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EVN

Eaton Vance Municipal Income Trust
EVN

72 hedge funds and large institutions have $80.5M invested in Eaton Vance Municipal Income Trust in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

2% more capital invested

Capital invested by funds: $78.8M → $80.5M (+$1.75M)

0.08% less ownership

Funds ownership: 16.05% → 15.97% (-0.08%)

4% less funds holding

Funds holding: 75 → 72 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
23
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.83M
2
RCM
Rivernorth Capital Management
Florida
+$1.08M
3
VanEck Associates
VanEck Associates
New York
+$759K
4
RCM
Robinson Capital Management
Michigan
+$625K
5
Invesco
Invesco
Georgia
+$554K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$1.87M
2
MIG
Mariner Investment Group
New York
-$1.32M
3
WAM
Wolverine Asset Management
Illinois
-$1.23M
4
RJA
Raymond James & Associates
Florida
-$770K
5
PCP
Proficio Capital Partners
Massachusetts
-$657K
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
26
WhitTier Trust Company
Nevada
$446K +$440K +34,631 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$442K +$24.4K +1,923 +6%
CP
28
Camelot Portfolios
Ohio
$434K -$19.1K -1,500 -4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$408K -$413K -32,477 -51%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$403K +$12.7K +1,000 +3%
AG
31
Advisor Group
Arizona
$383K -$155K -12,228 -29%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$372K -$1.65K -130 -0.4%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$371K -$119K -9,401 -25%
SS
34
Sunbelt Securities
Texas
$366K +$361K +28,417 New
FM
35
Family Management
New York
$358K – – –
BFEC
36
Benjamin F. Edwards & Company
Missouri
$353K +$282K +22,159 +420%
MIG
37
Mariner Investment Group
New York
$343K -$1.32M -103,488 -79%
PAS
38
Park Avenue Securities
New York
$342K +$38.3K +3,012 +13%
CSA
39
Cottage Street Advisors
Massachusetts
$258K – – –
SWM
40
SeaCrest Wealth Management
New York
$254K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$211K -$3.32K -261 -2%
Creative Planning
42
Creative Planning
Kansas
$203K +$200K +15,730 New
FIA
43
FNY Investment Advisers
New York
$196K +$194K +15,285 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$180K – – –
VC
45
Vestor Capital
Illinois
$168K +$166K +13,050 New
KFP
46
KMG Fiduciary Partners
Ohio
$142K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$136K – – –
SFA
48
Sequoia Financial Advisors
Ohio
$133K +$114 +9 +0.1%
TJHA
49
Thomas J. Herzfeld Advisors
Florida
$127K -$17.4K -1,372 -12%
AIM
50
Arcadia Investment Management
Michigan
$106K – – –
1
2
3 4

EVN Hedge Fund Activity: Q3 2019 in Review

72 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2019, worth a combined $80.5M — up 2.2% from $78.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 23 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.83M. The largest seller was Karpus Investment Management, cutting an estimated $1.87M.

  • 72 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2019, down from 75 in Q2 2019.
  • Funds reported $80.5M of Eaton Vance Municipal Income Trust stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2019 and 13 closed out, a net change of -3 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2019 was Guggenheim Capital, an estimated $2.83M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2019 was Karpus Investment Management, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2019.