We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust

35 hedge funds and large institutions have $33.3M invested in Eaton Vance Municipal Income Trust in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $25.6M → $33.3M (+$7.69M)

9% more funds holding

Funds holding: 3235 (+3)

2.08% more ownership

Funds ownership: 7.45%9.53% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
15
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.7M +$3.93M +273,814 +60%
RCM
2
Robinson Capital Management
Michigan
$5.85M +$1.61M +112,243 +39%
Morgan Stanley
3
Morgan Stanley
New York
$5.22M +$783K +54,560 +18%
PA
4
Pinnacle Associates
New York
$1.82M +$7.17K +500 +0.4%
Wells Fargo
5
Wells Fargo
California
$1.1M +$496K +34,555 +86%
UBS Group
6
UBS Group
Switzerland
$935K -$227K -15,848 -20%
DA
7
Doliver Advisors
Texas
$884K +$857K +59,720 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$791K +$547K +38,111 +243%
ACM
9
Ashford Capital Management
Delaware
$740K -$94.7K -6,605 -12%
VanEck Associates
10
VanEck Associates
New York
$617K +$178K +12,427 +42%
Stifel Financial
11
Stifel Financial
Missouri
$576K +$272K +18,933 +94%
WFG
12
Wills Financial Group
Virginia
$570K
Ameriprise
13
Ameriprise
Minnesota
$494K +$29.7K +2,072 +7%
LPL Financial
14
LPL Financial
California
$449K -$2.06M -143,860 -83%
RFWA
15
RPg Family Wealth Advisory
Massachusetts
$364K +$176K +12,295 +100%
PAG
16
Private Advisor Group
New Jersey
$329K +$172 +12 +0.1%
GIA
17
GHP Investment Advisors
Colorado
$297K -$18.1K -1,265 -6%
IA
18
IFP Advisors
Florida
$254K +$247K +17,246 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$250K +$244K +16,999 New
CA
20
Cetera Advisors
Colorado
$243K +$238K +16,576 New
HighTower Advisors
21
HighTower Advisors
Illinois
$179K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$110K +$24.6K +1,718 +30%
Bank of America
23
Bank of America
North Carolina
$107K
MFS
24
MSI Financial Services
Massachusetts
$106K +$8.41K +586 +9%
AG
25
Advisor Group
Arizona
$103K +$102K +7,081 New

EVN Hedge Fund Activity: Q2 2016 in Review

35 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2016, worth a combined $33.3M — up 30% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVN positions and 3 closed out — a net gain of 3 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $3.93M. The largest seller was LPL Financial, cutting an estimated $2.06M.

  • 35 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2016, up from 32 in Q1 2016.
  • Funds reported $33.3M of Eaton Vance Municipal Income Trust stock for Q2 2016, up 30% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2016 and 3 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2016 was Guggenheim Capital, an estimated $3.93M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2016 was LPL Financial, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2016.