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EVN

Eaton Vance Municipal Income Trust
EVN

91 hedge funds and large institutions have $80.1M invested in Eaton Vance Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

0.37% more ownership

Funds ownership: 18.08% → 18.46% (+0.37%)

5% less funds holding

Funds holding: 96 → 91 (-5)

6% less capital invested

Capital invested by funds: $84.9M → $80.1M (-$4.78M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
19
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.79M
2
UBS Group
UBS Group
Switzerland
+$2.07M
3
LB
Leo Brokerage
Texas
+$1.9M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$848K
5
Wells Fargo
Wells Fargo
California
+$844K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$1.55M
2
RCM
Rivernorth Capital Management
Florida
-$1.34M
3
CBFP
Cedar Brook Financial Partners
Ohio
-$878K
4
1CP
1607 Capital Partners
Virginia
-$547K
5
WTC
WhitTier Trust Company
Nevada
-$512K
Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
26
Eagle Bluffs Wealth Management
Missouri
$492K +$20.7K +1,846 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$455K -$35.8K -3,192 -7%
COLIM
28
City of London Investment Management
United Kingdom
$437K – – –
DLG
29
Daniel L. Goodwin
$432K +$202K +18,000 +84%
MSAM
30
Moloney Securities Asset Management
Missouri
$401K +$161K +14,334 +64%
NA
31
NewEdge Advisors
Louisiana
$366K +$137K +12,250 +58%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$357K – – –
CAN
33
Cetera Advisor Networks
California
$347K +$356K +31,747 New
CP
34
Camelot Portfolios
Ohio
$304K -$31.4K -2,800 -9%
Stifel Financial
35
Stifel Financial
Missouri
$295K -$85.2K -7,598 -22%
WAM
36
WNY Asset Management
New York
$293K +$301K +26,823 New
DWM
37
Drive Wealth Management
Utah
$268K +$1.87K +167 +0.7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$256K -$49.6K -4,425 -16%
KAS
39
Kestra Advisory Services
Texas
$225K -$22.5K -2,010 -9%
KWM
40
Kingsview Wealth Management
Oregon
$220K – – –
1WA
41
180 Wealth Advisors
Washington
$211K – – –
AIP
42
Almanack Investment Partners
Pennsylvania
$210K – – –
KFP
43
KMG Fiduciary Partners
Ohio
$201K – – –
WFAG
44
Wescott Financial Advisory Group
Pennsylvania
$199K +$204K +18,200 New
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$198K – – –
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$189K -$309K -27,568 -61%
CAM
47
Cozad Asset Management
Illinois
$181K – – –
SWM
48
SeaCrest Wealth Management
New York
$178K – – –
TPWM
49
Twelve Points Wealth Management
Massachusetts
$174K – – –
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$174K +$12.8K +1,143 +8%
1
2
3 4 5

EVN Hedge Fund Activity: Q2 2022 in Review

91 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2022, worth a combined $80.1M — down 5.6% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EVN and 17 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.55M sold.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2022, down from 96 in Q1 2022.
  • Funds reported $80.1M of Eaton Vance Municipal Income Trust stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2022 and 21 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $2.79M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2022 was Robinson Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2022.