We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust

90 hedge funds and large institutions have $70.3M invested in Eaton Vance Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.34% less ownership

Funds ownership: 18.46%18.12% (-0.34%)

1% less funds holding

Funds holding: 9190 (-1)

12% less capital invested

Capital invested by funds: $80.1M → $70.3M (-$9.84M)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$37K
AA
77
Ancora Advisors
Ohio
$26K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$21K
CHA
79
Carmichael Hill & Associates
Maryland
$20K
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$19K
APA
81
American Portfolios Advisors
New York
$19K +$245 +22 +1%
SCA
82
Stonebridge Capital Advisors
Minnesota
$13K
HI
83
Harbour Investments
Wisconsin
$12K
BWA
84
BDO Wealth Advisors
Florida
$11K
HNB
85
Huntington National Bank
Ohio
$11K
JP Morgan Chase
86
JP Morgan Chase
New York
$8K +$9.19K +824 New
BWM
87
BerganKDV Wealth Management
Minnesota
$7K +$7.42K +666 New
WWMSC
88
Wagner Wealth Management (South Carolina)
South Carolina
$6K -$36.8K -3,305 -84%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$3K -$56.8K -5,093 -94%
CFFP
90
Center for Financial Planning
Michigan
$3K
GI
91
Gradient Investments
Minnesota
$1K
COLIM
92
City of London Investment Management
United Kingdom
-$437K -40,000 Closed
AIP
93
Almanack Investment Partners
Pennsylvania
-$210K -19,237 Closed
KFP
94
KMG Fiduciary Partners
Ohio
-$201K -18,415 Closed
WFAG
95
Wescott Financial Advisory Group
Pennsylvania
-$199K -18,200 Closed
PWS
96
Paragon Wealth Strategies
Florida
-$146K -13,114 Closed
DAS
97
Dynamic Advisor Solutions
Arizona
-$125K -11,438 Closed
Nomura Holdings
98
Nomura Holdings
Japan
-$109K -10,000 Closed
VWM
99
Valley Wealth Managers
New Jersey
-$41K -3,793 Closed
TWA
100
TCI Wealth Advisors
Arizona
-$13K -1,231 Closed

EVN Hedge Fund Activity: Q3 2022 in Review

90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2022, worth a combined $70.3M — down 12% from $80.1M a quarter earlier.

Fund positioning in EVN was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.41M. The largest seller was 1607 Capital Partners, cutting an estimated $1.24M.

  • 90 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2022, down from 91 in Q2 2022.
  • Funds reported $70.3M of Eaton Vance Municipal Income Trust stock for Q3 2022, down 12% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2022 and 12 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2022 was Robinson Capital Management, an estimated $1.41M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2022 was 1607 Capital Partners, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2022.