Eaton Vance Ohio Municipal Income Trust
EVO was delisted on the 18th of January, 2019.
11 hedge funds and large institutions have $3.04M invested in Eaton Vance Ohio Municipal Income Trust in 2014 Q3 according to their latest regulatory filings, with 0 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
2% more capital invested
Capital invested by funds: $2.97M → $3.04M (+$66K)
8% less funds holding
Funds holding: 12 → 11 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$95.7K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$41.6K |
| 3 |
Morgan Stanley
New York
|
+$30.3K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.07K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$23.5K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$20K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$11.8K |
| 4 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$5.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JIR
1
James Investment Research
Alpha,
Ohio
| $857K | – | – | – |
|
|
2
Morgan Stanley
New York
| $500K | +$30.3K | +2,246 | +6% |
|
|
3
LPL Financial
San Diego,
California
| $354K | -$23.5K | -1,746 | -6% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $353K | +$95.7K | +7,096 | +37% |
|
|
OA
5
Oxbow Advisors
Austin,
Texas
| $227K | – | – | – |
|
|
U
6
UBS
Zurich,
Switzerland
| $191K | +$41.6K | +3,085 | +28% |
|
|
DA
7
Doliver Advisors
Houston,
Texas
| $182K | -$11.8K | -875 | -6% |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| $135K | +$3.07K | +228 | +2% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $111K | – | – | – |
|
10
Fifth Third Bancorp
Cincinnati,
Ohio
| $67K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| $59K | +$13 | +1 | +0% |
|
|
GSC
12
Ground Swell Capital
Folly Beach,
South Carolina
| $4K | -$5.89K | -437 | -62% |
|
|
13
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$20K | -1,488 | Closed |
|
EVO Hedge Fund Activity: Q3 2014 in Review
11 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q3 2014, worth a combined $3.04M — up 2.2% from $2.97M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of EVO and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 5 added.
The largest buyer was Bank of America, adding an estimated $95.7K. The largest seller was LPL Financial, cutting an estimated $23.5K.
- 11 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q3 2014, down from 12 in Q2 2014.
- Funds reported $3.04M of Eaton Vance Ohio Municipal Income Trust stock for Q3 2014, up 2.2% quarter-over-quarter.
- 0 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q3 2014 and 1 closed out, a net change of -1 holder.
- The largest Eaton Vance Ohio Municipal Income Trust buyer in Q3 2014 was Bank of America, an estimated $95.7K added.
- The largest Eaton Vance Ohio Municipal Income Trust seller in Q3 2014 was LPL Financial, an estimated $23.5K sold.
Based on aggregated 13F filings for Q3 2014.