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EVN

Eaton Vance Municipal Income Trust
EVN

102 hedge funds and large institutions have $95M invested in Eaton Vance Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more capital invested

Capital invested by funds: $74.2M → $95M (+$20.9M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

15% more funds holding

Funds holding: 89 → 102 (+13)

3.43% more ownership

Funds ownership: 20.98% → 24.41% (+3.4%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
29
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.86M
2
LSC
Logan Stone Capital
Illinois
+$1.94M
3
UBS Group
UBS Group
Switzerland
+$981K
4
RIL
Rothschild Investment LLC
Illinois
+$960K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$883K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.26M
2
Wells Fargo
Wells Fargo
California
-$892K
3
CIA
Capital Investment Advisors
Georgia
-$530K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$352K
5
AAM
Advisors Asset Management
Colorado
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$978K +$60.1K +6,457 +7%
SPIA
27
Steward Partners Investment Advisory
New York
$952K -$800 -86 -0.1%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$932K +$883K +94,890 New
MSAM
29
Moloney Securities Asset Management
Missouri
$875K -$197K -21,131 -19%
LCM
30
Landscape Capital Management
New Jersey
$839K +$622K +66,837 +359%
GP
31
Gridiron Partners
Pennsylvania
$826K +$783K +84,094 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$707K -$352K -37,852 -34%
PMG
33
ProVise Management Group
Florida
$703K -$202K -21,659 -23%
CAN
34
Cetera Advisor Networks
California
$644K +$85.7K +9,207 +16%
Osaic Holdings
35
Osaic Holdings
Arizona
$618K -$18.7K -2,014 -3%
IIM
36
InTrack Investment Management
Vermont
$570K +$540K +57,997 New
AGM
37
Alpine Global Management
New York
$491K +$465K +50,000 New
MIG
38
Mariner Investment Group
New York
$416K +$394K +42,374 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$402K +$274K +29,468 +257%
ACA
40
Ackerman Capital Advisors
Texas
$338K +$320K +34,397 New
CP
41
Camelot Portfolios
Ohio
$322K +$98.9K +10,626 +48%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$302K -$23.1K -2,487 -7%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$259K +$3.38K +363 +1%
Invesco
44
Invesco
Georgia
$225K -$208K -22,372 -49%
Nomura Holdings
45
Nomura Holdings
Japan
$204K +$193K +20,767 New
DADC
46
D.A. Davidson & Co
Montana
$201K – – –
1WA
47
180 Wealth Advisors
Washington
$191K – – –
CPIG
48
Chicago Partners Investment Group
Illinois
$189K +$2.18K +234 +1%
NA
49
NewEdge Advisors
Louisiana
$181K +$9.31K +1,000 +6%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$180K -$25.1K -2,696 -13%
1
2
3 4 5

EVN Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2023, worth a combined $95M — up 28% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EVN positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.86M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.26M.

  • 102 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $95M of Eaton Vance Municipal Income Trust stock for Q4 2023, up 28% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2023 and 10 closed out, a net change of +14 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $5.86M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2023 was Hennion & Walsh Asset Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2023.