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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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18 hedge funds and large institutions have $2.95M invested in Eaton Vance Ohio Municipal Income Trust in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

13% more capital invested

Capital invested by funds: $2.62M → $2.95M (+$331K)

6% more funds holding

Funds holding: 17 → 18 (+1)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$376K
2
RJA
Raymond James & Associates
Florida
+$217K
3
LPL Financial
LPL Financial
California
+$78K
4
WAM
Wolverine Asset Management
Illinois
+$58K
5
UBS Group
UBS Group
Switzerland
+$50.9K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$38.6K
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$17K
3
Wells Fargo
Wells Fargo
California
-$15.8K
4
TRCT
Tower Research Capital (TRC)
New York
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$589K – – –
LPL Financial
2
LPL Financial
California
$500K +$78K +5,556 +18%
PAG
3
Private Advisor Group
New Jersey
$376K +$376K +26,775 New
UBS Group
4
UBS Group
Switzerland
$247K +$50.9K +3,630 +25%
Morgan Stanley
5
Morgan Stanley
New York
$246K -$38.6K -2,748 -13%
RJA
6
Raymond James & Associates
Florida
$210K +$217K +15,460 New
KeyBank National Association
7
KeyBank National Association
Ohio
$188K – – –
Bank of America
8
Bank of America
North Carolina
$160K +$31.2K +2,224 +23%
Wells Fargo
9
Wells Fargo
California
$132K -$15.8K -1,126 -10%
WAM
10
Wolverine Asset Management
Illinois
$56K +$58K +4,137 New
CFS
11
Commonwealth Financial Services
West Virginia
$50K – – –
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$41K -$17K -1,215 -29%
IA
13
IFP Advisors
Florida
$37K – – –
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$34K +$379 +27 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27K – – –
JIR
16
James Investment Research
Ohio
$26K – – –
SBL
17
Sargent Bickham Lagudis
Colorado
$24K – – –
Creative Planning
18
Creative Planning
Kansas
$10K – – –
TRCT
19
Tower Research Capital (TRC)
New York
– -$10K -663 Closed

EVO Hedge Fund Activity: Q4 2016 in Review

18 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q4 2016, worth a combined $2.95M — up 13% from $2.62M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EVO positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $376K. The largest seller was Morgan Stanley, cutting an estimated $38.6K.

  • 18 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q4 2016, up from 17 in Q3 2016.
  • Funds reported $2.95M of Eaton Vance Ohio Municipal Income Trust stock for Q4 2016, up 13% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q4 2016 and 1 closed out, a net change of +2 holders.
  • The largest Eaton Vance Ohio Municipal Income Trust buyer in Q4 2016 was Private Advisor Group, an estimated $376K added.
  • The largest Eaton Vance Ohio Municipal Income Trust seller in Q4 2016 was Morgan Stanley, an estimated $38.6K sold.

Based on aggregated 13F filings for Q4 2016.