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EVN

Eaton Vance Municipal Income Trust

89 hedge funds and large institutions have $84.4M invested in Eaton Vance Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

6% more funds holding

Funds holding: 8489 (+5)

0.71% more ownership

Funds ownership: 20.33%21.04% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $87.5M → $84.4M (-$3.14M)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
24
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.86M +$351K +33,284 +4%
GC
2
Guggenheim Capital
Illinois
$8.6M -$510K -48,340 -5%
Raymond James Financial
3
Raymond James Financial
Florida
$6.82M +$7.11M +674,319 New
UBS Group
4
UBS Group
Switzerland
$4.67M -$22.2K -2,104 -0.5%
MWM
5
Melfa Wealth Management
Massachusetts
$4.18M +$327 +31 +0%
RCM
6
Robinson Capital Management
Michigan
$4.07M -$528K -50,031 -11%
Wells Fargo
7
Wells Fargo
California
$3.55M -$315K -29,902 -8%
AAM
8
Advisors Asset Management
Colorado
$3.32M -$587K -55,635 -15%
VanEck Associates
9
VanEck Associates
New York
$3M +$735K +69,652 +31%
Bank of America
10
Bank of America
North Carolina
$2.57M +$117K +11,080 +5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.38M +$14.2K +1,345 +0.6%
WF
12
Welch & Forbes
Massachusetts
$2.08M
RIL
13
Rothschild Investment LLC
Illinois
$2.07M +$106K +10,000 +5%
RCM
14
Rivernorth Capital Management
Florida
$1.8M +$1.88M +178,148 New
LPL Financial
15
LPL Financial
California
$1.54M +$36.7K +3,477 +2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.51M +$683K +64,733 +77%
MSAM
17
Moloney Securities Asset Management
Missouri
$1.41M +$119K +11,309 +9%
Invesco
18
Invesco
Georgia
$1.26M +$608K +57,662 +86%
IIM
19
InTrack Investment Management
Vermont
$1.26M +$639K +60,577 +93%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.11M +$52.2K +4,951 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.1M +$33.2K +3,145 +3%
PAS
22
Park Avenue Securities
New York
$1.01M +$72.9K +6,912 +7%
PMG
23
ProVise Management Group
Florida
$987K +$49.3K +4,673 +5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$901K -$52.7K -4,998 -5%
WA
25
Whipplewood Advisors
Colorado
$898K +$937K +88,779 New

EVN Hedge Fund Activity: Q4 2024 in Review

89 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Income Trust (EVN) for Q4 2024, worth a combined $84.4M — down 3.6% from $87.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EVN positions and 8 closed out — a net gain of 8 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.88M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $1.45M sold.

  • 89 institutional investors held Eaton Vance Municipal Income Trust (EVN) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $84.4M of Eaton Vance Municipal Income Trust stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Municipal Income Trust positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest Eaton Vance Municipal Income Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $1.88M added.
  • The largest Eaton Vance Municipal Income Trust seller in Q4 2024 was Hennion & Walsh Asset Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2024.