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EVN

Eaton Vance Municipal Income Trust
EVN

101 hedge funds and large institutions have $91.3M invested in Eaton Vance Municipal Income Trust in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $70.3M → $91.3M (+$21M)

12% more funds holding

Funds holding: 90 → 101 (+11)

5.15% more ownership

Funds ownership: 18.12% → 23.26% (+5.1%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
25
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$4.51M
2
Morgan Stanley
Morgan Stanley
New York
+$3.39M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.67M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.54M
5
RCM
Rivernorth Capital Management
Florida
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.61M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$704K
3
CIA
Capital Investment Advisors
Georgia
-$597K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$513K
5
Bank of America
Bank of America
North Carolina
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
76
Shufro Rose & Co
New York
$98.7K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$88.3K – – –
AIM
78
Arcadia Investment Management
Michigan
$81.2K – – –
CNBTD
79
Citizens National Bank Trust Department
Mississippi
$79K – – –
Cohen & Steers
80
Cohen & Steers
New York
$71K – – –
AF
81
Allworth Financial
California
$61.7K – – –
BTI
82
Blue Trust Inc
Georgia
$54K – – –
BAM
83
Belpointe Asset Management
Nevada
$48.7K +$48.5K +4,933 New
NSIM
84
North Star Investment Management
Illinois
$38K – – –
WTC
85
WhitTier Trust Company
Nevada
$37.5K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$33K -$28.9K -2,936 -47%
PFA
87
Pathway Financial Advisers
Indiana
$31.2K +$31.1K +3,163 New
AA
88
Ancora Advisors
Ohio
$26K – – –
CT
89
Caldwell Trust
Florida
$23.3K +$23.2K +2,360 New
CHA
90
Carmichael Hill & Associates
Maryland
$20.1K – – –
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$16.5K -$2.46K -250 -13%
SCA
92
Stonebridge Capital Advisors
Minnesota
$13.2K – – –
HNB
93
Huntington National Bank
Ohio
$11K – – –
BWA
94
BDO Wealth Advisors
Florida
$10.9K – – –
HI
95
Harbour Investments
Wisconsin
$10.4K – – –
DCM
96
Davidson Capital Management
Texas
$9.87K +$9.84K +1,000 New
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$6K -$14.8K -1,500 -70%
ASN
98
Advisory Services Network
Georgia
$3.95K +$3.94K +400 New
CFFP
99
Center for Financial Planning
Michigan
$3.11K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$3K -$118 -12 -4%
1 2 3
4
5

EVN Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2022, worth a combined $91.3M — up 30% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVN positions and 9 closed out — a net gain of 12 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $4.51M. The largest seller was UBS Group, cutting an estimated $2.61M.

  • 101 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $91.3M of Eaton Vance Municipal Income Trust stock for Q4 2022, up 30% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2022 and 9 closed out, a net change of +12 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2022 was Robinson Capital Management, an estimated $4.51M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2022 was UBS Group, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2022.