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EVN

Eaton Vance Municipal Income Trust

101 hedge funds and large institutions have $91.3M invested in Eaton Vance Municipal Income Trust in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $70.3M → $91.3M (+$21M)

12% more funds holding

Funds holding: 90101 (+11)

5.15% more ownership

Funds ownership: 18.12%23.26% (+5.1%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
25
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$173K -$118K -11,950 -39%
AIP
52
Almanack Investment Partners
Pennsylvania
$165K +$164K +16,693 New
DWM
53
Drive Wealth Management
Utah
$164K +$1.59K +162 +1%
CAM
54
Cozad Asset Management
Illinois
$164K
TPWM
55
Twelve Points Wealth Management
Massachusetts
$157K
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$155K -$23.9K -2,433 -13%
SCA
57
Snowden Capital Advisors
New York
$154K -$83.7K -8,502 -35%
LA
58
LexAurum Advisors
Kansas
$150K +$1.86K +189 +1%
WTA
59
Washington Trust Advisors
Massachusetts
$147K
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$145K -$7.1K -721 -5%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$144K -$14.6K -1,488 -9%
HighTower Advisors
62
HighTower Advisors
Illinois
$139K +$17.4K +1,769 +14%
CFGSD
63
Compass Financial Group (South Dakota)
South Dakota
$135K +$134K +13,630 New
AMBIA
64
Allen Mooney & Barnes Investment Advisors
Georgia
$135K -$14.5K -1,475 -10%
BHWM
65
Bar Harbor Wealth Management
New Hampshire
$132K
SWM
66
SeaCrest Wealth Management
New York
$128K -$32.5K -3,303 -20%
SS
67
Simplicity Solutions
Minnesota
$121K +$512 +52 +0.4%
MCC
68
Money Concepts Capital
Florida
$120K
AWM
69
Avaii Wealth Management
Wisconsin
$118K +$117K +11,924 New
SQA
70
Simon Quick Advisors
New Jersey
$108K
JF
71
Jump Financial
Illinois
$108K +$107K +10,900 New
HA
72
HFG Advisors
Ohio
$102K
HCM
73
Hollencrest Capital Management
California
$101K +$101K +10,250 New
CWM
74
Collaborative Wealth Management
Florida
$101K -$9.84K -1,000 -9%
SWA
75
Sax Wealth Advisors
New Jersey
$101K +$100K +10,208 New

EVN Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2022, worth a combined $91.3M — up 30% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVN positions and 9 closed out — a net gain of 12 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $4.51M. The largest seller was UBS Group, cutting an estimated $2.61M.

  • 101 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $91.3M of Eaton Vance Municipal Income Trust stock for Q4 2022, up 30% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2022 and 9 closed out, a net change of +12 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2022 was Robinson Capital Management, an estimated $4.51M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2022 was UBS Group, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2022.