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EVN

Eaton Vance Municipal Income Trust
EVN

91 hedge funds and large institutions have $82.7M invested in Eaton Vance Municipal Income Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.52% less ownership

Funds ownership: 21.45% → 20.93% (-0.52%)

2% less capital invested

Capital invested by funds: $84.5M → $82.7M (-$1.88M)

5% less funds holding

Funds holding: 96 → 91 (-5)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
22
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$881K
2
AA
AQR Arbitrage
Connecticut
+$568K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$264K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$235K
5
DADC
D.A. Davidson & Co
Montana
+$204K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$986K
2
Morgan Stanley
Morgan Stanley
New York
-$684K
3
UBS Group
UBS Group
Switzerland
-$659K
4
LSC
Logan Stone Capital
Illinois
-$532K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$337K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
51
Equitable Holdings
New York
$154K +$16.3K +1,631 +12%
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$152K -$249 -25 -0.2%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$148K – – –
Nomura Holdings
54
Nomura Holdings
Japan
$147K +$47.7K +4,779 +48%
AMBIA
55
Allen Mooney & Barnes Investment Advisors
Georgia
$136K – – –
CFGSD
56
Compass Financial Group (South Dakota)
South Dakota
$136K – – –
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$133K – – –
LCM
58
Landscape Capital Management
New Jersey
$131K -$81.9K -8,212 -38%
WTA
59
Washington Trust Advisors
Massachusetts
$128K -$19.9K -2,000 -13%
HighTower Advisors
60
HighTower Advisors
Illinois
$122K -$19.8K -1,990 -14%
MFG
61
Merit Financial Group
Georgia
$121K +$121K +12,146 New
CAM
62
Cresset Asset Management
Illinois
$113K +$114K +11,395 New
SWM
63
SeaCrest Wealth Management
New York
$109K – – –
SQA
64
Simon Quick Advisors
New Jersey
$109K – – –
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$109K +$1.26K +126 +1%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$108K – – –
HA
67
HFG Advisors
Ohio
$103K – – –
HCM
68
Hollencrest Capital Management
California
$102K – – –
SWA
69
Sax Wealth Advisors
New Jersey
$102K – – –
CPIG
70
Chicago Partners Investment Group
Illinois
$101K +$1.23K +123 +1%
SRC
71
Shufro Rose & Co
New York
$99.5K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$89.1K – – –
AIM
73
Arcadia Investment Management
Michigan
$81.9K – – –
Cohen & Steers
74
Cohen & Steers
New York
$72K – – –
CNBTD
75
Citizens National Bank Trust Department
Mississippi
$49.8K -$29.9K -3,000 -38%
1 2
3
4 5

EVN Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2023, worth a combined $82.7M — down 2.2% from $84.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVN and 8 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 22 added.

The largest buyer was Truist Financial, adding an estimated $881K. The largest seller was Advisors Asset Management, cutting an estimated $986K.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2023, down from 96 in Q1 2023.
  • Funds reported $82.7M of Eaton Vance Municipal Income Trust stock for Q2 2023, down 2.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2023 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2023 was Truist Financial, an estimated $881K added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2023 was Advisors Asset Management, an estimated $986K sold.

Based on aggregated 13F filings for Q2 2023.