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EVN

Eaton Vance Municipal Income Trust
EVN

84 hedge funds and large institutions have $92M invested in Eaton Vance Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.57% less ownership

Funds ownership: 17.34% → 16.77% (-0.57%)

5% less capital invested

Capital invested by funds: $96.5M → $92M (-$4.53M)

2% less funds holding

Funds holding: 86 → 84 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.41M
2
KAS
Kestra Advisory Services
Texas
+$2.04M
3
Cohen & Steers
Cohen & Steers
New York
+$726K
4
UBS Group
UBS Group
Switzerland
+$523K
5
CBFP
Cedar Brook Financial Partners
Ohio
+$365K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$8.47M
2
PPA
Parametric Portfolio Associates
Washington
-$648K
3
STA
Summit Trail Advisors
New York
-$621K
4
RCM
Rivernorth Capital Management
Florida
-$617K
5
Invesco
Invesco
Georgia
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
51
KMG Fiduciary Partners
Ohio
$220K – – –
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$214K -$48.9K -3,440 -18%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$205K +$210K +14,792 New
WWMSC
54
Wagner Wealth Management (South Carolina)
South Carolina
$204K – – –
CA
55
Calton & Associates
Florida
$196K +$48.3K +3,402 +32%
MSAM
56
Moloney Securities Asset Management
Missouri
$193K +$52.1K +3,665 +36%
ICMP
57
Integrated Capital Management (Pennsylvania)
Pennsylvania
$183K +$23.8K +1,672 +14%
OC
58
Oppenheimer & Co
New York
$182K – – –
US Bancorp
59
US Bancorp
Minnesota
$180K – – –
1WA
60
180 Wealth Advisors
Washington
$161K +$165K +11,640 New
CFGS
61
Concourse Financial Group Securities
Alabama
$158K -$14K -987 -8%
HI
62
Harbour Investments
Wisconsin
$140K -$4.49K -316 -3%
SRC
63
Shufro Rose & Co
New York
$138K – – –
NFG
64
Next Financial Group
Texas
$136K -$37.5K -2,637 -21%
BAM
65
Belpointe Asset Management
Nevada
$121K +$124K +8,724 New
AIM
66
Arcadia Investment Management
Michigan
$114K – – –
WLPWM
67
Walled Lake Planning & Wealth Management
Illinois
$99K +$102K +7,180 New
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$87K – – –
AF
69
Allworth Financial
California
$86K – – –
NSIM
70
North Star Investment Management
Illinois
$53K – – –
RFWA
71
RPg Family Wealth Advisory
Massachusetts
$45.9K – – –
SWM
72
Spire Wealth Management
Virginia
$43K – – –
HA
73
Herold Advisors
New York
$38K +$39.9K +2,806 New
CHA
74
Carmichael Hill & Associates
Maryland
$28K – – –
APA
75
American Portfolios Advisors
New York
$25.8K +$227 +16 +0.9%
1 2
3
4

EVN Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2021, worth a combined $92M — down 4.7% from $96.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EVN and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.41M. The largest seller was 1607 Capital Partners, cutting an estimated $8.47M.

  • 84 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2021, down from 86 in Q2 2021.
  • Funds reported $92M of Eaton Vance Municipal Income Trust stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $2.41M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2021 was 1607 Capital Partners, an estimated $8.47M sold.

Based on aggregated 13F filings for Q3 2021.