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EVN

Eaton Vance Municipal Income Trust
EVN

86 hedge funds and large institutions have $96.5M invested in Eaton Vance Municipal Income Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $93.8M → $96.5M (+$2.7M)

0.16% more ownership

Funds ownership: 17.18% → 17.34% (+0.16%)

5% less funds holding

Funds holding: 91 → 86 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
33
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.77M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$982K
3
6M
6 Meridian
Kansas
+$505K
4
Wells Fargo
Wells Fargo
California
+$465K
5
UBS Group
UBS Group
Switzerland
+$332K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$1.86M
2
RCM
Rivernorth Capital Management
Florida
-$917K
3
Invesco
Invesco
Georgia
-$653K
4
KIM
Karpus Investment Management
New York
-$403K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
51
Washington Trust
Rhode Island
$254K +$44.6K +3,200 +21%
AF
52
Advisornet Financial
Minnesota
$234K +$11.2K +800 +5%
KFP
53
KMG Fiduciary Partners
Ohio
$223K – – –
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$211K – – –
OC
55
Oppenheimer & Co
New York
$184K +$13.9K +1,000 +8%
US Bancorp
56
US Bancorp
Minnesota
$182K – – –
NFG
57
Next Financial Group
Texas
$176K +$19.5K +1,400 +13%
CFGS
58
Concourse Financial Group Securities
Alabama
$174K +$87.1K +6,250 +102%
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K +$18.4K +1,321 +13%
CA
60
Calton & Associates
Florida
$152K -$66.6K -4,776 -31%
HI
61
Harbour Investments
Wisconsin
$146K -$223 -16 -0.2%
MSAM
62
Moloney Securities Asset Management
Missouri
$145K +$144K +10,300 New
SRC
63
Shufro Rose & Co
New York
$140K – – –
AIM
64
Arcadia Investment Management
Michigan
$115K – – –
AF
65
Allworth Financial
California
$88K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$88K – – –
NSIM
67
North Star Investment Management
Illinois
$54K – – –
RFWA
68
RPg Family Wealth Advisory
Massachusetts
$46.5K +$46.2K +3,316 New
SWM
69
Spire Wealth Management
Virginia
$44K -$20.1K -1,440 -32%
ASN
70
Advisory Services Network
Georgia
$40K +$39.7K +2,850 New
SCA
71
Stonebridge Capital Advisors
Minnesota
$37K +$18.6K +1,333 +100%
CHA
72
Carmichael Hill & Associates
Maryland
$29K – – –
APA
73
American Portfolios Advisors
New York
$25.9K +$237 +17 +0.9%
BWA
74
BDO Wealth Advisors
Florida
$16K – – –
MRCM
75
M&R Capital Management
New Jersey
$14K – – –
1 2
3
4

EVN Hedge Fund Activity: Q2 2021 in Review

86 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2021, worth a combined $96.5M — up 2.9% from $93.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVN and 9 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.77M. The largest seller was 1607 Capital Partners, cutting an estimated $1.86M.

  • 86 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2021, down from 91 in Q1 2021.
  • Funds reported $96.5M of Eaton Vance Municipal Income Trust stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2021 and 12 closed out, a net change of -3 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2021 was Hennion & Walsh Asset Management, an estimated $1.77M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2021 was 1607 Capital Partners, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2021.