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EVN

Eaton Vance Municipal Income Trust
EVN

96 hedge funds and large institutions have $84.9M invested in Eaton Vance Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 16.31% → 18.08% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

4% less funds holding

Funds holding: 100 → 96 (-4)

5% less capital invested

Capital invested by funds: $89.4M → $84.9M (-$4.47M)

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.21M
2
WF
Welch & Forbes
Massachusetts
+$2.59M
3
Wells Fargo
Wells Fargo
California
+$1.82M
4
RCM
Robinson Capital Management
Michigan
+$1.46M
5
RCM
Rivernorth Capital Management
Florida
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
LC
Lavaca Capital
Texas
-$2.45M
2
GC
Guggenheim Capital
Illinois
-$1.37M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.08M
4
Morgan Stanley
Morgan Stanley
New York
-$519K
5
TIM
Triad Investment Management
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$74K – – –
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$74K – – –
NSIM
78
North Star Investment Management
Illinois
$46K – – –
HA
79
Herold Advisors
New York
$33.2K +$35.3K +2,806 New
AA
80
Ancora Advisors
Ohio
$31K +$32.8K +2,613 New
CHA
81
Carmichael Hill & Associates
Maryland
$24K – – –
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$23K – – –
APA
83
American Portfolios Advisors
New York
$22.5K +$251 +20 +1%
FAG
84
Fortitude Advisory Group
Washington
$21K – – –
PFS
85
Prospera Financial Services
Texas
$21K +$22.1K +1,755 New
AssetMark Inc
86
AssetMark Inc
California
$16K – – –
SCA
87
Stonebridge Capital Advisors
Minnesota
$16K – – –
TWA
88
TCI Wealth Advisors
Arizona
$15K – – –
BWA
89
BDO Wealth Advisors
Florida
$13K – – –
MRCM
90
M&R Capital Management
New Jersey
$12K – – –
GWM
91
Geneos Wealth Management
Colorado
$9K -$2.51K -200 -21%
COCM
92
Charter Oak Capital Management
New Hampshire
$9K – – –
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$7K – – –
CFFP
94
Center for Financial Planning
Michigan
$4K – – –
GI
95
Gradient Investments
Minnesota
$1K -$503 -40 -33%
LC
96
Lavaca Capital
Texas
– -$2.45M -177,533 Closed
TIM
97
Triad Investment Management
California
– -$352K -25,473 Closed
AF
98
Advisornet Financial
Minnesota
– -$308K -22,300 Closed
Invesco
99
Invesco
Georgia
– -$268K -19,408 Closed
WWMSC
100
Wagner Wealth Management (South Carolina)
South Carolina
– -$208K -15,026 Closed
1 2 3
4
5

EVN Hedge Fund Activity: Q1 2022 in Review

96 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2022, worth a combined $84.9M — down 5% from $89.4M a quarter earlier.

Fund positioning in EVN was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 25 added to existing stakes and 24 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $3.21M. The largest seller was Lavaca Capital, exiting entirely with an estimated $2.45M sold.

  • 96 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2022, down from 100 in Q4 2021.
  • Funds reported $84.9M of Eaton Vance Municipal Income Trust stock for Q1 2022, down 5% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2022 and 17 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2022 was Capital Investment Advisors, an estimated $3.21M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2022 was Lavaca Capital, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2022.