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EVO

Eaton Vance Ohio Municipal Income Trust
EVO

Delisted

EVO was delisted on the 18th of January, 2019.

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15 hedge funds and large institutions have $3.44M invested in Eaton Vance Ohio Municipal Income Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding

Funds holding: 11 → 15 (+4)

13% more capital invested

Capital invested by funds: $3.04M → $3.44M (+$396K)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$180K
2
WAM
Wolverine Asset Management
Illinois
+$65.3K
3
Wells Fargo
Wells Fargo
California
+$58.1K
4
Creative Planning
Creative Planning
Kansas
+$9.88K
5
LPL Financial
LPL Financial
California
+$842

Top Sellers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$87.5K
2
DA
Doliver Advisors
Texas
-$29.4K
3
Bank of America
Bank of America
North Carolina
-$15.6K
4
Morgan Stanley
Morgan Stanley
New York
-$14.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
1
James Investment Research
Ohio
$840K – – –
Morgan Stanley
2
Morgan Stanley
New York
$493K -$14.4K -1,058 -3%
LPL Financial
3
LPL Financial
California
$359K +$842 +62 +0.2%
Bank of America
4
Bank of America
North Carolina
$342K -$15.6K -1,145 -4%
OA
5
Oxbow Advisors
Texas
$230K – – –
UBS Group
6
UBS Group
Switzerland
$191K +$190K +14,012 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$180K +$180K +13,233 New
SPC
8
Sigma Planning Corp
Michigan
$175K +$175K +12,846 New
DA
9
Doliver Advisors
Texas
$155K -$29.4K -2,163 -16%
Ameriprise
10
Ameriprise
Minnesota
$137K +$408 +30 +0.3%
Wells Fargo
11
Wells Fargo
California
$118K +$58.1K +4,275 +97%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$68K – – –
WAM
13
Wolverine Asset Management
Illinois
$65K +$65.3K +4,805 New
CFS
14
Commonwealth Financial Services
West Virginia
$48K +$47.6K +3,500 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$25K -$87.5K -6,438 -78%
Creative Planning
16
Creative Planning
Kansas
$10K +$9.88K +727 New

EVO Hedge Fund Activity: Q4 2014 in Review

15 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q4 2014, worth a combined $3.44M — up 13% from $3.04M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVO positions and 0 closed out — a net gain of 6 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $180K. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $87.5K.

  • 15 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q4 2014, up from 11 in Q3 2014.
  • Funds reported $3.44M of Eaton Vance Ohio Municipal Income Trust stock for Q4 2014, up 13% quarter-over-quarter.
  • 6 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q4 2014 and 0 closed out, a net change of +6 holders.
  • The largest Eaton Vance Ohio Municipal Income Trust buyer in Q4 2014 was Commonwealth Equity Services, an estimated $180K added.
  • The largest Eaton Vance Ohio Municipal Income Trust seller in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $87.5K sold.

Based on aggregated 13F filings for Q4 2014.