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EVN

Eaton Vance Municipal Income Trust
EVN

86 hedge funds and large institutions have $96.5M invested in Eaton Vance Municipal Income Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $93.8M → $96.5M (+$2.7M)

0.16% more ownership

Funds ownership: 17.18% → 17.34% (+0.16%)

5% less funds holding

Funds holding: 91 → 86 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.77M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$982K
3
6M
6 Meridian
Kansas
+$505K
4
Wells Fargo
Wells Fargo
California
+$465K
5
UBS Group
UBS Group
Switzerland
+$332K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$1.86M
2
RCM
Rivernorth Capital Management
Florida
-$917K
3
Invesco
Invesco
Georgia
-$653K
4
KIM
Karpus Investment Management
New York
-$403K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$892K +$46.8K +3,359 +6%
WTC
27
WhitTier Trust Company
Nevada
$764K -$30.2K -2,165 -4%
CBFP
28
Cedar Brook Financial Partners
Ohio
$680K +$95K +6,818 +16%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$622K -$51.6K -3,700 -8%
RCM
30
Rivernorth Capital Management
Florida
$617K -$917K -65,759 -60%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$590K – – –
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$584K – – –
COLIM
33
City of London Investment Management
United Kingdom
$562K – – –
CP
34
Camelot Portfolios
Ohio
$548K +$30K +2,152 +6%
6M
35
6 Meridian
Kansas
$508K +$505K +36,234 New
Stifel Financial
36
Stifel Financial
Missouri
$507K -$55.4K -3,971 -10%
WT
37
Whittier Trust
California
$487K -$1.74K -125 -0.4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$473K +$1.77K +127 +0.4%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$471K +$4.41K +316 +0.9%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$386K – – –
MAFM
41
Mid Atlantic Financial Management
Pennsylvania
$360K -$18.3K -1,313 -5%
Cohen & Steers
42
Cohen & Steers
New York
$340K – – –
CFA
43
Capstone Financial Advisors
Illinois
$310K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$286K +$36.9K +2,644 +15%
ACA
45
Ackerman Capital Advisors
Texas
$285K +$283K +20,290 New
KWM
46
Kingsview Wealth Management
Oregon
$277K +$63.7K +4,570 +30%
AIP
47
Almanack Investment Partners
Pennsylvania
$270K – – –
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$266K +$86.2K +6,185 +48%
CSA
49
Cottage Street Advisors
Massachusetts
$262K – – –
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$254K – – –
1
2
3 4

EVN Hedge Fund Activity: Q2 2021 in Review

86 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2021, worth a combined $96.5M — up 2.9% from $93.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVN and 9 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.77M. The largest seller was 1607 Capital Partners, cutting an estimated $1.86M.

  • 86 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2021, down from 91 in Q1 2021.
  • Funds reported $96.5M of Eaton Vance Municipal Income Trust stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2021 and 12 closed out, a net change of -3 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2021 was Hennion & Walsh Asset Management, an estimated $1.77M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2021 was 1607 Capital Partners, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2021.