We are live on ! Find out more
EVO

Eaton Vance Ohio Municipal Income Trust

Delisted

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

23 hedge funds and large institutions have $5.05M invested in Eaton Vance Ohio Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $4.23M → $5.05M (+$826K)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$1.78M +$979K +77,410 +118%
KIM
2
Karpus Investment Management
New York
$568K +$23.5K +1,858 +4%
MC
3
Matisse Capital
Oregon
$413K +$420K +33,233 New
LPL Financial
4
LPL Financial
California
$307K +$329 +26 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$292K +$74.3K +5,874 +33%
CRC
6
Curi RMB Capital
Illinois
$287K -$36.8K -2,909 -11%
UBS Group
7
UBS Group
Switzerland
$247K -$4.22K -334 -2%
Wells Fargo
8
Wells Fargo
California
$184K +$41.3K +3,265 +28%
DA
9
Doliver Advisors
Texas
$144K +$147K +11,610 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$137K
KeyBank National Association
11
KeyBank National Association
Ohio
$125K
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$102K
Bank of America
13
Bank of America
North Carolina
$74K -$6.33K -500 -8%
ASN
14
Advisory Services Network
Georgia
$72K -$24.8K -1,961 -25%
SPIA
15
Steward Partners Investment Advisory
New York
$66K
WAM
16
Wolverine Asset Management
Illinois
$50K -$168K -13,281 -76%
SWP
17
Stratos Wealth Partners
Ohio
$48K -$6.33K -500 -11%
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$37K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$33K +$354 +28 +1%
IA
20
IFP Advisors
Florida
$31K
SBL
21
Sargent Bickham Lagudis
Colorado
$22K
HNB
22
Huntington National Bank
Ohio
$17K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$12K -$12.7K -1,000 -50%
AG
24
Advisor Group
Arizona
$9K
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
-$211K -16,169 Closed

EVO Hedge Fund Activity: Q1 2018 in Review

23 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q1 2018, worth a combined $5.05M — up 20% from $4.23M a quarter earlier.

Fund positioning in EVO was balanced in Q1 2018: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $979K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $211K sold.

  • 23 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $5.05M of Eaton Vance Ohio Municipal Income Trust stock for Q1 2018, up 20% quarter-over-quarter.
  • 2 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q1 2018 and 2 closed out, a net change of 0 holders.
  • The largest Eaton Vance Ohio Municipal Income Trust buyer in Q1 2018 was Raymond James & Associates, an estimated $979K added.
  • The largest Eaton Vance Ohio Municipal Income Trust seller in Q1 2018 was Commonwealth Equity Services, an estimated $211K sold.

Based on aggregated 13F filings for Q1 2018.