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EVN

Eaton Vance Municipal Income Trust

86 hedge funds and large institutions have $96.5M invested in Eaton Vance Municipal Income Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $93.8M → $96.5M (+$2.7M)

0.16% more ownership

Funds ownership: 17.18%17.34% (+0.16%)

5% less funds holding

Funds holding: 9186 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
33
Reduced
17
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$13K
COCM
77
Charter Oak Capital Management
New Hampshire
$11K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$9K +$9.06K +650 New
BC
79
Bartlett & Co
Ohio
$8K
NFSG
80
Newbridge Financial Services Group
Florida
$8K
BCWM
81
Bartlett & Co Wealth Management
Ohio
$7.82K
VCM
82
Vigilant Capital Management
Maine
$7K +$7.11K +510 New
CFFP
83
Center for Financial Planning
Michigan
$4K
GI
84
Gradient Investments
Minnesota
$1K
KIM
85
Karpus Investment Management
New York
-$403K -29,300 Closed
CAM
86
Cozad Asset Management
Illinois
-$201K -14,575 Closed
S
87
SignatureFD
Georgia
-$117K -8,503 Closed
FIA
88
FNY Investment Advisers
New York
-$85K -6,173 Closed
IAIM
89
International Assets Investment Management
Florida
-$43K -3,235 Closed
WAP
90
Wealthcare Advisory Partners
Pennsylvania
-$43K -3,111 Closed
AWC
91
Abundance Wealth Counselors
Pennsylvania
-$41K -2,952 Closed
AIC
92
Archer Investment Corporation
Indiana
-$35.8K -2,597 Closed
VBCG
93
Valley Brook Capital Group
Pennsylvania
-$27K -2,000 Closed
BFEC
94
Benjamin F. Edwards & Company
Missouri
-$24K -1,736 Closed
RWB
95
RMR Wealth Builders
New Jersey
-$16K -1,182 Closed
PAM
96
Panagora Asset Management
Massachusetts
-$1K -96 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
+$28 +2 New
EBSAM
98
Eubel Brady & Suttman Asset Management
Ohio
+$237 +17 New

EVN Hedge Fund Activity: Q2 2021 in Review

86 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2021, worth a combined $96.5M — up 2.9% from $93.8M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVN and 9 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 33 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.77M. The largest seller was 1607 Capital Partners, cutting an estimated $1.86M.

  • 86 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2021, down from 91 in Q1 2021.
  • Funds reported $96.5M of Eaton Vance Municipal Income Trust stock for Q2 2021, up 2.9% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2021 and 12 closed out, a net change of -3 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2021 was Hennion & Walsh Asset Management, an estimated $1.77M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2021 was 1607 Capital Partners, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2021.