We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust
EVN

90 hedge funds and large institutions have $88.3M invested in Eaton Vance Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.59% less ownership

Funds ownership: 22.1% → 21.51% (-0.59%)

2% less capital invested

Capital invested by funds: $89.6M → $88.3M (-$1.36M)

5% less funds holding

Funds holding: 95 → 90 (-5)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
24
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.61M
2
KAS
Kestra Advisory Services
Texas
+$891K
3
AAM
Advisors Asset Management
Colorado
+$441K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$421K
5
IIM
InTrack Investment Management
Vermont
+$410K

Top Sellers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
-$1.57M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.45M
3
Truist Financial
Truist Financial
North Carolina
-$740K
4
AA
AQR Arbitrage
Connecticut
-$726K
5
AGM
Alpine Global Management
New York
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
51
Cozad Asset Management
Illinois
$172K – – –
LA
52
LexAurum Advisors
Kansas
$170K +$2.23K +222 +1%
TPWM
53
Twelve Points Wealth Management
Massachusetts
$165K – – –
CIA
54
Concurrent Investment Advisors
Florida
$158K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$149K -$165K -16,352 -53%
PGFC
56
Peapack-Gladstone Financial Corp
New Jersey
$145K -$5.12K -508 -3%
LFA
57
Livelsberger Financial Advisory
Ohio
$143K +$896 +89 +0.6%
CFGSD
58
Compass Financial Group (South Dakota)
South Dakota
$141K – – –
BHWM
59
Bar Harbor Wealth Management
New Hampshire
$139K – – –
EH
60
Equitable Holdings
New York
$135K -$6.09K -605 -4%
First Trust Advisors
61
First Trust Advisors
Illinois
$128K – – –
HF
62
HRT Financial
New York
$115K +$112K +11,131 New
SQA
63
Simon Quick Advisors
New Jersey
$113K – – –
HA
64
HFG Advisors
Ohio
$107K – – –
HCM
65
Hollencrest Capital Management
California
$106K – – –
SWA
66
Sax Wealth Advisors
New Jersey
$106K – – –
Cohen & Steers
67
Cohen & Steers
New York
$104K -$151K -15,000 -60%
CFGS
68
Concourse Financial Group Securities
Alabama
$92.6K – – –
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$89.3K +$87.1K +8,650 New
AIM
70
Arcadia Investment Management
Michigan
$85.2K – – –
LIA
71
Lynx Investment Advisory
District of Columbia
$81.1K +$78.9K +7,837 New
BI
72
Bramshill Investments
Florida
$49.8K +$48.4K +4,810 New
CNBTD
73
Citizens National Bank Trust Department
Mississippi
$41.4K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$36.8K -$9.67K -960 -21%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$34.6K – – –
1 2
3
4

EVN Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2024, worth a combined $88.3M — down 1.5% from $89.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EVN and 8 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was Logan Stone Capital, exiting entirely with an estimated $1.57M sold.

  • 90 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2024, down from 95 in Q1 2024.
  • Funds reported $88.3M of Eaton Vance Municipal Income Trust stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2024 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2024 was Morgan Stanley, an estimated $1.61M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2024 was Logan Stone Capital, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2024.