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EVN

Eaton Vance Municipal Income Trust
EVN

91 hedge funds and large institutions have $80.1M invested in Eaton Vance Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

0.37% more ownership

Funds ownership: 18.08% → 18.46% (+0.37%)

5% less funds holding

Funds holding: 96 → 91 (-5)

6% less capital invested

Capital invested by funds: $84.9M → $80.1M (-$4.78M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
19
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.79M
2
UBS Group
UBS Group
Switzerland
+$2.07M
3
LB
Leo Brokerage
Texas
+$1.9M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$848K
5
Wells Fargo
Wells Fargo
California
+$844K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$1.55M
2
RCM
Rivernorth Capital Management
Florida
-$1.34M
3
CBFP
Cedar Brook Financial Partners
Ohio
-$878K
4
1CP
1607 Capital Partners
Virginia
-$547K
5
WTC
WhitTier Trust Company
Nevada
-$512K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
76
North Star Investment Management
Illinois
$42K – – –
VWM
77
Valley Wealth Managers
New Jersey
$41K +$42.5K +3,793 New
AA
78
Ancora Advisors
Ohio
$29K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$23K +$16.8K +1,500 +231%
CHA
80
Carmichael Hill & Associates
Maryland
$22K – – –
APA
81
American Portfolios Advisors
New York
$21K +$247 +22 +1%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$21K – – –
SCA
83
Stonebridge Capital Advisors
Minnesota
$15K – – –
TWA
84
TCI Wealth Advisors
Arizona
$13K – – –
BWA
85
BDO Wealth Advisors
Florida
$12K – – –
HNB
86
Huntington National Bank
Ohio
$12K – – –
HI
87
Harbour Investments
Wisconsin
$12K +$11.8K +1,054 New
CCM
88
Chilton Capital Management
Texas
$9K +$8.76K +781 New
SWM
89
Spire Wealth Management
Virginia
$9K +$9.42K +840 New
GWM
90
Geneos Wealth Management
Colorado
$8K – – –
CFFP
91
Center for Financial Planning
Michigan
$3K – – –
GI
92
Gradient Investments
Minnesota
$1K – – –
RCM
93
Robinson Capital Management
Michigan
– -$1.55M -131,539 Closed
RCM
94
Rivernorth Capital Management
Florida
– -$1.34M -113,490 Closed
CBFP
95
Cedar Brook Financial Partners
Ohio
– -$878K -74,141 Closed
Walleye Capital
96
Walleye Capital
New York
– -$276K -23,282 Closed
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
– -$259K -21,851 Closed
CSA
98
Cottage Street Advisors
Massachusetts
– -$221K -18,684 Closed
WT
99
Whittier Trust
California
– -$181K -15,315 Closed
STA
100
Summit Trail Advisors
New York
– -$178K -14,997 Closed
1 2 3
4
5

EVN Hedge Fund Activity: Q2 2022 in Review

91 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2022, worth a combined $80.1M — down 5.6% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EVN and 17 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.55M sold.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2022, down from 96 in Q1 2022.
  • Funds reported $80.1M of Eaton Vance Municipal Income Trust stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2022 and 21 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $2.79M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2022 was Robinson Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2022.