Eaton Vance Ohio Municipal Income Trust
EVO was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $2.97M invested in Eaton Vance Ohio Municipal Income Trust in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
11% more capital invested
Capital invested by funds: $2.68M → $2.97M (+$298K)
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 |
Morgan Stanley
New York
|
+$72.6K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$45.7K |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$40.9K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.6K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$368 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$87.1K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$65K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$41K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIR
1
James Investment Research
Alpha,
Ohio
| $865K | – | – | – |
|
|
2
Morgan Stanley
New York
| $479K | +$72.6K | +5,330 | +18% |
|
|
3
LPL Financial
San Diego,
California
| $383K | -$87.1K | -6,393 | -19% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $262K | -$5.19K | -381 | -2% |
|
|
OA
5
Oxbow Advisors
Austin,
Texas
| $231K | – | – | – |
|
|
DA
6
Doliver Advisors
Houston,
Texas
| $197K | -$65K | -4,768 | -25% |
|
|
U
7
UBS
Zurich,
Switzerland
| $152K | +$368 | +27 | +0.2% |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| $134K | +$24.6K | +1,809 | +23% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $113K | – | – | – |
|
|
10
Fifth Third Bancorp
Cincinnati,
Ohio
| $68K | +$40.9K | +3,000 | +150% |
|
|
11
Wells Fargo
San Francisco,
California
| $60K | +$45.7K | +3,351 | +317% |
|
12
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20K | – | – | – |
|
|
GSC
13
Ground Swell Capital
Folly Beach,
South Carolina
| $10K | +$9.54K | +700 | New |
|
|
WAM
14
Wolverine Asset Management
Chicago,
Illinois
| – | -$41K | -3,184 | Closed |
|
EVO Hedge Fund Activity: Q2 2014 in Review
12 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q2 2014, worth a combined $2.97M — up 11% from $2.68M a quarter earlier.
Fund positioning in EVO was balanced in Q2 2014: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $72.6K. The largest seller was LPL Financial, cutting an estimated $87.1K.
- 12 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $2.97M of Eaton Vance Ohio Municipal Income Trust stock for Q2 2014, up 11% quarter-over-quarter.
- 1 fund opened new Eaton Vance Ohio Municipal Income Trust positions in Q2 2014 and 1 closed out, a net change of 0 holders.
- The largest Eaton Vance Ohio Municipal Income Trust buyer in Q2 2014 was Morgan Stanley, an estimated $72.6K added.
- The largest Eaton Vance Ohio Municipal Income Trust seller in Q2 2014 was LPL Financial, an estimated $87.1K sold.
Based on aggregated 13F filings for Q2 2014.