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EVN

Eaton Vance Municipal Income Trust
EVN

100 hedge funds and large institutions have $89.4M invested in Eaton Vance Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

19% more funds holding

Funds holding: 84 → 100 (+16)

0.46% less ownership

Funds ownership: 16.77% → 16.31% (-0.46%)

3% less capital invested

Capital invested by funds: $92M → $89.4M (-$2.59M)

Holders
100
Holders Change
+16
Holders Change %
+19.05%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.51M
2
AAM
Advisors Asset Management
Colorado
+$700K
3
NA
NewEdge Advisors
Louisiana
+$371K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$290K
5
RJA
Raymond James & Associates
Florida
+$261K

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$4.64M
2
PPA
Parametric Portfolio Associates
Washington
-$729K
3
1CP
1607 Capital Partners
Virginia
-$650K
4
STA
Summit Trail Advisors
New York
-$634K
5
Invesco
Invesco
Georgia
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$53K – – –
SWM
77
Spire Wealth Management
Virginia
$53K +$9.62K +700 +22%
RFWA
78
RPg Family Wealth Advisory
Massachusetts
$45.8K – – –
RPCONE
79
Retirement Planning Company of New England
Rhode Island
$33K +$33.6K +2,448 New
CHA
80
Carmichael Hill & Associates
Maryland
$28K – – –
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$27K +$26.4K +1,925 New
APA
82
American Portfolios Advisors
New York
$26K +$234 +17 +0.9%
FAG
83
Fortitude Advisory Group
Washington
$25K +$24.5K +1,783 New
SFM
84
Signet Financial Management
New Jersey
$24K +$24.1K +1,757 New
AssetMark Inc
85
AssetMark Inc
California
$19K +$18.5K +1,343 New
SCA
86
Stonebridge Capital Advisors
Minnesota
$18K – – –
TWA
87
TCI Wealth Advisors
Arizona
$17K – – –
HI
88
Harbour Investments
Wisconsin
$15K -$124K -9,035 -90%
BWA
89
BDO Wealth Advisors
Florida
$15K – – –
CWS
90
Confluence Wealth Services
Pennsylvania
$15K +$15.5K +1,128 New
MRCM
91
M&R Capital Management
New Jersey
$14K – – –
GWM
92
Geneos Wealth Management
Colorado
$13K – – –
COCM
93
Charter Oak Capital Management
New Hampshire
$11K – – –
CCM
94
Chilton Capital Management
Texas
$11K +$10.7K +781 New
TCM
95
Tradewinds Capital Management
Washington
$10K +$9.62K +700 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$8K – – –
Bessemer Group
97
Bessemer Group
New Jersey
$6K +$5.73K +417 New
CFFP
98
Center for Financial Planning
Michigan
$4K – – –
GI
99
Gradient Investments
Minnesota
$2K +$550 +40 +50%
CFA
100
Capstone Financial Advisors
Illinois
– -$306K -22,108 Closed
1 2 3
4
5

EVN Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2021, worth a combined $89.4M — down 2.8% from $92M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVN positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.51M. The largest seller was Kestra Advisory Services, cutting an estimated $4.64M.

  • 100 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $89.4M of Eaton Vance Municipal Income Trust stock for Q4 2021, down 2.8% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2021 and 4 closed out, a net change of +17 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $1.51M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2021.