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EVN

Eaton Vance Municipal Income Trust

91 hedge funds and large institutions have $80.1M invested in Eaton Vance Municipal Income Trust in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

0.37% more ownership

Funds ownership: 18.08%18.46% (+0.37%)

5% less funds holding

Funds holding: 9691 (-5)

6% less capital invested

Capital invested by funds: $84.9M → $80.1M (-$4.78M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

Holders
91
Holders Change
-5
Holders Change %
-5.21%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
25
Reduced
19
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.58M -$475K -42,386 -6%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.94M +$848K +75,640 +14%
UBS Group
3
UBS Group
Switzerland
$6.48M +$2.07M +185,022 +45%
Wells Fargo
4
Wells Fargo
California
$5.98M +$844K +75,232 +16%
1CP
5
1607 Capital Partners
Virginia
$5.26M -$547K -48,745 -9%
Morgan Stanley
6
Morgan Stanley
New York
$4.86M +$2.79M +248,705 +127%
CIA
7
Capital Investment Advisors
Georgia
$3.93M -$196K -17,449 -5%
AAM
8
Advisors Asset Management
Colorado
$3.83M +$372K +33,164 +10%
Bank of America
9
Bank of America
North Carolina
$3.7M +$6.82K +608 +0.2%
RJA
10
Raymond James & Associates
Florida
$2.81M +$104K +9,313 +4%
WF
11
Welch & Forbes
Massachusetts
$2.25M
VanEck Associates
12
VanEck Associates
New York
$1.96M -$346K -30,882 -15%
LB
13
Leo Brokerage
Texas
$1.85M +$1.9M +169,088 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$1.72M -$153K -13,654 -8%
PMG
15
ProVise Management Group
Florida
$1.71M -$11.2K -1,000 -0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.63M +$68.2K +6,082 +4%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.38M +$156K +13,938 +12%
PAS
18
Park Avenue Securities
New York
$994K +$78.7K +7,015 +8%
LPL Financial
19
LPL Financial
California
$896K -$164K -14,666 -15%
SPIA
20
Steward Partners Investment Advisory
New York
$881K +$202K +17,980 +29%
Cohen & Steers
21
Cohen & Steers
New York
$837K +$27K +2,405 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$762K -$91.6K -8,165 -10%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$662K +$67K +5,977 +11%
First Trust Advisors
24
First Trust Advisors
Illinois
$616K -$348K -31,003 -36%
Truist Financial
25
Truist Financial
North Carolina
$499K -$40.8K -3,634 -7%

EVN Hedge Fund Activity: Q2 2022 in Review

91 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q2 2022, worth a combined $80.1M — down 5.6% from $84.9M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EVN and 17 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $2.79M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.55M sold.

  • 91 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q2 2022, down from 96 in Q1 2022.
  • Funds reported $80.1M of Eaton Vance Municipal Income Trust stock for Q2 2022, down 5.6% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Income Trust positions in Q2 2022 and 21 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $2.79M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q2 2022 was Robinson Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2022.