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EVN

Eaton Vance Municipal Income Trust
EVN

80 hedge funds and large institutions have $95.4M invested in Eaton Vance Municipal Income Trust in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

9% more capital invested

Capital invested by funds: $87.7M → $95.4M (+$7.66M)

0.81% more ownership

Funds ownership: 18.41% → 19.21% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less funds holding

Funds holding: 87 → 80 (-7)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
27
Reduced
22
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$3.12M
2
PPA
Parametric Portfolio Associates
Washington
+$1.59M
3
GC
Guggenheim Capital
Illinois
+$1.47M
4
STA
Summit Trail Advisors
New York
+$887K
5
Truist Financial
Truist Financial
North Carolina
+$480K

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.42M
2
RCM
Rivernorth Capital Management
Florida
-$901K
3
Cohen & Steers
Cohen & Steers
New York
-$481K
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$321K
5
Bank of America
Bank of America
North Carolina
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
51
Shufro Rose & Co
New York
$125K – – –
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$104K – – –
AIM
53
Arcadia Investment Management
Michigan
$103K – – –
PAG
54
Private Advisor Group
New Jersey
$93K +$89.2K +7,434 New
SPIA
55
Steward Partners Investment Advisory
New York
$84K +$180 +15 +0.2%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$78K – – –
LC
57
Lindbrook Capital
California
$75K -$12K -1,000 -14%
WT
58
Washington Trust
Rhode Island
$65K -$38.4K -3,200 -38%
CFGS
59
Concourse Financial Group Securities
Alabama
$60K +$8.25K +688 +17%
NSIM
60
North Star Investment Management
Illinois
$48K – – –
CT
61
Caldwell Trust
Florida
$29.5K – – –
FWM
62
FSA Wealth Management
Massachusetts
$26K – – –
CHA
63
Carmichael Hill & Associates
Maryland
$25K – – –
GWM
64
Geneos Wealth Management
Colorado
$25K – – –
Citigroup
65
Citigroup
New York
$19K +$18.1K +1,509 New
FHA
66
Flagship Harbor Advisors
Massachusetts
$18K -$6.73K -561 -27%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$17K -$321K -26,778 -95%
SCA
68
Stonebridge Capital Advisors
Minnesota
$17K – – –
BWA
69
BDO Wealth Advisors
Florida
$14K – – –
MRCM
70
M&R Capital Management
New Jersey
$12K – – –
HNB
71
Huntington National Bank
Ohio
$11K – – –
APA
72
American Portfolios Advisors
New York
$10.9K +$10.5K +876 New
EWM
73
Endurance Wealth Management
Rhode Island
$10K – – –
AF
74
Advisornet Financial
Minnesota
$9K – – –
BC
75
Bartlett & Co
Ohio
$7K -$6.68K -557 -50%
1 2
3
4

EVN Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2020, worth a combined $95.4M — up 8.7% from $87.7M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of EVN and 11 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 27 added.

The largest buyer was Robinson Capital Management, adding an estimated $3.12M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $2.42M.

  • 80 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2020, down from 87 in Q1 2020.
  • Funds reported $95.4M of Eaton Vance Municipal Income Trust stock for Q2 2020, up 8.7% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2020 and 17 closed out, a net change of -6 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2020 was Robinson Capital Management, an estimated $3.12M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2020 was Northwestern Mutual Wealth Management, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2020.