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EVN

Eaton Vance Municipal Income Trust
EVN

47 hedge funds and large institutions have $34.1M invested in Eaton Vance Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0.1% less ownership

Funds ownership: 12.6% → 12.5% (-0.1%)

5% less capital invested

Capital invested by funds: $35.8M → $34.1M (-$1.65M)

13% less funds holding

Funds holding: 54 → 47 (-7)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.64M
2
Wells Fargo
Wells Fargo
California
+$896K
3
GC
Guggenheim Capital
Illinois
+$564K
4
AAM
Advisors Asset Management
Colorado
+$440K
5
SRC
Shufro Rose & Co
New York
+$279K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$1.54M
2
KIM
Karpus Investment Management
New York
-$1.42M
3
MIG
Mariner Investment Group
New York
-$560K
4
PPA
Parametric Portfolio Associates
Washington
-$442K
5
LCM
Laurion Capital Management
New York
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$217K +$26.6K +2,240 +13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$198K +$205K +17,268 New
SWP
28
Stratos Wealth Partners
Ohio
$155K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$145K -$4.4K -370 -3%
SWM
30
SeaCrest Wealth Management
New York
$143K – – –
RFWA
31
RPg Family Wealth Advisory
Massachusetts
$141K – – –
AG
32
Advisor Group
Arizona
$132K +$71.5K +6,010 +109%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$105K -$87.1K -7,325 -45%
TCM
34
Tradewinds Capital Management
Washington
$99K – – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$58K +$785 +66 +1%
NSIM
36
North Star Investment Management
Illinois
$44K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$42K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$40K – – –
RMAM
39
Raab & Moskowitz Asset Management
New Jersey
$39K +$40.5K +3,402 New
CWA
40
Clarus Wealth Advisors
Arizona
$26K – – –
FHA
41
Flagship Harbor Advisors
Massachusetts
$17K – – –
KJWM
42
Kiley Juergens Wealth Management
Washington
$17K – – –
SFM
43
Signet Financial Management
New Jersey
$17K +$238 +20 +1%
EWM
44
Endurance Wealth Management
Rhode Island
$9K – – –
FHB
45
First Hawaiian Bank
Hawaii
$6K +$6.56K +552 New
RFM
46
Royal Fund Management
Florida
$5K – – –
GWM
47
Geneos Wealth Management
Colorado
$2K – – –
KIM
48
Karpus Investment Management
New York
– -$1.42M -119,128 Closed
MIG
49
Mariner Investment Group
New York
– -$560K -47,256 Closed
PPA
50
Parametric Portfolio Associates
Washington
– -$442K -37,295 Closed
1
2
3

EVN Hedge Fund Activity: Q3 2018 in Review

47 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2018, worth a combined $34.1M — down 4.6% from $35.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVN and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.64M. The largest seller was Robinson Capital Management, cutting an estimated $1.54M.

  • 47 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2018, down from 54 in Q2 2018.
  • Funds reported $34.1M of Eaton Vance Municipal Income Trust stock for Q3 2018, down 4.6% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2018 and 11 closed out, a net change of -7 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2018 was Northwestern Mutual Wealth Management, an estimated $1.64M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2018 was Robinson Capital Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2018.