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EVN

Eaton Vance Municipal Income Trust
EVN

57 hedge funds and large institutions have $48.5M invested in Eaton Vance Municipal Income Trust in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

42% more capital invested

Capital invested by funds: $34.1M → $48.5M (+$14.4M)

21% more funds holding

Funds holding: 47 → 57 (+10)

3.98% more ownership

Funds ownership: 12.5% → 16.48% (+4%)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
18
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$5.45M
2
KIM
Karpus Investment Management
New York
+$3.66M
3
RCM
Robinson Capital Management
Michigan
+$1.53M
4
FIMG
Financial & Investment Management Group
Michigan
+$1.2M
5
SCM
Saba Capital Management
New York
+$781K

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$1.76M
2
GC
Guggenheim Capital
Illinois
-$792K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$317K
4
UBS Group
UBS Group
Switzerland
-$313K
5
BAM
Belpointe Asset Management
Nevada
-$279K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$334K – – –
CP
27
Camelot Portfolios
Ohio
$304K +$298K +26,908 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$302K +$3.27K +295 +1%
Stifel Financial
29
Stifel Financial
Missouri
$296K -$46K -4,150 -14%
AG
30
Advisor Group
Arizona
$266K +$132K +11,895 +103%
IWC
31
Integrated Wealth Concepts
Massachusetts
$264K – – –
CRC
32
Curi RMB Capital
Illinois
$233K +$228K +20,570 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$230K +$186K +16,794 +460%
PAS
34
Park Avenue Securities
New York
$223K +$5.51K +497 +3%
RJA
35
Raymond James & Associates
Florida
$205K +$201K +18,155 New
CFGS
36
Concourse Financial Group Securities
Alabama
$170K +$167K +15,058 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$143K +$141K +12,678 New
SWM
38
SeaCrest Wealth Management
New York
$141K – – –
RFWA
39
RPg Family Wealth Advisory
Massachusetts
$139K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$133K -$9.98K -900 -7%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$130K +$27.3K +2,458 +27%
HighTower Advisors
42
HighTower Advisors
Illinois
$120K +$117K +10,524 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$58K +$732 +66 +1%
NSIM
44
North Star Investment Management
Illinois
$44K – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$39K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$36K +$34.9K +3,150 New
WAM
47
Wolverine Asset Management
Illinois
$36K +$36.2K +3,263 New
GWM
48
Geneos Wealth Management
Colorado
$30K +$28.5K +2,573 +1,287%
CWA
49
Clarus Wealth Advisors
Arizona
$25K – – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$16K – – –
1
2
3

EVN Hedge Fund Activity: Q4 2018 in Review

57 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2018, worth a combined $48.5M — up 42% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EVN positions and 9 closed out — a net gain of 11 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $5.45M. The largest seller was Bessemer Group, exiting entirely with an estimated $1.76M sold.

  • 57 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2018, up from 47 in Q3 2018.
  • Funds reported $48.5M of Eaton Vance Municipal Income Trust stock for Q4 2018, up 42% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2018 and 9 closed out, a net change of +11 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $5.45M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2018 was Bessemer Group, an estimated $1.76M sold.

Based on aggregated 13F filings for Q4 2018.