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EVN

Eaton Vance Municipal Income Trust
EVN

87 hedge funds and large institutions have $87.7M invested in Eaton Vance Municipal Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $78.5M → $87.7M (+$9.2M)

9% more funds holding

Funds holding: 80 → 87 (+7)

2.93% more ownership

Funds ownership: 15.48% → 18.41% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
27
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.6M
2
RCM
Rivernorth Capital Management
Florida
+$3.72M
3
1CP
1607 Capital Partners
Virginia
+$1.9M
4
AA
AQR Arbitrage
Connecticut
+$901K
5
UBS Group
UBS Group
Switzerland
+$863K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.93M
2
RCM
Robinson Capital Management
Michigan
-$1.41M
3
AAM
Advisors Asset Management
Colorado
-$852K
4
GC
Guggenheim Capital
Illinois
-$806K
5
Wells Fargo
Wells Fargo
California
-$600K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
76
Stonebridge Capital Advisors
Minnesota
$16K – – –
BCWM
77
Bartlett & Co Wealth Management
Ohio
$13.3K +$14.2K +1,114 New
BWA
78
BDO Wealth Advisors
Florida
$13K – – –
BC
79
Bartlett & Co
Ohio
$13K +$14.2K +1,114 New
MRCM
80
M&R Capital Management
New Jersey
$12K – – –
EWM
81
Endurance Wealth Management
Rhode Island
$9K – – –
NFG
82
Next Financial Group
Texas
$8K -$48.2K -3,785 -85%
AF
83
Advisornet Financial
Minnesota
$8K – – –
PAM
84
Panagora Asset Management
Massachusetts
$6K +$1.85K +145 +45%
RFM
85
Royal Fund Management
Florida
$5K – – –
WCG
86
Weaver Consulting Group
California
$3K +$2.98K +234 New
DWM
87
Darwin Wealth Management
Florida
$2K +$2.55K +200 New
PPA
88
Parametric Portfolio Associates
Washington
– -$1.93M -151,335 Closed
SS
89
Sunbelt Securities
Texas
– -$364K -28,511 Closed
GGI
90
Godsey & Gibb Inc
Virginia
– -$346K -27,111 Closed
PCP
91
Proficio Capital Partners
Massachusetts
– -$258K -20,205 Closed
Creative Planning
92
Creative Planning
Kansas
– -$155K -12,121 Closed
SFPG
93
Stonebridge Financial Planning Group
Florida
– -$67K -5,288 Closed
RMAM
94
Raab & Moskowitz Asset Management
New Jersey
– -$43K -3,402 Closed
TFA
95
Tobias Financial Advisors
Florida
– -$13K -1,069 Closed
EWM
96
EPG Wealth Management
Georgia
– +$13 +1 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
– +$13 +1 New
1 2 3
4

EVN Hedge Fund Activity: Q1 2020 in Review

87 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2020, worth a combined $87.7M — up 12% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EVN positions and 8 closed out — a net gain of 9 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.6M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $1.93M sold.

  • 87 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2020, up from 80 in Q4 2019.
  • Funds reported $87.7M of Eaton Vance Municipal Income Trust stock for Q1 2020, up 12% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2020 and 8 closed out, a net change of +9 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2020 was Karpus Investment Management, an estimated $11.6M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2020 was Parametric Portfolio Associates, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2020.