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EVN

Eaton Vance Municipal Income Trust
EVN

102 hedge funds and large institutions have $95M invested in Eaton Vance Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

28% more capital invested

Capital invested by funds: $74.2M → $95M (+$20.9M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

15% more funds holding

Funds holding: 89 → 102 (+13)

3.43% more ownership

Funds ownership: 20.98% → 24.41% (+3.4%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
29
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.86M
2
LSC
Logan Stone Capital
Illinois
+$1.94M
3
UBS Group
UBS Group
Switzerland
+$981K
4
RIL
Rothschild Investment LLC
Illinois
+$960K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$883K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.26M
2
Wells Fargo
Wells Fargo
California
-$892K
3
CIA
Capital Investment Advisors
Georgia
-$530K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$352K
5
AAM
Advisors Asset Management
Colorado
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
76
HFG Advisors
Ohio
$102K – – –
Neuberger Berman Group
77
Neuberger Berman Group
New York
$102K +$96.6K +10,376 New
HCM
78
Hollencrest Capital Management
California
$101K – – –
SWA
79
Sax Wealth Advisors
New Jersey
$100K – – –
CCP
80
Clough Capital Partners
Massachusetts
$99.2K +$94K +10,100 New
QL
81
Quarry LP
New York
$99.2K +$94K +10,100 New
CFGS
82
Concourse Financial Group Securities
Alabama
$87.9K – – –
EC
83
Elequin Capital
New York
$84.1K +$79.7K +8,566 New
AIM
84
Arcadia Investment Management
Michigan
$80.8K – – –
CNBTD
85
Citizens National Bank Trust Department
Mississippi
$49.1K – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$44.3K -$123K -13,226 -75%
BI
87
Bramshill Investments
Florida
$44.1K +$41.8K +4,488 New
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$32.9K – – –
AA
89
Ancora Advisors
Ohio
$25.7K – – –
GWSG
90
GPS Wealth Strategies Group
Colorado
$24.6K – – –
CHA
91
Carmichael Hill & Associates
Maryland
$20K – – –
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$16.5K – – –
HCM
93
Highlander Capital Management
New Jersey
$9.82K – – –
PFA
94
Pathway Financial Advisers
Indiana
$6.53K -$7.08K -761 -53%
US Bancorp
95
US Bancorp
Minnesota
$6.29K +$5.96K +640 New
HI
96
Harbour Investments
Wisconsin
$4.13K – – –
GRP
97
Global Retirement Partners
California
$2.87K – – –
GI
98
Gradient Investments
Minnesota
$786 – – –
T
99
Tidemark
California
$128 +$121 +13 New
S
100
Sachetta
Massachusetts
$20 +$19 +2 New
1 2 3
4
5

EVN Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2023, worth a combined $95M — up 28% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new EVN positions and 10 closed out — a net gain of 14 holders — while 29 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.86M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $1.26M.

  • 102 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $95M of Eaton Vance Municipal Income Trust stock for Q4 2023, up 28% quarter-over-quarter.
  • 24 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2023 and 10 closed out, a net change of +14 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $5.86M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2023 was Hennion & Walsh Asset Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2023.