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EVN

Eaton Vance Municipal Income Trust
EVN

54 hedge funds and large institutions have $35.8M invested in Eaton Vance Municipal Income Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

2% less funds holding

Funds holding: 55 → 54 (-1)

2.57% less ownership

Funds ownership: 15.17% → 12.6% (-2.6%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

14% less capital invested

Capital invested by funds: $41.6M → $35.8M (-$5.85M)

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.86M
2
AAM
Advisors Asset Management
Colorado
+$667K
3
LCM
Laurion Capital Management
New York
+$217K
4
M&T Bank
M&T Bank
New York
+$177K
5
Morgan Stanley
Morgan Stanley
New York
+$168K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$1.98M
2
RCM
Robinson Capital Management
Michigan
-$1.75M
3
WAM
Wolverine Asset Management
Illinois
-$1.68M
4
KIM
Karpus Investment Management
New York
-$1.46M
5
GC
Guggenheim Capital
Illinois
-$595K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
26
Shufro Rose & Co
New York
$278K – – –
Bank of America
27
Bank of America
North Carolina
$232K -$42K -3,573 -15%
LCM
28
Laurion Capital Management
New York
$219K +$217K +18,493 New
PAS
29
Park Avenue Securities
New York
$199K +$37.1K +3,158 +23%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$193K – – –
M&T Bank
31
M&T Bank
New York
$179K +$177K +15,095 New
SWP
32
Stratos Wealth Partners
Ohio
$160K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$154K +$20.9K +1,778 +16%
SWM
34
SeaCrest Wealth Management
New York
$148K – – –
RFWA
35
RPg Family Wealth Advisory
Massachusetts
$146K – – –
UCFA
36
United Capital Financial Advisors
Texas
$141K +$140K +11,919 New
DA
37
Doliver Advisors
Texas
$125K -$89.9K -7,648 -42%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$124K – – –
TCM
39
Tradewinds Capital Management
Washington
$102K – – –
AG
40
Advisor Group
Arizona
$65K +$71 +6 +0.1%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$59K +$811 +69 +1%
NSIM
42
North Star Investment Management
Illinois
$46K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$43K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$41K -$24.3K -2,067 -38%
CWA
45
Clarus Wealth Advisors
Arizona
$26K +$26.1K +2,222 New
CF
46
Centaurus Financial
California
$25K +$25.3K +2,151 New
SFM
47
Signet Financial Management
New Jersey
$18K – – –
FHA
48
Flagship Harbor Advisors
Massachusetts
$17K +$17.6K +1,495 New
KJWM
49
Kiley Juergens Wealth Management
Washington
$17K +$17.6K +1,500 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$13.7K +1,166 New
1
2
3

EVN Hedge Fund Activity: Q2 2018 in Review

54 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2018, worth a combined $35.8M — down 14% from $41.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EVN and 8 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 15 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.86M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.98M sold.

  • 54 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2018, down from 55 in Q1 2018.
  • Funds reported $35.8M of Eaton Vance Municipal Income Trust stock for Q2 2018, down 14% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2018 and 9 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2018 was Northwestern Mutual Wealth Management, an estimated $1.86M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2018 was Rivernorth Capital Management, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2018.