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EVN

Eaton Vance Municipal Income Trust
EVN

80 hedge funds and large institutions have $78.5M invested in Eaton Vance Municipal Income Trust in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

11% more funds holding

Funds holding: 72 → 80 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.49% less ownership

Funds ownership: 15.97% → 15.48% (-0.49%)

2% less capital invested

Capital invested by funds: $80.5M → $78.5M (-$1.96M)

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LC
Lavaca Capital
Texas
+$1.89M
2
RJA
Raymond James & Associates
Florida
+$795K
3
Invesco
Invesco
Georgia
+$492K
4
GC
Guggenheim Capital
Illinois
+$395K
5
1CP
1607 Capital Partners
Virginia
+$377K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$4.55M
2
KIM
Karpus Investment Management
New York
-$1.22M
3
Cohen & Steers
Cohen & Steers
New York
-$1.12M
4
PPA
Parametric Portfolio Associates
Washington
-$705K
5
6M
6 Meridian
Kansas
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$155K -$46.2K -3,609 -23%
KFP
52
KMG Fiduciary Partners
Ohio
$140K – – –
HighTower Advisors
53
HighTower Advisors
Illinois
$135K – – –
SRC
54
Shufro Rose & Co
New York
$128K +$128K +10,000 New
AIM
55
Arcadia Investment Management
Michigan
$105K – – –
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$102K -$23.5K -1,835 -19%
LC
57
Lindbrook Capital
California
$89K +$51.2K +4,000 +133%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$85K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$85K +$26.7K +2,087 +45%
SFPG
60
Stonebridge Financial Planning Group
Florida
$67K +$67.6K +5,288 New
HNB
61
Huntington National Bank
Ohio
$57K – – –
NFG
62
Next Financial Group
Texas
$57K +$8.57K +670 +18%
CFGS
63
Concourse Financial Group Securities
Alabama
$53K +$4.32K +338 +9%
NSIM
64
North Star Investment Management
Illinois
$49K – – –
RMAM
65
Raab & Moskowitz Asset Management
New Jersey
$43K +$43.5K +3,402 New
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$40K – – –
ASN
67
Advisory Services Network
Georgia
$39K +$819 +64 +2%
CT
68
Caldwell Trust
Florida
$30.1K +$30.2K +2,360 New
FWM
69
FSA Wealth Management
Massachusetts
$27K +$26.9K +2,100 New
FHA
70
Flagship Harbor Advisors
Massachusetts
$26K – – –
GWM
71
Geneos Wealth Management
Colorado
$26K – – –
CHA
72
Carmichael Hill & Associates
Maryland
$26K +$26K +2,035 New
SBL
73
Sargent Bickham Lagudis
Colorado
$25K – – –
WQ
74
Wealth Quarterback
New Jersey
$22.4K +$22.5K +1,756 New
SCA
75
Stonebridge Capital Advisors
Minnesota
$17K – – –
1 2
3
4

EVN Hedge Fund Activity: Q4 2019 in Review

80 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2019, worth a combined $78.5M — down 2.4% from $80.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVN positions and 7 closed out — a net gain of 8 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Lavaca Capital, opening a new position worth an estimated $1.89M. The largest seller was Robinson Capital Management, cutting an estimated $4.55M.

  • 80 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2019, up from 72 in Q3 2019.
  • Funds reported $78.5M of Eaton Vance Municipal Income Trust stock for Q4 2019, down 2.4% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2019 and 7 closed out, a net change of +8 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2019 was Lavaca Capital, an estimated $1.89M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2019 was Robinson Capital Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q4 2019.