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EVN

Eaton Vance Municipal Income Trust

100 hedge funds and large institutions have $89.4M invested in Eaton Vance Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

19% more funds holding

Funds holding: 84100 (+16)

0.46% less ownership

Funds ownership: 16.77%16.31% (-0.46%)

3% less capital invested

Capital invested by funds: $92M → $89.4M (-$2.59M)

Holders
100
Holders Change
+16
Holders Change %
+19.05%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
32
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$661K -$4.64M -337,687 -88%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$604K +$22.7K +1,652 +4%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$585K +$12.7K +925 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$568K
COLIM
30
City of London Investment Management
United Kingdom
$553K
CP
31
Camelot Portfolios
Ohio
$480K +$122K +8,886 +34%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$470K -$11.7K -855 -2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$454K -$23.5K -1,709 -5%
Stifel Financial
34
Stifel Financial
Missouri
$446K
6M
35
6 Meridian
Kansas
$437K -$45.9K -3,338 -10%
NA
36
NewEdge Advisors
Louisiana
$373K +$371K +26,970 New
SPIA
37
Steward Partners Investment Advisory
New York
$363K +$33.8K +2,463 +10%
TIM
38
Triad Investment Management
California
$352K +$350K +25,473 New
DWM
39
Drive Wealth Management
Utah
$334K +$332K +24,141 New
AF
40
Advisornet Financial
Minnesota
$308K +$63.2K +4,600 +26%
WT
41
Whittier Trust
California
$283K
KWM
42
Kingsview Wealth Management
Oregon
$278K +$6.87K +500 +3%
STA
43
Summit Trail Advisors
New York
$269K -$634K -46,138 -70%
Invesco
44
Invesco
Georgia
$268K -$362K -26,352 -58%
AIP
45
Almanack Investment Partners
Pennsylvania
$266K
CSA
46
Cottage Street Advisors
Massachusetts
$258K +$257K +18,684 New
KFP
47
KMG Fiduciary Partners
Ohio
$254K +$34.5K +2,509 +16%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$250K
RIG
49
Ramiah Investment Group
Wisconsin
$230K +$4.26K +310 +2%
MSAM
50
Moloney Securities Asset Management
Missouri
$226K +$33.1K +2,407 +17%

EVN Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2021, worth a combined $89.4M — down 2.8% from $92M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVN positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.51M. The largest seller was Kestra Advisory Services, cutting an estimated $4.64M.

  • 100 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $89.4M of Eaton Vance Municipal Income Trust stock for Q4 2021, down 2.8% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2021 and 4 closed out, a net change of +17 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $1.51M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2021.