Eaton Vance Ohio Municipal Income Trust
EVO was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $3.15M invested in Eaton Vance Ohio Municipal Income Trust in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
12% more capital invested
Capital invested by funds: $2.81M → $3.15M (+$340K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$160K |
| 2 |
Morgan Stanley
New York
|
+$144K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$135K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$58.9K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$27.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$51.6K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.07K |
| 3 |
Citigroup
New York
|
-$3K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $845K | +$144K | +11,834 | +21% |
|
|
JIR
2
James Investment Research
Alpha,
Ohio
| $765K | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $437K | -$51.6K | -4,245 | -11% |
|
|
4
LPL Financial
San Diego,
California
| $316K | +$160K | +13,163 | +98% |
|
|
DA
5
Doliver Advisors
Houston,
Texas
| $250K | +$27.4K | +2,251 | +12% |
|
|
WAM
6
Wolverine Asset Management
Chicago,
Illinois
| $222K | +$135K | +11,079 | +158% |
|
|
U
7
UBS
Zurich,
Switzerland
| $157K | +$58.9K | +4,844 | +61% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $87K | -$1.47K | -121 | -2% |
|
|
9
Wells Fargo
San Francisco,
California
| $28K | -$4.07K | -335 | -13% |
|
10
Fifth Third Bancorp
Cincinnati,
Ohio
| $25K | – | – | – |
|
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $18K | – | – | – |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| $1K | +$1.2K | +99 | +9,900% |
|
13
Nomura Holdings
Tokyo,
Japan
| $1K | +$1.22K | +100 | New |
|
|
14
Citigroup
New York
| – | -$3K | -200 | Closed |
|
EVO Hedge Fund Activity: Q3 2013 in Review
12 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q3 2013, worth a combined $3.15M — up 12% from $2.81M a quarter earlier.
Fund positioning in EVO was balanced in Q3 2013: 1 fund opened new positions, 1 closed out, 6 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $160K. The largest seller was Bank of America, cutting an estimated $51.6K.
- 12 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $3.15M of Eaton Vance Ohio Municipal Income Trust stock for Q3 2013, up 12% quarter-over-quarter.
- 1 fund opened new Eaton Vance Ohio Municipal Income Trust positions in Q3 2013 and 1 closed out, a net change of 0 holders.
- The largest Eaton Vance Ohio Municipal Income Trust buyer in Q3 2013 was LPL Financial, an estimated $160K added.
- The largest Eaton Vance Ohio Municipal Income Trust seller in Q3 2013 was Bank of America, an estimated $51.6K sold.
Based on aggregated 13F filings for Q3 2013.