 -5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$122K – – –
TCM
43
Tradewinds Capital Management
Washington
$101K +$102K +8,650 New
AG
44
Advisor Group
Arizona
$65K -$7.54K -638 -10%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$64K +$63.9K +5,400 +5,000%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$58K +$792 +67 +1%
KF
47
Krilogy Financial
Missouri
$49K – – –
NSIM
48
North Star Investment Management
Illinois
$45K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$43K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$32K +$26K +2,200 +419%
1
2
3

EVN Hedge Fund Activity: Q1 2018 in Review

55 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2018, worth a combined $41.6M — up 1% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 9 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 24 added.

The largest buyer was Karpus Investment Management, adding an estimated $1.27M. The largest seller was Pinnacle Associates, exiting entirely with an estimated $1.27M sold.

  • 55 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2018, down from 59 in Q4 2017.
  • Funds reported $41.6M of Eaton Vance Municipal Income Trust stock for Q1 2018, up 1% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2018 and 13 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2018 was Karpus Investment Management, an estimated $1.27M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2018 was Pinnacle Associates, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2018.