We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust

86 hedge funds and large institutions have $89.7M invested in Eaton Vance Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

9% more funds holding

Funds holding: 7986 (+7)

2% less capital invested

Capital invested by funds: $91.7M → $89.7M (-$2.02M)

1.14% less ownership

Funds ownership: 18.05%16.9% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
22
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$16.6M +$1.94M +149,134 +14%
GC
2
Guggenheim Capital
Illinois
$12.2M -$106K -8,121 -0.9%
KAS
3
Kestra Advisory Services
Texas
$5.58M +$2.89M +221,655 +113%
UBS Group
4
UBS Group
Switzerland
$4.29M +$929K +71,318 +29%
Bank of America
5
Bank of America
North Carolina
$3.8M +$1.6M +122,650 +76%
Wells Fargo
6
Wells Fargo
California
$3.15M +$207K +15,872 +7%
Morgan Stanley
7
Morgan Stanley
New York
$3.14M -$25.5K -1,954 -0.8%
AAM
8
Advisors Asset Management
Colorado
$2.72M -$211K -16,216 -7%
Invesco
9
Invesco
Georgia
$2.38M -$295K -22,663 -11%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$2.35M -$73.1K -5,613 -3%
LC
11
Lavaca Capital
Texas
$2.23M +$2.6K +200 +0.1%
VanEck Associates
12
VanEck Associates
New York
$2.19M -$314K -24,108 -13%
RJA
13
Raymond James & Associates
Florida
$2.18M +$260K +19,984 +14%
RCM
14
Rivernorth Capital Management
Florida
$2.1M -$89.6K -6,881 -4%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.72M +$118K +9,079 +8%
CIA
16
Capital Investment Advisors
Georgia
$1.66M +$41.8K +3,205 +3%
PMG
17
ProVise Management Group
Florida
$1.58M +$253K +19,425 +20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.29M +$77.2K +5,923 +7%
LPL Financial
19
LPL Financial
California
$1.2M +$135K +10,348 +13%
STA
20
Summit Trail Advisors
New York
$1.2M +$236K +18,118 +25%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.12M -$22.5K -1,731 -2%
PPA
22
Parametric Portfolio Associates
Washington
$888K -$1.31M -100,550 -60%
First Trust Advisors
23
First Trust Advisors
Illinois
$843K +$50.4K +3,867 +7%
PAS
24
Park Avenue Securities
New York
$771K +$39.3K +3,020 +6%
WTC
25
WhitTier Trust Company
Nevada
$764K -$28.5K -2,185 -4%

EVN Hedge Fund Activity: Q4 2020 in Review

86 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2020, worth a combined $89.7M — down 2.2% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVN positions and 7 closed out — a net gain of 8 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.89M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $7.52M sold.

  • 86 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2020, up from 79 in Q3 2020.
  • Funds reported $89.7M of Eaton Vance Municipal Income Trust stock for Q4 2020, down 2.2% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2020 and 7 closed out, a net change of +8 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2020 was Kestra Advisory Services, an estimated $2.89M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2020 was Robinson Capital Management, an estimated $7.52M sold.

Based on aggregated 13F filings for Q4 2020.