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EVN

Eaton Vance Municipal Income Trust
EVN

91 hedge funds and large institutions have $93.8M invested in Eaton Vance Municipal Income Trust in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

6% more funds holding

Funds holding: 86 → 91 (+5)

5% more capital invested

Capital invested by funds: $89.7M → $93.8M (+$4.09M)

0.27% more ownership

Funds ownership: 16.9% → 17.18% (+0.27%)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
30
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$1.09M
2
PPA
Parametric Portfolio Associates
Washington
+$719K
3
COLIM
City of London Investment Management
United Kingdom
+$540K
4
Wells Fargo
Wells Fargo
California
+$493K
5
Bank of America
Bank of America
North Carolina
+$308K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$2.41M
2
GC
Guggenheim Capital
Illinois
-$868K
3
Invesco
Invesco
Georgia
-$676K
4
RCM
Rivernorth Capital Management
Florida
-$640K
5
AAM
Advisors Asset Management
Colorado
-$633K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
76
Carmichael Hill & Associates
Maryland
$28K – – –
VBCG
77
Valley Brook Capital Group
Pennsylvania
$27K -$40.5K -3,000 -60%
APA
78
American Portfolios Advisors
New York
$25.2K +$2.93K +217 +13%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$24K +$9.6K +711 +69%
SCA
80
Stonebridge Capital Advisors
Minnesota
$18K +$18K +1,333 New
RWB
81
RMR Wealth Builders
New Jersey
$16K +$16K +1,182 New
BWA
82
BDO Wealth Advisors
Florida
$15K – – –
MRCM
83
M&R Capital Management
New Jersey
$14K – – –
GWM
84
Geneos Wealth Management
Colorado
$13K – – –
COCM
85
Charter Oak Capital Management
New Hampshire
$11K – – –
BC
86
Bartlett & Co
Ohio
$8K – – –
NFSG
87
Newbridge Financial Services Group
Florida
$8K – – –
BCWM
88
Bartlett & Co Wealth Management
Ohio
$7.67K – – –
CFFP
89
Center for Financial Planning
Michigan
$4K – – –
GI
90
Gradient Investments
Minnesota
$1K – – –
PAM
91
Panagora Asset Management
Massachusetts
$1K +$162 +12 +14%
ACA
92
Ackerman Capital Advisors
Texas
– -$304K -22,705 Closed
FM
93
Family Management
New York
– -$225K -16,782 Closed
IIC
94
Integrated Investment Consultants
Michigan
– -$147K -10,957 Closed
SWM
95
SeaCrest Wealth Management
New York
– -$142K -10,578 Closed
TJHA
96
Thomas J. Herzfeld Advisors
Florida
– -$107K -8,034 Closed
ASN
97
Advisory Services Network
Georgia
– -$38K -2,805 Closed
FWM
98
FSA Wealth Management
Massachusetts
– -$28K -2,100 Closed
1 2 3
4

EVN Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2021, worth a combined $93.8M — up 4.6% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVN positions and 8 closed out — a net gain of 7 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.09M. The largest seller was Kestra Advisory Services, cutting an estimated $2.41M.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2021, up from 86 in Q4 2020.
  • Funds reported $93.8M of Eaton Vance Municipal Income Trust stock for Q1 2021, up 4.6% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2021 and 8 closed out, a net change of +7 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2021 was 1607 Capital Partners, an estimated $1.09M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2021 was Kestra Advisory Services, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2021.