We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust
EVN

96 hedge funds and large institutions have $84.9M invested in Eaton Vance Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 16.31% → 18.08% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

4% less funds holding

Funds holding: 100 → 96 (-4)

5% less capital invested

Capital invested by funds: $89.4M → $84.9M (-$4.47M)

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.21M
2
WF
Welch & Forbes
Massachusetts
+$2.59M
3
Wells Fargo
Wells Fargo
California
+$1.82M
4
RCM
Robinson Capital Management
Michigan
+$1.46M
5
RCM
Rivernorth Capital Management
Florida
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
LC
Lavaca Capital
Texas
-$2.45M
2
GC
Guggenheim Capital
Illinois
-$1.37M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.08M
4
Morgan Stanley
Morgan Stanley
New York
-$519K
5
TIM
Triad Investment Management
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$740K +$456K +36,272 +138%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$645K +$272K +21,629 +66%
WTC
28
WhitTier Trust Company
Nevada
$586K – – –
Truist Financial
29
Truist Financial
North Carolina
$584K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$535K +$18.8K +1,500 +3%
Osaic Holdings
31
Osaic Holdings
Arizona
$532K -$166K -13,216 -23%
EBWM
32
Eagle Bluffs Wealth Management
Missouri
$511K +$542K +43,130 New
COLIM
33
City of London Investment Management
United Kingdom
$473K – – –
Stifel Financial
34
Stifel Financial
Missouri
$410K +$28.8K +2,289 +7%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$387K -$107K -8,513 -21%
CP
36
Camelot Portfolios
Ohio
$362K -$52.3K -4,159 -12%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$329K -$78K -6,205 -18%
DWM
38
Drive Wealth Management
Utah
$288K +$1.81K +144 +0.6%
Walleye Capital
39
Walleye Capital
New York
$276K +$293K +23,282 New
KAS
40
Kestra Advisory Services
Texas
$268K -$316K -25,177 -53%
MSAM
41
Moloney Securities Asset Management
Missouri
$265K +$75K +5,971 +36%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$259K -$257K -20,491 -48%
DLG
43
Daniel L. Goodwin
$253K +$269K +21,400 New
NA
44
NewEdge Advisors
Louisiana
$251K -$73.2K -5,824 -22%
KWM
45
Kingsview Wealth Management
Oregon
$238K – – –
RIG
46
Ramiah Investment Group
Wisconsin
$235K +$40.5K +3,221 +19%
AIP
47
Almanack Investment Partners
Pennsylvania
$228K – – –
CSA
48
Cottage Street Advisors
Massachusetts
$221K – – –
KFP
49
KMG Fiduciary Partners
Ohio
$218K – – –
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$215K – – –
1
2
3 4 5

EVN Hedge Fund Activity: Q1 2022 in Review

96 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2022, worth a combined $84.9M — down 5% from $89.4M a quarter earlier.

Fund positioning in EVN was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 25 added to existing stakes and 24 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $3.21M. The largest seller was Lavaca Capital, exiting entirely with an estimated $2.45M sold.

  • 96 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2022, down from 100 in Q4 2021.
  • Funds reported $84.9M of Eaton Vance Municipal Income Trust stock for Q1 2022, down 5% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2022 and 17 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2022 was Capital Investment Advisors, an estimated $3.21M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2022 was Lavaca Capital, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2022.