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EVN

Eaton Vance Municipal Income Trust
EVN

96 hedge funds and large institutions have $84.9M invested in Eaton Vance Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% more ownership

Funds ownership: 16.31% → 18.08% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

4% less funds holding

Funds holding: 100 → 96 (-4)

5% less capital invested

Capital invested by funds: $89.4M → $84.9M (-$4.47M)

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
25
Reduced
24
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$3.21M
2
WF
Welch & Forbes
Massachusetts
+$2.59M
3
Wells Fargo
Wells Fargo
California
+$1.82M
4
RCM
Robinson Capital Management
Michigan
+$1.46M
5
RCM
Rivernorth Capital Management
Florida
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
LC
Lavaca Capital
Texas
-$2.45M
2
GC
Guggenheim Capital
Illinois
-$1.37M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.08M
4
Morgan Stanley
Morgan Stanley
New York
-$519K
5
TIM
Triad Investment Management
California
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Calton & Associates
Florida
– -$196K -14,186 Closed
US Bancorp
102
US Bancorp
Minnesota
– -$180K -13,000 Closed
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
– -$169K -12,200 Closed
WT
104
Washington Trust
Rhode Island
– -$64K -4,600 Closed
SWM
105
Spire Wealth Management
Virginia
– -$53K -3,820 Closed
RFWA
106
RPg Family Wealth Advisory
Massachusetts
– -$45.8K -3,316 Closed
RPCONE
107
Retirement Planning Company of New England
Rhode Island
– -$33K -2,448 Closed
SFM
108
Signet Financial Management
New Jersey
– -$24K -1,757 Closed
CWS
109
Confluence Wealth Services
Pennsylvania
– -$15K -1,128 Closed
CCM
110
Chilton Capital Management
Texas
– -$11K -781 Closed
TCM
111
Tradewinds Capital Management
Washington
– -$10K -700 Closed
Bessemer Group
112
Bessemer Group
New Jersey
– -$6K -417 Closed
Fidelity Investments
113
Fidelity Investments
Massachusetts
– -$13 -1 -50%
1 2 3 4
5

EVN Hedge Fund Activity: Q1 2022 in Review

96 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q1 2022, worth a combined $84.9M — down 5% from $89.4M a quarter earlier.

Fund positioning in EVN was balanced in Q1 2022: 17 funds opened new positions, 17 closed out, 25 added to existing stakes and 24 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $3.21M. The largest seller was Lavaca Capital, exiting entirely with an estimated $2.45M sold.

  • 96 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q1 2022, down from 100 in Q4 2021.
  • Funds reported $84.9M of Eaton Vance Municipal Income Trust stock for Q1 2022, down 5% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q1 2022 and 17 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q1 2022 was Capital Investment Advisors, an estimated $3.21M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q1 2022 was Lavaca Capital, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2022.