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EVN

Eaton Vance Municipal Income Trust
EVN

84 hedge funds and large institutions have $92M invested in Eaton Vance Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.57% less ownership

Funds ownership: 17.34% → 16.77% (-0.57%)

5% less capital invested

Capital invested by funds: $96.5M → $92M (-$4.53M)

2% less funds holding

Funds holding: 86 → 84 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.41M
2
KAS
Kestra Advisory Services
Texas
+$2.04M
3
Cohen & Steers
Cohen & Steers
New York
+$726K
4
UBS Group
UBS Group
Switzerland
+$523K
5
CBFP
Cedar Brook Financial Partners
Ohio
+$365K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$8.47M
2
PPA
Parametric Portfolio Associates
Washington
-$648K
3
STA
Summit Trail Advisors
New York
-$621K
4
RCM
Rivernorth Capital Management
Florida
-$617K
5
Invesco
Invesco
Georgia
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$937K -$648K -45,586 -40%
STA
27
Summit Trail Advisors
New York
$907K -$621K -43,722 -40%
WTC
28
WhitTier Trust Company
Nevada
$684K -$70.8K -4,980 -9%
Invesco
29
Invesco
Georgia
$633K -$497K -34,955 -43%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$582K – – –
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$573K +$111K +7,815 +23%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$568K -$6.28K -442 -1%
COLIM
33
City of London Investment Management
United Kingdom
$556K – – –
6M
34
6 Meridian
Kansas
$484K -$17.6K -1,241 -3%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$482K +$17.1K +1,200 +4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$479K -$138K -9,740 -22%
Stifel Financial
37
Stifel Financial
Missouri
$447K -$55K -3,873 -11%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$380K – – –
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$358K +$2.8K +197 +0.8%
CP
40
Camelot Portfolios
Ohio
$357K -$188K -13,213 -34%
SPIA
41
Steward Partners Investment Advisory
New York
$329K +$48K +3,380 +17%
CFA
42
Capstone Financial Advisors
Illinois
$306K – – –
WT
43
Whittier Trust
California
$284K -$202K -14,200 -41%
KWM
44
Kingsview Wealth Management
Oregon
$272K – – –
AIP
45
Almanack Investment Partners
Pennsylvania
$266K – – –
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$251K – – –
WT
47
Washington Trust
Rhode Island
$250K – – –
AF
48
Advisornet Financial
Minnesota
$245K +$14.2K +1,000 +6%
RIG
49
Ramiah Investment Group
Wisconsin
$226K +$232K +16,348 New
SWM
50
SeaCrest Wealth Management
New York
$225K +$231K +16,273 New
1
2
3 4

EVN Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2021, worth a combined $92M — down 4.7% from $96.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EVN and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.41M. The largest seller was 1607 Capital Partners, cutting an estimated $8.47M.

  • 84 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2021, down from 86 in Q2 2021.
  • Funds reported $92M of Eaton Vance Municipal Income Trust stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $2.41M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2021 was 1607 Capital Partners, an estimated $8.47M sold.

Based on aggregated 13F filings for Q3 2021.