Eaton Vance Municipal Income Trust
EVN
100 hedge funds and large institutions have $89.4M invested in Eaton Vance Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 20
19% more funds holding
Funds holding: 84 → 100 (+16)
0.46% less ownership
Funds ownership: 16.77% → 16.31% (-0.46%)
3% less capital invested
Capital invested by funds: $92M → $89.4M (-$2.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.51M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$700K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$371K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$290K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.64M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$729K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$650K |
| 4 |
STA
Summit Trail Advisors
New York
|
-$634K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$205K | -14,792 | Closed |
|
|
WLPWM
102
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$99K | -7,180 | Closed |
|
|
HA
103
Herold Advisors
New York
| – | -$38K | -2,806 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | +$27 | +2 | New |
|
EVN Hedge Fund Activity: Q4 2021 in Review
100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2021, worth a combined $89.4M — down 2.8% from $92M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EVN positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 20 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.51M. The largest seller was Kestra Advisory Services, cutting an estimated $4.64M.
- 100 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2021, up from 84 in Q3 2021.
- Funds reported $89.4M of Eaton Vance Municipal Income Trust stock for Q4 2021, down 2.8% quarter-over-quarter.
- 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2021 and 4 closed out, a net change of +17 holders.
- The largest Eaton Vance Municipal Income Trust buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $1.51M added.
- The largest Eaton Vance Municipal Income Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $4.64M sold.
Based on aggregated 13F filings for Q4 2021.