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EVN

Eaton Vance Municipal Income Trust
EVN

102 hedge funds and large institutions have $95M invested in Eaton Vance Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more capital invested

Capital invested by funds: $74.2M → $95M (+$20.9M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

15% more funds holding

Funds holding: 89 → 102 (+13)

3.43% more ownership

Funds ownership: 20.98% → 24.41% (+3.4%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
29
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.86M
2
LSC
Logan Stone Capital
Illinois
+$1.94M
3
UBS Group
UBS Group
Switzerland
+$981K
4
RIL
Rothschild Investment LLC
Illinois
+$960K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$883K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.26M
2
Wells Fargo
Wells Fargo
California
-$892K
3
CIA
Capital Investment Advisors
Georgia
-$530K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$352K
5
AAM
Advisors Asset Management
Colorado
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$180K -$76.9K -8,267 -31%
CIA
52
Concurrent Investment Advisors
Florida
$175K +$166K +17,839 New
KAS
53
Kestra Advisory Services
Texas
$173K +$1.54K +165 +0.9%
LFA
54
Livelsberger Financial Advisory
Ohio
$169K +$160K +17,162 New
Stifel Financial
55
Stifel Financial
Missouri
$166K -$73.9K -7,936 -32%
EFG
56
Ethos Financial Group
Pennsylvania
$164K +$155K +16,693 New
KWM
57
Kingsview Wealth Management
Oregon
$163K -$21.8K -2,337 -12%
CAM
58
Cozad Asset Management
Illinois
$163K – – –
ICMP
59
Integrated Capital Management (Pennsylvania)
Pennsylvania
$160K +$1.85K +199 +1%
LA
60
LexAurum Advisors
Kansas
$157K +$1.78K +191 +1%
TPWM
61
Twelve Points Wealth Management
Massachusetts
$156K – – –
EH
62
Equitable Holdings
New York
$155K +$1.68K +180 +1%
Comerica Bank
63
Comerica Bank
Texas
$147K +$108K +11,612 +348%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$146K – – –
CFGSD
65
Compass Financial Group (South Dakota)
South Dakota
$134K – – –
OPA
66
Old Port Advisors
Maine
$132K +$125K +13,415 New
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$132K – – –
SP
68
Stonebrook Private
Michigan
$130K +$123K +13,245 New
WAM
69
Wolverine Asset Management
Illinois
$128K +$40.8K +4,382 +51%
WTA
70
Washington Trust Advisors
Massachusetts
$127K – – –
Baird Financial Group
71
Baird Financial Group
Wisconsin
$122K -$23.7K -2,547 -17%
CA
72
Cetera Advisors
Colorado
$112K +$106K +11,366 New
MFG
73
Merit Financial Group
Georgia
$111K -$8.99K -966 -8%
SQA
74
Simon Quick Advisors
New Jersey
$108K – – –
CCG
75
Catalina Capital Group
California
$104K +$98.9K +10,624 New
1 2
3
4 5

EVN Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2023, worth a combined $95M — up 28% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EVN positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.86M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.26M.

  • 102 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $95M of Eaton Vance Municipal Income Trust stock for Q4 2023, up 28% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2023 and 10 closed out, a net change of +14 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $5.86M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2023 was Hennion & Walsh Asset Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2023.