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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.86M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.94M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$981K |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$960K |
| 5 |
Rockefeller Capital Management
New York
|
+$883K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.26M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$892K |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$530K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$352K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$335K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $10 | – | – | – |
|
102
Fidelity Investments
Boston,
Massachusetts
| $10 | +$9 | +1 | New |
|
|
XF
103
XML Financial
Bethesda,
Maryland
| – | -$325K | -36,500 | Closed |
|
|
EBWM
104
Eagle Bluffs Wealth Management
Columbia,
Missouri
| – | -$262K | -29,437 | Closed |
|
105
Cohen & Steers
New York
| – | -$154K | -17,239 | Closed |
|
|
AIP
106
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$149K | -16,693 | Closed |
|
107
HighTower Advisors
Chicago,
Illinois
| – | -$110K | -12,224 | Closed |
|
|
SWM
108
SeaCrest Wealth Management
Purchase,
New York
| – | -$97.7K | -10,970 | Closed |
|
|
SRC
109
Shufro Rose & Co
New York
| – | -$89.1K | -10,000 | Closed |
|
|
NSIM
110
North Star Investment Management
Chicago,
Illinois
| – | -$34.3K | -3,850 | Closed |
|
|
SCA
111
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$11.9K | -1,333 | Closed |
|
112
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -315 | Closed |
|
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.