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EVN

Eaton Vance Municipal Income Trust

101 hedge funds and large institutions have $91.3M invested in Eaton Vance Municipal Income Trust in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $70.3M → $91.3M (+$21M)

12% more funds holding

Funds holding: 90101 (+11)

5.15% more ownership

Funds ownership: 18.12%23.26% (+5.1%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
25
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$8.85M +$1.67M +169,553 +23%
GC
2
Guggenheim Capital
Illinois
$8.61M +$1.06M +107,432 +14%
Morgan Stanley
3
Morgan Stanley
New York
$6.7M +$3.39M +344,277 +103%
RCM
4
Robinson Capital Management
Michigan
$5.91M +$4.51M +457,976 +361%
Wells Fargo
5
Wells Fargo
California
$4.86M -$174K -17,699 -3%
AAM
6
Advisors Asset Management
Colorado
$4.69M +$758K +76,984 +19%
MWM
7
Melfa Wealth Management
Massachusetts
$4.04M +$4.03M +409,348 New
RJA
8
Raymond James & Associates
Florida
$3.85M +$1.31M +133,017 +52%
1CP
9
1607 Capital Partners
Virginia
$3.63M -$28.5K -2,900 -0.8%
UBS Group
10
UBS Group
Switzerland
$3.6M -$2.61M -265,397 -42%
CIA
11
Capital Investment Advisors
Georgia
$2.79M -$597K -60,637 -18%
VanEck Associates
12
VanEck Associates
New York
$2.14M +$354K +35,994 +20%
WF
13
Welch & Forbes
Massachusetts
$2.03M
Bank of America
14
Bank of America
North Carolina
$1.86M -$491K -49,885 -21%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.72M +$1.54M +156,227 +862%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.61M +$168K +17,063 +12%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.46M +$415K +42,136 +40%
RCM
18
Rivernorth Capital Management
Florida
$1.42M +$1.41M +143,662 New
KIM
19
Karpus Investment Management
New York
$1.3M +$1.3M +131,800 New
PMG
20
ProVise Management Group
Florida
$1.16M -$411K -41,751 -26%
LPL Financial
21
LPL Financial
California
$961K +$214K +21,789 +29%
PAS
22
Park Avenue Securities
New York
$931K +$31.6K +3,206 +4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$908K -$513K -52,090 -36%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$907K -$704K -71,523 -44%
SPIA
25
Steward Partners Investment Advisory
New York
$907K -$1.06K -108 -0.1%

EVN Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2022, worth a combined $91.3M — up 30% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new EVN positions and 9 closed out — a net gain of 12 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $4.51M. The largest seller was UBS Group, cutting an estimated $2.61M.

  • 101 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2022, up from 90 in Q3 2022.
  • Funds reported $91.3M of Eaton Vance Municipal Income Trust stock for Q4 2022, up 30% quarter-over-quarter.
  • 21 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2022 and 9 closed out, a net change of +12 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2022 was Robinson Capital Management, an estimated $4.51M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2022 was UBS Group, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2022.