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EVN

Eaton Vance Municipal Income Trust

90 hedge funds and large institutions have $70.3M invested in Eaton Vance Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.34% less ownership

Funds ownership: 18.46%18.12% (-0.34%)

1% less funds holding

Funds holding: 9190 (-1)

12% less capital invested

Capital invested by funds: $80.1M → $70.3M (-$9.84M)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.48M +$813K +72,943 +11%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$7.1M +$1.03M +92,509 +15%
UBS Group
3
UBS Group
Switzerland
$6.16M +$425K +38,168 +6%
Wells Fargo
4
Wells Fargo
California
$4.98M -$405K -36,349 -7%
AAM
5
Advisors Asset Management
Colorado
$3.89M +$543K +48,739 +14%
1CP
6
1607 Capital Partners
Virginia
$3.62M -$1.24M -110,937 -23%
CIA
7
Capital Investment Advisors
Georgia
$3.36M -$173K -15,504 -4%
Morgan Stanley
8
Morgan Stanley
New York
$3.27M -$1.23M -109,941 -25%
RJA
9
Raymond James & Associates
Florida
$2.51M -$2.58K -231 -0.1%
Bank of America
10
Bank of America
North Carolina
$2.33M -$1.11M -99,752 -29%
WF
11
Welch & Forbes
Massachusetts
$2.01M
VanEck Associates
12
VanEck Associates
New York
$1.77M +$21K +1,882 +1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$1.6M +$70.5K +6,321 +4%
PMG
14
ProVise Management Group
Florida
$1.56M +$31.8K +2,850 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.43M -$35.2K -3,155 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.41M +$202K +18,157 +14%
RCM
17
Robinson Capital Management
Michigan
$1.24M +$1.41M +126,881 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.04M +$408K +36,557 +52%
SPIA
19
Steward Partners Investment Advisory
New York
$898K +$128K +11,457 +14%
PAS
20
Park Avenue Securities
New York
$890K +$2.1K +188 +0.2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$760K +$192K +17,262 +29%
LPL Financial
22
LPL Financial
California
$738K -$70.8K -6,348 -8%
MSAM
23
Moloney Securities Asset Management
Missouri
$463K +$119K +10,689 +29%
First Trust Advisors
24
First Trust Advisors
Illinois
$460K -$102K -9,194 -16%
Osaic Holdings
25
Osaic Holdings
Arizona
$460K +$58.7K +5,263 +13%

EVN Hedge Fund Activity: Q3 2022 in Review

90 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2022, worth a combined $70.3M — down 12% from $80.1M a quarter earlier.

Fund positioning in EVN was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 22 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.41M. The largest seller was 1607 Capital Partners, cutting an estimated $1.24M.

  • 90 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2022, down from 91 in Q2 2022.
  • Funds reported $70.3M of Eaton Vance Municipal Income Trust stock for Q3 2022, down 12% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2022 and 12 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2022 was Robinson Capital Management, an estimated $1.41M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2022 was 1607 Capital Partners, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2022.