Eaton Vance Ohio Municipal Income Trust
EVO was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $2.68M invested in Eaton Vance Ohio Municipal Income Trust in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
2% more capital invested
Capital invested by funds: $2.61M → $2.68M (+$65K)
8% less funds holding
Funds holding: 13 → 12 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$77.7K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$28.2K |
| 3 |
LPL Financial
San Diego,
California
|
+$21.6K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$14.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$474K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$127K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$12K |
| 4 |
Morgan Stanley
New York
|
-$11.8K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$4.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIR
1
James Investment Research
Alpha,
Ohio
| $668K | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $446K | +$21.6K | +1,694 | +5% |
|
|
3
Morgan Stanley
New York
| $385K | -$11.8K | -924 | -3% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $253K | +$28.2K | +2,214 | +13% |
|
|
DA
5
Doliver Advisors
Houston,
Texas
| $249K | -$127K | -9,962 | -34% |
|
|
OA
6
Oxbow Advisors
Austin,
Texas
| $219K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $144K | -$4.29K | -337 | -3% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $108K | +$14.1K | +1,110 | +16% |
|
|
9
Ameriprise
Minneapolis,
Minnesota
| $104K | +$77.7K | +6,100 | +321% |
|
|
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| $41K | -$474K | -37,217 | -92% |
|
11
Fifth Third Bancorp
Cincinnati,
Ohio
| $26K | – | – | – |
|
12
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19K | – | – | – |
|
|
13
Wells Fargo
San Francisco,
California
| $14K | +$13 | +1 | +0.1% |
|
|
TJHA
14
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$12K | -1,000 | Closed |
|
EVO Hedge Fund Activity: Q1 2014 in Review
12 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q1 2014, worth a combined $2.68M — up 2.5% from $2.61M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of EVO and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Ameriprise, adding an estimated $77.7K. The largest seller was Wolverine Asset Management, cutting an estimated $474K.
- 12 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q1 2014, down from 13 in Q4 2013.
- Funds reported $2.68M of Eaton Vance Ohio Municipal Income Trust stock for Q1 2014, up 2.5% quarter-over-quarter.
- 0 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q1 2014 and 1 closed out, a net change of -1 holder.
- The largest Eaton Vance Ohio Municipal Income Trust buyer in Q1 2014 was Ameriprise, an estimated $77.7K added.
- The largest Eaton Vance Ohio Municipal Income Trust seller in Q1 2014 was Wolverine Asset Management, an estimated $474K sold.
Based on aggregated 13F filings for Q1 2014.