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EVN

Eaton Vance Municipal Income Trust
EVN

80 hedge funds and large institutions have $95.4M invested in Eaton Vance Municipal Income Trust in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

9% more capital invested

Capital invested by funds: $87.7M → $95.4M (+$7.66M)

0.81% more ownership

Funds ownership: 18.41% → 19.21% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 87 → 80 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
27
Reduced
22
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$3.12M
2
PPA
Parametric Portfolio Associates
Washington
+$1.59M
3
GC
Guggenheim Capital
Illinois
+$1.47M
4
STA
Summit Trail Advisors
New York
+$887K
5
Truist Financial
Truist Financial
North Carolina
+$480K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.42M
2
RCM
Rivernorth Capital Management
Florida
-$901K
3
Cohen & Steers
Cohen & Steers
New York
-$481K
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$321K
5
Bank of America
Bank of America
North Carolina
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$621K +$111K +9,231 +23%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$578K -$33.3K -2,772 -6%
Osaic Holdings
28
Osaic Holdings
Arizona
$561K +$197K +16,455 +58%
6M
29
6 Meridian
Kansas
$549K +$224K +18,651 +74%
CP
30
Camelot Portfolios
Ohio
$509K -$59.2K -4,936 -11%
Truist Financial
31
Truist Financial
North Carolina
$500K +$480K +40,022 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$490K -$32.7K -2,730 -7%
Stifel Financial
33
Stifel Financial
Missouri
$472K -$18.6K -1,548 -4%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$421K +$5.95K +496 +1%
PMG
35
ProVise Management Group
Florida
$394K +$219K +18,250 +137%
WT
36
Whittier Trust
California
$385K +$43.5K +3,625 +13%
Cohen & Steers
37
Cohen & Steers
New York
$367K -$481K -40,113 -58%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$362K +$180K +15,018 +107%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$361K +$6K +500 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$329K +$36 +3 +0%
PVWM
41
Point View Wealth Management
New Jersey
$320K -$9.71K -809 -3%
CSA
42
Cottage Street Advisors
Massachusetts
$251K – – –
SWM
43
SeaCrest Wealth Management
New York
$227K – – –
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$223K – – –
FM
45
Family Management
New York
$210K -$96K -8,000 -32%
US Bancorp
46
US Bancorp
Minnesota
$162K – – –
SG
47
StoneX Group
New York
$156K +$180 +15 +0.1%
RFWA
48
RPg Family Wealth Advisory
Massachusetts
$154K – – –
NWP
49
Northstar Wealth Partners
Connecticut
$131K +$126K +10,508 New
CA
50
Calton & Associates
Florida
$129K +$124K +10,312 New
1
2
3 4

EVN Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2020, worth a combined $95.4M — up 8.7% from $87.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EVN and 11 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Robinson Capital Management, adding an estimated $3.12M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $2.42M.

  • 80 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2020, down from 87 in Q1 2020.
  • Funds reported $95.4M of Eaton Vance Municipal Income Trust stock for Q2 2020, up 8.7% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2020 and 17 closed out, a net change of -6 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2020 was Robinson Capital Management, an estimated $3.12M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2020 was Northwestern Mutual Wealth Management, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2020.