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EVN

Eaton Vance Municipal Income Trust
EVN

84 hedge funds and large institutions have $92M invested in Eaton Vance Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.57% less ownership

Funds ownership: 17.34% → 16.77% (-0.57%)

5% less capital invested

Capital invested by funds: $96.5M → $92M (-$4.53M)

2% less funds holding

Funds holding: 86 → 84 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.41M
2
KAS
Kestra Advisory Services
Texas
+$2.04M
3
Cohen & Steers
Cohen & Steers
New York
+$726K
4
UBS Group
UBS Group
Switzerland
+$523K
5
CBFP
Cedar Brook Financial Partners
Ohio
+$365K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$8.47M
2
PPA
Parametric Portfolio Associates
Washington
-$648K
3
STA
Summit Trail Advisors
New York
-$621K
4
RCM
Rivernorth Capital Management
Florida
-$617K
5
Invesco
Invesco
Georgia
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
76
Stonebridge Capital Advisors
Minnesota
$18K -$18.9K -1,333 -50%
TWA
77
TCI Wealth Advisors
Arizona
$17K +$17.5K +1,231 New
BWA
78
BDO Wealth Advisors
Florida
$15K – – –
MRCM
79
M&R Capital Management
New Jersey
$14K – – –
GWM
80
Geneos Wealth Management
Colorado
$13K – – –
COCM
81
Charter Oak Capital Management
New Hampshire
$11K – – –
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$8K – – –
CFFP
83
Center for Financial Planning
Michigan
$4K – – –
GI
84
Gradient Investments
Minnesota
$1K – – –
RCM
85
Rivernorth Capital Management
Florida
– -$617K -44,006 Closed
ACA
86
Ackerman Capital Advisors
Texas
– -$285K -20,290 Closed
CSA
87
Cottage Street Advisors
Massachusetts
– -$262K -18,684 Closed
ASN
88
Advisory Services Network
Georgia
– -$40K -2,850 Closed
NFSG
89
Newbridge Financial Services Group
Florida
– -$8K -598 Closed
BC
90
Bartlett & Co
Ohio
– -$8K -557 Closed
BCWM
91
Bartlett & Co Wealth Management
Ohio
– -$7.82K -557 Closed
VCM
92
Vigilant Capital Management
Maine
– -$7K -510 Closed
1 2 3
4

EVN Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2021, worth a combined $92M — down 4.7% from $96.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EVN and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.41M. The largest seller was 1607 Capital Partners, cutting an estimated $8.47M.

  • 84 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2021, down from 86 in Q2 2021.
  • Funds reported $92M of Eaton Vance Municipal Income Trust stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $2.41M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2021 was 1607 Capital Partners, an estimated $8.47M sold.

Based on aggregated 13F filings for Q3 2021.