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EVN

Eaton Vance Municipal Income Trust
EVN

79 hedge funds and large institutions have $91.7M invested in Eaton Vance Municipal Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $95.4M → $91.7M (-$3.67M)

1.17% less ownership

Funds ownership: 19.21% → 18.05% (-1.2%)

1% less funds holding

Funds holding: 80 → 79 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
29
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PMG
ProVise Management Group
Florida
+$858K
2
UBS Group
UBS Group
Switzerland
+$559K
3
PPA
Parametric Portfolio Associates
Washington
+$437K
4
CBFP
Cedar Brook Financial Partners
Ohio
+$260K
5
WT
Washington Trust
Rhode Island
+$244K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.59M
2
RCM
Robinson Capital Management
Michigan
-$3.46M
3
AA
AQR Arbitrage
Connecticut
-$1.03M
4
RCM
Rivernorth Capital Management
Florida
-$677K
5
Invesco
Invesco
Georgia
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$758K +$48.2K +3,783 +7%
PAS
27
Park Avenue Securities
New York
$700K +$62.2K +4,873 +10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$626K +$33.2K +2,602 +6%
Osaic Holdings
29
Osaic Holdings
Arizona
$591K +$16.5K +1,293 +3%
Truist Financial
30
Truist Financial
North Carolina
$583K +$69.6K +5,454 +14%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$533K +$29.8K +2,333 +6%
6M
32
6 Meridian
Kansas
$530K -$32.2K -2,527 -6%
Stifel Financial
33
Stifel Financial
Missouri
$528K +$44.3K +3,470 +9%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$511K +$139K +10,906 +38%
CP
35
Camelot Portfolios
Ohio
$508K -$13.7K -1,077 -3%
WT
36
Whittier Trust
California
$446K +$51K +4,000 +13%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$434K +$2.04K +160 +0.5%
Cohen & Steers
38
Cohen & Steers
New York
$377K – – –
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$374K -$1.27K -100 -0.3%
PVWM
40
Point View Wealth Management
New Jersey
$329K – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$319K -$18K -1,412 -5%
WT
42
Washington Trust
Rhode Island
$312K +$244K +19,150 +368%
CBFP
43
Cedar Brook Financial Partners
Ohio
$262K +$260K +20,419 New
CSA
44
Cottage Street Advisors
Massachusetts
$239K -$17.6K -1,377 -7%
SWM
45
SeaCrest Wealth Management
New York
$220K -$13K -1,017 -6%
FM
46
Family Management
New York
$215K – – –
CA
47
Calton & Associates
Florida
$187K +$54.3K +4,254 +41%
US Bancorp
48
US Bancorp
Minnesota
$167K – – –
SG
49
StoneX Group
New York
$160K +$242 +19 +0.2%
RFWA
50
RPg Family Wealth Advisory
Massachusetts
$157K – – –
1
2
3 4

EVN Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2020, worth a combined $91.7M — down 3.9% from $95.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EVN and 7 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 29 added.

The largest buyer was ProVise Management Group, adding an estimated $858K. The largest seller was Karpus Investment Management, cutting an estimated $6.59M.

  • 79 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2020, down from 80 in Q2 2020.
  • Funds reported $91.7M of Eaton Vance Municipal Income Trust stock for Q3 2020, down 3.9% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2020 and 8 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2020 was ProVise Management Group, an estimated $858K added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2020 was Karpus Investment Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q3 2020.