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EVO

Eaton Vance Ohio Municipal Income Trust

Delisted

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

23 hedge funds and large institutions have $4.23M invested in Eaton Vance Ohio Municipal Income Trust in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

28% more funds holding

Funds holding: 1823 (+5)

25% more capital invested

Capital invested by funds: $3.37M → $4.23M (+$854K)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$852K +$447K +33,423 +104%
KIM
2
Karpus Investment Management
New York
$571K
CRC
3
Curi RMB Capital
Illinois
$338K +$347K +25,963 New
LPL Financial
4
LPL Financial
California
$322K +$37.8K +2,825 +13%
UBS Group
5
UBS Group
Switzerland
$263K -$29.1K -2,178 -10%
Morgan Stanley
6
Morgan Stanley
New York
$229K +$8.07K +604 +4%
WAM
7
Wolverine Asset Management
Illinois
$226K +$36K +2,691 +18%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$211K +$4.88K +365 +2%
PAG
9
Private Advisor Group
New Jersey
$194K -$71.6K -5,359 -27%
Wells Fargo
10
Wells Fargo
California
$150K +$14.7K +1,100 +11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$143K +$147K +11,000 New
KeyBank National Association
12
KeyBank National Association
Ohio
$131K
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$107K +$110K +8,200 New
ASN
14
Advisory Services Network
Georgia
$101K -$58.4K -4,368 -36%
Bank of America
15
Bank of America
North Carolina
$84K
SPIA
16
Steward Partners Investment Advisory
New York
$69K
SWP
17
Stratos Wealth Partners
Ohio
$57K +$58.6K +4,384 New
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$39K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$34K +$348 +26 +1%
IA
20
IFP Advisors
Florida
$31K -$18K -1,348 -36%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$26K -$26.7K -2,000 -50%
SBL
22
Sargent Bickham Lagudis
Colorado
$23K
HNB
23
Huntington National Bank
Ohio
$18K
AG
24
Advisor Group
Arizona
$9K +$9.36K +700 New

EVO Hedge Fund Activity: Q4 2017 in Review

23 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q4 2017, worth a combined $4.23M — up 25% from $3.37M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVO positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $447K. The largest seller was Private Advisor Group, cutting an estimated $71.6K.

  • 23 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $4.23M of Eaton Vance Ohio Municipal Income Trust stock for Q4 2017, up 25% quarter-over-quarter.
  • 5 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q4 2017 and 0 closed out, a net change of +5 holders.
  • The largest Eaton Vance Ohio Municipal Income Trust buyer in Q4 2017 was Raymond James & Associates, an estimated $447K added.
  • The largest Eaton Vance Ohio Municipal Income Trust seller in Q4 2017 was Private Advisor Group, an estimated $71.6K sold.

Based on aggregated 13F filings for Q4 2017.