We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust

47 hedge funds and large institutions have $34.1M invested in Eaton Vance Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0.1% less ownership

Funds ownership: 12.6%12.5% (-0.1%)

5% less capital invested

Capital invested by funds: $35.8M → $34.1M (-$1.65M)

13% less funds holding

Funds holding: 5447 (-7)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.34M +$564K +47,414 +9%
RCM
2
Robinson Capital Management
Michigan
$4.45M -$1.54M -129,649 -25%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$1.64M +138,033 +86%
1CP
4
1607 Capital Partners
Virginia
$2.95M -$95.1K -8,000 -3%
Cohen & Steers
5
Cohen & Steers
New York
$1.85M -$100K -8,447 -5%
Bessemer Group
6
Bessemer Group
New Jersey
$1.76M -$2.68K -225 -0.1%
Wells Fargo
7
Wells Fargo
California
$1.62M +$896K +75,379 +114%
AAM
8
Advisors Asset Management
Colorado
$1.38M +$440K +37,038 +44%
Morgan Stanley
9
Morgan Stanley
New York
$1.24M +$88.5K +7,445 +7%
UBS Group
10
UBS Group
Switzerland
$1.04M -$24.4K -2,053 -2%
VanEck Associates
11
VanEck Associates
New York
$942K +$99.1K +8,335 +11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$771K +$50.5K +4,243 +7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$770K -$29.7K -2,500 -4%
Bank of America
14
Bank of America
North Carolina
$477K +$261K +21,935 +112%
LPL Financial
15
LPL Financial
California
$439K -$38.3K -3,222 -8%
CIA
16
Capital Investment Advisors
Georgia
$368K +$1.78K +150 +0.5%
Stifel Financial
17
Stifel Financial
Missouri
$345K
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$339K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$303K -$3.57K -300 -1%
WWMSC
20
Wagner Wealth Management (South Carolina)
South Carolina
$299K
AA
21
AQR Arbitrage
Connecticut
$290K -$15.7K -1,323 -5%
BAM
22
Belpointe Asset Management
Nevada
$279K
SRC
23
Shufro Rose & Co
New York
$270K +$279K +23,500 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$268K
UCFA
25
United Capital Financial Advisors
Texas
$231K +$97.5K +8,196 +69%

EVN Hedge Fund Activity: Q3 2018 in Review

47 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2018, worth a combined $34.1M — down 4.6% from $35.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVN and 4 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $1.64M. The largest seller was Robinson Capital Management, cutting an estimated $1.54M.

  • 47 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2018, down from 54 in Q2 2018.
  • Funds reported $34.1M of Eaton Vance Municipal Income Trust stock for Q3 2018, down 4.6% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2018 and 11 closed out, a net change of -7 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2018 was Northwestern Mutual Wealth Management, an estimated $1.64M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2018 was Robinson Capital Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q3 2018.