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EVN

Eaton Vance Municipal Income Trust
EVN

80 hedge funds and large institutions have $78.5M invested in Eaton Vance Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

11% more funds holding

Funds holding: 72 → 80 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.49% less ownership

Funds ownership: 15.97% → 15.48% (-0.49%)

2% less capital invested

Capital invested by funds: $80.5M → $78.5M (-$1.96M)

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
Lavaca Capital
Texas
+$1.89M
2
RJA
Raymond James & Associates
Florida
+$795K
3
Invesco
Invesco
Georgia
+$492K
4
GC
Guggenheim Capital
Illinois
+$395K
5
1CP
1607 Capital Partners
Virginia
+$377K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$4.55M
2
KIM
Karpus Investment Management
New York
-$1.22M
3
Cohen & Steers
Cohen & Steers
New York
-$1.12M
4
PPA
Parametric Portfolio Associates
Washington
-$705K
5
6M
6 Meridian
Kansas
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
26
Camelot Portfolios
Ohio
$476K +$45.7K +3,574 +11%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$475K +$109K +8,513 +30%
PVWM
28
Point View Wealth Management
New Jersey
$454K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$419K +$210K +16,413 +100%
PAS
30
Park Avenue Securities
New York
$410K +$71.8K +5,610 +21%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$407K +$3.35K +262 +0.8%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$390K -$8.95K -700 -2%
KIM
33
Karpus Investment Management
New York
$377K -$1.22M -95,153 -76%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$368K -$256 -20 -0.1%
SS
35
Sunbelt Securities
Texas
$364K +$1.2K +94 +0.3%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$352K +$2.42K +189 +0.7%
GGI
37
Godsey & Gibb Inc
Virginia
$346K +$347K +27,111 New
FM
38
Family Management
New York
$316K -$38.4K -3,000 -11%
FIA
39
FNY Investment Advisers
New York
$292K +$98.4K +7,695 +50%
WT
40
Whittier Trust
California
$291K +$193K +15,080 +194%
PCP
41
Proficio Capital Partners
Massachusetts
$258K -$468K -36,592 -64%
CSA
42
Cottage Street Advisors
Massachusetts
$256K – – –
GI
43
Gradient Investments
Minnesota
$255K +$256K +20,000 New
VCP
44
Verus Capital Partners
Arizona
$242K +$243K +19,000 New
RIG
45
Ramiah Investment Group
Wisconsin
$235K +$236K +18,465 New
SWM
46
SeaCrest Wealth Management
New York
$232K -$19.2K -1,500 -8%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$190K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$178K – – –
RFWA
49
RPg Family Wealth Advisory
Massachusetts
$157K +$157K +12,295 New
PMG
50
ProVise Management Group
Florida
$156K +$157K +12,243 New
1
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EVN Hedge Fund Activity: Q4 2019 in Review

80 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2019, worth a combined $78.5M — down 2.4% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVN positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Lavaca Capital, opening a new position worth an estimated $1.89M. The largest seller was Robinson Capital Management, cutting an estimated $4.55M.

  • 80 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2019, up from 72 in Q3 2019.
  • Funds reported $78.5M of Eaton Vance Municipal Income Trust stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2019 and 7 closed out, a net change of +8 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2019 was Lavaca Capital, an estimated $1.89M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2019 was Robinson Capital Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2019.