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EVO

Eaton Vance Ohio Municipal Income Trust

Delisted

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

18 hedge funds and large institutions have $3.05M invested in Eaton Vance Ohio Municipal Income Trust in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

15% less capital invested

Capital invested by funds: $3.59M → $3.05M (-$542K)

18% less funds holding

Funds holding: 2218 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$610K
LPL Financial
2
LPL Financial
California
$290K -$261K -18,870 -48%
PAG
3
Private Advisor Group
New Jersey
$276K -$23.2K -1,680 -8%
UBS Group
4
UBS Group
Switzerland
$245K -$23.2K -1,678 -9%
Morgan Stanley
5
Morgan Stanley
New York
$236K -$11.6K -843 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$220K +$221 +16 +0.1%
RJA
7
Raymond James & Associates
Florida
$212K +$13.8K +1,000 +7%
KeyBank National Association
8
KeyBank National Association
Ohio
$181K -$11.6K -838 -6%
ASN
9
Advisory Services Network
Georgia
$170K +$221 +16 +0.1%
Wells Fargo
10
Wells Fargo
California
$145K +$9.66K +699 +7%
WAM
11
Wolverine Asset Management
Illinois
$99K +$19K +1,377 +24%
Bank of America
12
Bank of America
North Carolina
$89K -$81.3K -5,882 -48%
HNB
13
Huntington National Bank
Ohio
$59K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$56K +$27.6K +2,000 +100%
IA
15
IFP Advisors
Florida
$52K +$14K +1,014 +37%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$42K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$35K +$387 +28 +1%
SBL
18
Sargent Bickham Lagudis
Colorado
$24K
Creative Planning
19
Creative Planning
Kansas
$10K
CRC
20
Curi RMB Capital
Illinois
-$271K -19,981 Closed
JIR
21
James Investment Research
Ohio
-$25K -1,837 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$1K -100 Closed

EVO Hedge Fund Activity: Q2 2017 in Review

18 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q2 2017, worth a combined $3.05M — down 15% from $3.59M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EVO and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Royal Bank of Canada, adding an estimated $27.6K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $271K sold.

  • 18 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q2 2017, down from 22 in Q1 2017.
  • Funds reported $3.05M of Eaton Vance Ohio Municipal Income Trust stock for Q2 2017, down 15% quarter-over-quarter.
  • 0 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q2 2017 and 3 closed out, a net change of -3 holders.
  • The largest Eaton Vance Ohio Municipal Income Trust buyer in Q2 2017 was Royal Bank of Canada, an estimated $27.6K added.
  • The largest Eaton Vance Ohio Municipal Income Trust seller in Q2 2017 was Curi RMB Capital, an estimated $271K sold.

Based on aggregated 13F filings for Q2 2017.