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EVN

Eaton Vance Municipal Income Trust

84 hedge funds and large institutions have $87.5M invested in Eaton Vance Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $88.3M → $87.5M (-$724K)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1.18% less ownership

Funds ownership: 21.51%20.33% (-1.2%)

7% less funds holding

Funds holding: 9084 (-6)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
84
Holders Change
-6
Holders Change %
-6.67%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
24
Reduced
25
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$9.86M +$1.34M +124,781 +16%
Morgan Stanley
2
Morgan Stanley
New York
$9.25M +$582K +54,312 +7%
UBS Group
3
UBS Group
Switzerland
$5.09M +$366K +34,115 +8%
RCM
4
Robinson Capital Management
Michigan
$4.99M -$1.43M -133,783 -23%
MWM
5
Melfa Wealth Management
Massachusetts
$4.54M -$59.6K -5,562 -1%
AAM
6
Advisors Asset Management
Colorado
$4.21M -$297K -27,716 -7%
Wells Fargo
7
Wells Fargo
California
$4.18M -$77.9K -7,264 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.08M +$2.17M +202,114 +119%
RJA
9
Raymond James & Associates
Florida
$3.02M +$13K +1,210 +0.4%
Bank of America
10
Bank of America
North Carolina
$2.67M -$65.5K -6,114 -2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.57M +$43.1K +4,016 +2%
VanEck Associates
12
VanEck Associates
New York
$2.43M -$646K -60,270 -21%
WF
13
Welch & Forbes
Massachusetts
$2.26M
RIL
14
Rothschild Investment LLC
Illinois
$2.14M +$772K +72,000 +58%
LPL Financial
15
LPL Financial
California
$1.63M -$124K -11,536 -7%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$1.45M -$280K -26,094 -17%
MSAM
17
Moloney Securities Asset Management
Missouri
$1.41M +$197K +18,380 +17%
AA
18
AQR Arbitrage
Connecticut
$1.3M -$977K -91,144 -43%
KAS
19
Kestra Advisory Services
Texas
$1.19M -$27K -2,517 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.16M -$17.9K -1,672 -2%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.15M -$27.3K -2,549 -2%
CIA
22
Capital Investment Advisors
Georgia
$1.08M -$66.4K -6,190 -6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.06M +$223K +20,779 +27%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.03M +$8.52K +795 +0.9%
PAS
25
Park Avenue Securities
New York
$1.02M -$50.3K -4,696 -5%

EVN Hedge Fund Activity: Q3 2024 in Review

84 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q3 2024, worth a combined $87.5M — down 0.82% from $88.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EVN and 7 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 24 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.17M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $4.12M sold.

  • 84 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q3 2024, down from 90 in Q2 2024.
  • Funds reported $87.5M of Eaton Vance Municipal Income Trust stock for Q3 2024, down 0.82% quarter-over-quarter.
  • 7 funds opened new Eaton Vance Municipal Income Trust positions in Q3 2024 and 13 closed out, a net change of -6 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $2.17M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q3 2024 was Rivernorth Capital Management, an estimated $4.12M sold.

Based on aggregated 13F filings for Q3 2024.