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EVN

Eaton Vance Municipal Income Trust

100 hedge funds and large institutions have $89.4M invested in Eaton Vance Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

19% more funds holding

Funds holding: 84100 (+16)

0.46% less ownership

Funds ownership: 16.77%16.31% (-0.46%)

3% less capital invested

Capital invested by funds: $92M → $89.4M (-$2.59M)

Holders
100
Holders Change
+16
Holders Change %
+19.05%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
32
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$11.7M -$157K -11,417 -1%
1CP
2
1607 Capital Partners
Virginia
$7.53M -$650K -47,316 -8%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$7.29M +$1.51M +109,973 +26%
UBS Group
4
UBS Group
Switzerland
$5.36M +$28.2K +2,056 +0.5%
Wells Fargo
5
Wells Fargo
California
$4.51M +$79.5K +5,785 +2%
Bank of America
6
Bank of America
North Carolina
$4.42M +$106K +7,712 +2%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$3.54M +$224K +16,282 +7%
Morgan Stanley
8
Morgan Stanley
New York
$3.28M -$109K -7,950 -3%
RJA
9
Raymond James & Associates
Florida
$3.03M +$261K +19,007 +9%
AAM
10
Advisors Asset Management
Colorado
$3M +$700K +50,966 +31%
VanEck Associates
11
VanEck Associates
New York
$2.81M +$185K +13,444 +7%
LC
12
Lavaca Capital
Texas
$2.45M +$2.27K +165 +0.1%
PMG
13
ProVise Management Group
Florida
$2.25M +$178K +12,975 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.98M +$290K +21,121 +17%
CIA
15
Capital Investment Advisors
Georgia
$1.67M -$16.5K -1,204 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.5M +$28.3K +2,061 +2%
LPL Financial
17
LPL Financial
California
$1.26M -$165K -12,031 -12%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.21M +$35.1K +2,558 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.1M +$71.9K +5,231 +7%
Cohen & Steers
20
Cohen & Steers
New York
$1.08M +$41.2K +3,000 +4%
PAS
21
Park Avenue Securities
New York
$1.07M +$116K +8,472 +12%
CBFP
22
Cedar Brook Financial Partners
Ohio
$1.01M -$10.3K -750 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$803K -$139K -10,134 -15%
WTC
24
WhitTier Trust Company
Nevada
$683K
Truist Financial
25
Truist Financial
North Carolina
$681K -$287K -20,855 -30%

EVN Hedge Fund Activity: Q4 2021 in Review

100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2021, worth a combined $89.4M — down 2.8% from $92M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVN positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.51M. The largest seller was Kestra Advisory Services, cutting an estimated $4.64M.

  • 100 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2021, up from 84 in Q3 2021.
  • Funds reported $89.4M of Eaton Vance Municipal Income Trust stock for Q4 2021, down 2.8% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2021 and 4 closed out, a net change of +17 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $1.51M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2021.