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EVN

Eaton Vance Municipal Income Trust
EVN

86 hedge funds and large institutions have $89.7M invested in Eaton Vance Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

9% more funds holding

Funds holding: 79 → 86 (+7)

2% less capital invested

Capital invested by funds: $91.7M → $89.7M (-$2.02M)

1.14% less ownership

Funds ownership: 18.05% → 16.9% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
22
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$2.89M
2
1CP
1607 Capital Partners
Virginia
+$1.94M
3
Bank of America
Bank of America
North Carolina
+$1.6M
4
UBS Group
UBS Group
Switzerland
+$929K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
+$358K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$7.52M
2
KIM
Karpus Investment Management
New York
-$5.56M
3
PPA
Parametric Portfolio Associates
Washington
-$1.31M
4
6M
6 Meridian
Kansas
-$530K
5
VanEck Associates
VanEck Associates
New York
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
76
M&R Capital Management
New Jersey
$13K – – –
FIA
77
FNY Investment Advisers
New York
$11K +$11.4K +876 New
COCM
78
Charter Oak Capital Management
New Hampshire
$10K +$10.1K +779 New
NFSG
79
Newbridge Financial Services Group
Florida
$8K – – –
BCWM
80
Bartlett & Co Wealth Management
Ohio
$7.45K – – –
BC
81
Bartlett & Co
Ohio
$7K – – –
NFG
82
Next Financial Group
Texas
$6K -$4.18K -321 -41%
CFFP
83
Center for Financial Planning
Michigan
$4K – – –
PAM
84
Panagora Asset Management
Massachusetts
$1K -$5.03K -386 -82%
GI
85
Gradient Investments
Minnesota
$1K – – –
RCM
86
Robinson Capital Management
Michigan
– -$7.52M -587,148 Closed
6M
87
6 Meridian
Kansas
– -$530K -41,398 Closed
SG
88
StoneX Group
New York
– -$160K -12,493 Closed
FHA
89
Flagship Harbor Advisors
Massachusetts
– -$19K -1,495 Closed
EWM
90
Endurance Wealth Management
Rhode Island
– -$10K -767 Closed
Citigroup
91
Citigroup
New York
– -$7K -528 Closed
WCG
92
Weaver Consulting Group
California
– -$3K -234 Closed
1 2 3
4

EVN Hedge Fund Activity: Q4 2020 in Review

86 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2020, worth a combined $89.7M — down 2.2% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVN positions and 7 closed out — a net gain of 8 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.89M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $7.52M sold.

  • 86 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $89.7M of Eaton Vance Municipal Income Trust stock for Q4 2020, down 2.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2020 and 7 closed out, a net change of +8 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2020 was Kestra Advisory Services, an estimated $2.89M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2020 was Robinson Capital Management, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2020.