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EVN

Eaton Vance Municipal Income Trust
EVN

89 hedge funds and large institutions have $74.2M invested in Eaton Vance Municipal Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 20.93% → 20.98% (+0.05%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

2% less funds holding

Funds holding: 91 → 89 (-2)

10% less capital invested

Capital invested by funds: $82.7M → $74.2M (-$8.49M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
25
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
AQR Arbitrage
Connecticut
+$1.37M
2
LSC
Logan Stone Capital
Illinois
+$1.29M
3
RCM
Rivernorth Capital Management
Florida
+$1.27M
4
GC
Guggenheim Capital
Illinois
+$515K
5
Osaic Holdings
Osaic Holdings
Arizona
+$319K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.54M
2
Morgan Stanley
Morgan Stanley
New York
-$710K
3
Wells Fargo
Wells Fargo
California
-$529K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$493K
5
RCM
Robinson Capital Management
Michigan
-$446K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Almanack Investment Partners
Pennsylvania
$149K – – –
CAM
52
Cozad Asset Management
Illinois
$148K – – –
ICMP
53
Integrated Capital Management (Pennsylvania)
Pennsylvania
$143K +$8.21K +850 +6%
TPWM
54
Twelve Points Wealth Management
Massachusetts
$142K – – –
LA
55
LexAurum Advisors
Kansas
$141K +$1.77K +183 +1%
EH
56
Equitable Holdings
New York
$139K +$1.65K +171 +1%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$134K -$8.28K -857 -5%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$132K – – –
CFGSD
59
Compass Financial Group (South Dakota)
South Dakota
$121K – – –
BHWM
60
Bar Harbor Wealth Management
New Hampshire
$120K – – –
WTA
61
Washington Trust Advisors
Massachusetts
$115K – – –
HighTower Advisors
62
HighTower Advisors
Illinois
$110K – – –
MFG
63
Merit Financial Group
Georgia
$109K +$1.01K +105 +0.9%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$102K +$111K +11,483 New
SWM
65
SeaCrest Wealth Management
New York
$97.7K – – –
SQA
66
Simon Quick Advisors
New Jersey
$97.6K – – –
HA
67
HFG Advisors
Ohio
$92.5K – – –
HCM
68
Hollencrest Capital Management
California
$91.3K – – –
SWA
69
Sax Wealth Advisors
New Jersey
$91K – – –
SRC
70
Shufro Rose & Co
New York
$89.1K – – –
CFGS
71
Concourse Financial Group Securities
Alabama
$79.7K – – –
WAM
72
Wolverine Asset Management
Illinois
$77.2K +$83.7K +8,667 New
AIM
73
Arcadia Investment Management
Michigan
$73.3K – – –
CNBTD
74
Citizens National Bank Trust Department
Mississippi
$44.5K – – –
NSIM
75
North Star Investment Management
Illinois
$34.3K – – –
1 2
3
4

EVN Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2023, worth a combined $74.2M — down 10% from $82.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVN and 6 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 25 added.

The largest buyer was AQR Arbitrage, adding an estimated $1.37M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.54M.

  • 89 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2023, down from 91 in Q2 2023.
  • Funds reported $74.2M of Eaton Vance Municipal Income Trust stock for Q3 2023, down 10% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2023 was AQR Arbitrage, an estimated $1.37M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2023.