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EVO

Eaton Vance Ohio Municipal Income Trust

Delisted

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

22 hedge funds and large institutions have $3.59M invested in Eaton Vance Ohio Municipal Income Trust in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

22% more funds holding

Funds holding: 1822 (+4)

22% more capital invested

Capital invested by funds: $2.95M → $3.59M (+$640K)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$595K +$5.65K +408 +0.9%
LPL Financial
2
LPL Financial
California
$541K +$46.5K +3,358 +9%
PAG
3
Private Advisor Group
New Jersey
$298K -$68.3K -4,931 -18%
CRC
4
Curi RMB Capital
Illinois
$271K +$277K +19,981 New
UBS Group
5
UBS Group
Switzerland
$262K +$15.2K +1,095 +6%
Morgan Stanley
6
Morgan Stanley
New York
$242K -$4.08K -295 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$214K +$218K +15,774 New
RJA
8
Raymond James & Associates
Florida
$193K -$16.7K -1,207 -8%
KeyBank National Association
9
KeyBank National Association
Ohio
$188K
Bank of America
10
Bank of America
North Carolina
$167K +$7.78K +562 +5%
ASN
11
Advisory Services Network
Georgia
$165K +$169K +12,179 New
Wells Fargo
12
Wells Fargo
California
$132K
WAM
13
Wolverine Asset Management
Illinois
$78K +$22.9K +1,650 +40%
CFS
14
Commonwealth Financial Services
West Virginia
$48K
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$41K
IA
16
IFP Advisors
Florida
$37K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$34K +$388 +28 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27K
JIR
19
James Investment Research
Ohio
$25K -$845 -61 -3%
SBL
20
Sargent Bickham Lagudis
Colorado
$24K
Creative Planning
21
Creative Planning
Kansas
$10K
TRCT
22
Tower Research Capital (TRC)
New York
$1K +$1.39K +100 New

EVO Hedge Fund Activity: Q1 2017 in Review

22 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q1 2017, worth a combined $3.59M — up 22% from $2.95M a quarter earlier.

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

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $277K. The largest seller was Private Advisor Group, cutting an estimated $68.3K.

  • 22 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q1 2017, up from 18 in Q4 2016.
  • Funds reported $3.59M of Eaton Vance Ohio Municipal Income Trust stock for Q1 2017, up 22% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q1 2017 and 0 closed out, a net change of +4 holders.
  • The largest Eaton Vance Ohio Municipal Income Trust buyer in Q1 2017 was Curi RMB Capital, an estimated $277K added.
  • The largest Eaton Vance Ohio Municipal Income Trust seller in Q1 2017 was Private Advisor Group, an estimated $68.3K sold.

Based on aggregated 13F filings for Q1 2017.