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EVN

Eaton Vance Municipal Income Trust

95 hedge funds and large institutions have $89.6M invested in Eaton Vance Municipal Income Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.31% less ownership

Funds ownership: 24.41%22.1% (-2.3%)

6% less capital invested

Capital invested by funds: $95M → $89.6M (-$5.41M)

7% less funds holding

Funds holding: 10295 (-7)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
95
Holders Change
-7
Holders Change %
-6.86%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
26
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.08M +$882K +87,102 +475%
MSAM
27
Moloney Securities Asset Management
Missouri
$1.05M +$132K +13,058 +15%
PAS
28
Park Avenue Securities
New York
$1.02M -$2.63K -260 -0.3%
SPIA
29
Steward Partners Investment Advisory
New York
$923K -$70.1K -6,921 -7%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$903K -$69K -6,812 -7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$855K +$116K +11,424 +16%
KIM
32
Karpus Investment Management
New York
$762K -$366K -36,138 -33%
PMG
33
ProVise Management Group
Florida
$708K -$25.5K -2,516 -4%
CAN
34
Cetera Advisor Networks
California
$704K +$32K +3,163 +5%
IIM
35
InTrack Investment Management
Vermont
$546K -$47.6K -4,696 -8%
AGM
36
Alpine Global Management
New York
$513K
LCM
37
Landscape Capital Management
New Jersey
$447K -$424K -41,880 -49%
GP
38
Gridiron Partners
Pennsylvania
$408K -$448K -44,259 -53%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$315K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$259K -$11.5K -1,132 -4%
Cohen & Steers
41
Cohen & Steers
New York
$256K +$253K +25,000 New
KAS
42
Kestra Advisory Services
Texas
$235K +$53.3K +5,261 +30%
DADC
43
D.A. Davidson & Co
Montana
$210K
Nomura Holdings
44
Nomura Holdings
Japan
$207K -$5.64K -557 -3%
CP
45
Camelot Portfolios
Ohio
$206K -$129K -12,759 -39%
1WA
46
180 Wealth Advisors
Washington
$195K -$3.23K -319 -2%
CA
47
Cetera Advisors
Colorado
$194K +$76.2K +7,528 +66%
CPIG
48
Chicago Partners Investment Group
Illinois
$191K +$2.64K +261 +1%
Stifel Financial
49
Stifel Financial
Missouri
$181K +$7.39K +730 +4%
NA
50
NewEdge Advisors
Louisiana
$178K -$10.8K -1,071 -6%

EVN Hedge Fund Activity: Q1 2024 in Review

95 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2024, worth a combined $89.6M — down 5.7% from $95M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 6 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.2M. The largest seller was Morgan Stanley, cutting an estimated $5.34M.

  • 95 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2024, down from 102 in Q4 2023.
  • Funds reported $89.6M of Eaton Vance Municipal Income Trust stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2024 and 13 closed out, a net change of -7 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2024 was Rivernorth Capital Management, an estimated $1.2M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2024.