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EVN

Eaton Vance Municipal Income Trust
EVN

87 hedge funds and large institutions have $87.7M invested in Eaton Vance Municipal Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $78.5M → $87.7M (+$9.2M)

9% more funds holding

Funds holding: 80 → 87 (+7)

2.93% more ownership

Funds ownership: 15.48% → 18.41% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
27
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.6M
2
RCM
Rivernorth Capital Management
Florida
+$3.72M
3
1CP
1607 Capital Partners
Virginia
+$1.9M
4
AA
AQR Arbitrage
Connecticut
+$901K
5
UBS Group
UBS Group
Switzerland
+$863K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.93M
2
RCM
Robinson Capital Management
Michigan
-$1.41M
3
AAM
Advisors Asset Management
Colorado
-$852K
4
GC
Guggenheim Capital
Illinois
-$806K
5
Wells Fargo
Wells Fargo
California
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
51
RPg Family Wealth Advisory
Massachusetts
$147K – – –
LCM
52
Landscape Capital Management
New Jersey
$144K +$153K +12,017 New
KFP
53
KMG Fiduciary Partners
Ohio
$132K – – –
Goldman Sachs
54
Goldman Sachs
New York
$130K +$138K +10,837 New
HighTower Advisors
55
HighTower Advisors
Illinois
$125K – – –
SRC
56
Shufro Rose & Co
New York
$120K – – –
WT
57
Washington Trust
Rhode Island
$101K +$107K +8,400 New
AIM
58
Arcadia Investment Management
Michigan
$99K – – –
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$96K – – –
LC
60
Lindbrook Capital
California
$84K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$80K +$191 +15 +0.2%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$75K -$5.06K -397 -6%
CFGS
63
Concourse Financial Group Securities
Alabama
$50K -$268 -21 -0.5%
HNB
64
Huntington National Bank
Ohio
$47K – – –
NSIM
65
North Star Investment Management
Illinois
$46K – – –
WAM
66
Wolverine Asset Management
Illinois
$38K +$40.9K +3,208 New
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$37K – – –
ASN
68
Advisory Services Network
Georgia
$37K +$433 +34 +1%
CT
69
Caldwell Trust
Florida
$28.3K – – –
FHA
70
Flagship Harbor Advisors
Massachusetts
$25K – – –
FWM
71
FSA Wealth Management
Massachusetts
$25K – – –
CHA
72
Carmichael Hill & Associates
Maryland
$24K – – –
GWM
73
Geneos Wealth Management
Colorado
$23K – – –
SBL
74
Sargent Bickham Lagudis
Colorado
$23K – – –
WQ
75
Wealth Quarterback
New Jersey
$21K – – –
1 2
3
4

EVN Hedge Fund Activity: Q1 2020 in Review

87 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2020, worth a combined $87.7M — up 12% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EVN positions and 8 closed out — a net gain of 9 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.6M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $1.93M sold.

  • 87 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2020, up from 80 in Q4 2019.
  • Funds reported $87.7M of Eaton Vance Municipal Income Trust stock for Q1 2020, up 12% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2020 and 8 closed out, a net change of +9 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2020 was Karpus Investment Management, an estimated $11.6M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2020 was Parametric Portfolio Associates, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2020.