We are live on ! Find out more
EVN

Eaton Vance Municipal Income Trust

84 hedge funds and large institutions have $92M invested in Eaton Vance Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

0.57% less ownership

Funds ownership: 17.34%16.77% (-0.57%)

5% less capital invested

Capital invested by funds: $96.5M → $92M (-$4.53M)

2% less funds holding

Funds holding: 8684 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11.8M +$151K +10,633 +1%
1CP
2
1607 Capital Partners
Virginia
$8.19M -$8.47M -595,750 -50%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.78M +$2.41M +169,517 +68%
UBS Group
4
UBS Group
Switzerland
$5.33M +$523K +36,778 +11%
KAS
5
Kestra Advisory Services
Texas
$5.33M +$2.04M +143,895 +60%
Wells Fargo
6
Wells Fargo
California
$4.43M +$218K +15,309 +5%
Bank of America
7
Bank of America
North Carolina
$4.32M -$41.6K -2,928 -0.9%
Morgan Stanley
8
Morgan Stanley
New York
$3.39M +$222K +15,608 +7%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.32M +$26.3K +1,851 +0.8%
RJA
10
Raymond James & Associates
Florida
$2.77M +$78.8K +5,544 +3%
VanEck Associates
11
VanEck Associates
New York
$2.63M +$34.3K +2,411 +1%
LC
12
Lavaca Capital
Texas
$2.45M +$75.6K +5,323 +3%
AAM
13
Advisors Asset Management
Colorado
$2.29M +$280K +19,734 +14%
PMG
14
ProVise Management Group
Florida
$2.08M +$71.1K +5,000 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.69M +$92.4K +6,503 +6%
CIA
16
Capital Investment Advisors
Georgia
$1.69M -$66.1K -4,648 -4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.47M +$88K +6,195 +6%
LPL Financial
18
LPL Financial
California
$1.42M +$124K +8,693 +9%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.18M +$174K +12,269 +17%
Cohen & Steers
20
Cohen & Steers
New York
$1.04M +$726K +51,072 +211%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.03M -$26.6K -1,869 -2%
CBFP
22
Cedar Brook Financial Partners
Ohio
$1.03M +$365K +25,695 +53%
Truist Financial
23
Truist Financial
North Carolina
$970K +$46.3K +3,256 +5%
PAS
24
Park Avenue Securities
New York
$949K +$71.7K +5,043 +8%
Osaic Holdings
25
Osaic Holdings
Arizona
$944K -$72K -5,064 -7%

EVN Hedge Fund Activity: Q3 2021 in Review

84 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2021, worth a combined $92M — down 4.7% from $96.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EVN and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 29 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.41M. The largest seller was 1607 Capital Partners, cutting an estimated $8.47M.

  • 84 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2021, down from 86 in Q2 2021.
  • Funds reported $92M of Eaton Vance Municipal Income Trust stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2021 and 10 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $2.41M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2021 was 1607 Capital Partners, an estimated $8.47M sold.

Based on aggregated 13F filings for Q3 2021.