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EVN

Eaton Vance Municipal Income Trust

39 hedge funds and large institutions have $31.7M invested in Eaton Vance Municipal Income Trust in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $28.6M → $31.7M (+$3.13M)

0.93% more ownership

Funds ownership: 9.28%10.21% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 4139 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
19
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$9.14M +$121K +9,301 +1%
RCM
2
Robinson Capital Management
Michigan
$7.04M +$1.39M +107,311 +25%
Invesco
3
Invesco
Georgia
$1.8M -$34K -2,619 -2%
Bessemer Group
4
Bessemer Group
New Jersey
$1.54M +$168K +12,976 +12%
Morgan Stanley
5
Morgan Stanley
New York
$1.49M -$16.8K -1,294 -1%
PA
6
Pinnacle Associates
New York
$1.37M -$64.9K -5,000 -5%
Cohen & Steers
7
Cohen & Steers
New York
$1.08M +$138K +10,610 +15%
UBS Group
8
UBS Group
Switzerland
$1.03M +$178K +13,710 +21%
VanEck Associates
9
VanEck Associates
New York
$800K +$190K +14,614 +31%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$784K +$18.5K +1,423 +2%
Wells Fargo
11
Wells Fargo
California
$686K +$160K +12,328 +30%
DA
12
Doliver Advisors
Texas
$548K +$304K +23,382 +124%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$438K +$132K +10,139 +43%
Bank of America
14
Bank of America
North Carolina
$374K +$253K +19,501 +208%
BAM
15
Belpointe Asset Management
Nevada
$366K +$367K +28,300 New
Stifel Financial
16
Stifel Financial
Missouri
$326K +$13K +1,000 +4%
SRC
17
Shufro Rose & Co
New York
$291K -$273K -21,000 Closed
JCM
18
Janney Capital Management
Pennsylvania
$290K +$292K +22,457 New
LPL Financial
19
LPL Financial
California
$244K +$13.7K +1,057 +6%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$227K +$9.65K +743 +4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$208K -$6.52K -502 -3%
IWM
22
IHT Wealth Management
Illinois
$205K +$140K +10,750 +210%
HighTower Advisors
23
HighTower Advisors
Illinois
$198K
SWP
24
Stratos Wealth Partners
Ohio
$196K +$197K +15,142 New
IA
25
IFP Advisors
Florida
$187K +$1.32K +102 +0.7%

EVN Hedge Fund Activity: Q3 2017 in Review

39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2017, worth a combined $31.7M — up 11% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVN and 6 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 19 added.

The largest buyer was Robinson Capital Management, adding an estimated $1.39M. The largest seller was Tuttle Capital Management, exiting entirely with an estimated $368K sold.

  • 39 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2017, down from 41 in Q2 2017.
  • Funds reported $31.7M of Eaton Vance Municipal Income Trust stock for Q3 2017, up 11% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2017 and 7 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2017 was Robinson Capital Management, an estimated $1.39M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2017 was Tuttle Capital Management, an estimated $368K sold.

Based on aggregated 13F filings for Q3 2017.