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EVN

Eaton Vance Municipal Income Trust

89 hedge funds and large institutions have $74.2M invested in Eaton Vance Municipal Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 20.93%20.98% (+0.05%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

2% less funds holding

Funds holding: 9189 (-2)

10% less capital invested

Capital invested by funds: $82.7M → $74.2M (-$8.49M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
25
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$29.8K
Comerica Bank
77
Comerica Bank
Texas
$29.7K +$32.2K +3,333 New
AA
78
Ancora Advisors
Ohio
$23.3K
GWSG
79
GPS Wealth Strategies Group
Colorado
$22.3K
CHA
80
Carmichael Hill & Associates
Maryland
$18.1K
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$14.8K
PFA
82
Pathway Financial Advisers
Indiana
$12.7K +$13.8K +1,426 New
SCA
83
Stonebridge Capital Advisors
Minnesota
$11.9K
HCM
84
Highlander Capital Management
New Jersey
$9K +$9.66K +1,000 New
HI
85
Harbour Investments
Wisconsin
$3.75K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$3K
GRP
87
Global Retirement Partners
California
$2.57K
GI
88
Gradient Investments
Minnesota
$713
SIS
89
Sound Income Strategies
Florida
$9 -$9.14K -946 -100%
Nomura Holdings
90
Nomura Holdings
Japan
-$147K -14,779 Closed
AMBIA
91
Allen Mooney & Barnes Investment Advisors
Georgia
-$136K -13,638 Closed
CAM
92
Cresset Asset Management
Illinois
-$113K -11,395 Closed
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
-$109K -10,948 Closed
BTI
94
Blue Trust Inc
Georgia
-$6K -557 Closed
JP Morgan Chase
95
JP Morgan Chase
New York
-$2.26K -227 Closed
TFM
96
TFC Financial Management
Massachusetts
-$541 -54 Closed

EVN Hedge Fund Activity: Q3 2023 in Review

89 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2023, worth a combined $74.2M — down 10% from $82.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVN and 6 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 25 added.

The largest buyer was AQR Arbitrage, adding an estimated $1.37M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.54M.

  • 89 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2023, down from 91 in Q2 2023.
  • Funds reported $74.2M of Eaton Vance Municipal Income Trust stock for Q3 2023, down 10% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2023 was AQR Arbitrage, an estimated $1.37M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2023.