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EVN

Eaton Vance Municipal Income Trust

57 hedge funds and large institutions have $48.5M invested in Eaton Vance Municipal Income Trust in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

42% more capital invested

Capital invested by funds: $34.1M → $48.5M (+$14.4M)

21% more funds holding

Funds holding: 4757 (+10)

3.98% more ownership

Funds ownership: 12.5%16.48% (+4%)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
18
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.47M +$5.45M +491,978 +192%
RCM
2
Robinson Capital Management
Michigan
$5.95M +$1.53M +138,242 +36%
GC
3
Guggenheim Capital
Illinois
$5.44M -$792K -71,447 -13%
KIM
4
Karpus Investment Management
New York
$3.73M +$3.66M +330,176 New
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.52M +$133K +12,033 +4%
Wells Fargo
6
Wells Fargo
California
$2.38M +$764K +68,880 +49%
Cohen & Steers
7
Cohen & Steers
New York
$2.35M +$514K +46,332 +29%
AAM
8
Advisors Asset Management
Colorado
$1.63M +$257K +23,220 +19%
Morgan Stanley
9
Morgan Stanley
New York
$1.31M +$87.2K +7,868 +7%
FIMG
10
Financial & Investment Management Group
Michigan
$1.22M +$1.2M +107,869 New
VanEck Associates
11
VanEck Associates
New York
$1.07M +$135K +12,208 +15%
SCM
12
Saba Capital Management
New York
$796K +$781K +70,421 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$742K -$15.8K -1,428 -2%
AA
14
AQR Arbitrage
Connecticut
$721K +$426K +38,457 +152%
UBS Group
15
UBS Group
Switzerland
$707K -$313K -28,266 -31%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$557K +$354K +31,937 +185%
RCM
17
Rivernorth Capital Management
Florida
$555K +$553K +49,841 New
LPL Financial
18
LPL Financial
California
$513K +$78.7K +7,102 +19%
ACM
19
Avalon Capital Management
California
$503K +$493K +44,468 New
PVWM
20
Point View Wealth Management
New Jersey
$462K +$453K +40,859 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$437K -$317K -28,547 -42%
Bank of America
22
Bank of America
North Carolina
$395K -$72.8K -6,566 -16%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$382K +$375K +33,800 New
CIA
24
Capital Investment Advisors
Georgia
$341K -$21.3K -1,920 -6%
WAM
25
Weiss Asset Management
Massachusetts
$336K +$329K +29,700 New

EVN Hedge Fund Activity: Q4 2018 in Review

57 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2018, worth a combined $48.5M — up 42% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EVN positions and 9 closed out — a net gain of 11 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $5.45M. The largest seller was Bessemer Group, exiting entirely with an estimated $1.76M sold.

  • 57 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2018, up from 47 in Q3 2018.
  • Funds reported $48.5M of Eaton Vance Municipal Income Trust stock for Q4 2018, up 42% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2018 and 9 closed out, a net change of +11 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $5.45M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2018 was Bessemer Group, an estimated $1.76M sold.

Based on aggregated 13F filings for Q4 2018.