We are live on ! Find out more
EVO

Eaton Vance Ohio Municipal Income Trust

Delisted

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

18 hedge funds and large institutions have $6.15M invested in Eaton Vance Ohio Municipal Income Trust in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

27% more capital invested

Capital invested by funds: $4.83M → $6.15M (+$1.32M)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$2.41M -$7.7K -640 -0.3%
KIM
2
Karpus Investment Management
New York
$1.02M +$447K +37,197 +79%
RCM
3
Rivernorth Capital Management
Florida
$533K +$395K +32,808 +300%
MC
4
Matisse Capital
Oregon
$302K
SCM
5
Saba Capital Management
New York
$297K +$294K +24,439 New
Morgan Stanley
6
Morgan Stanley
New York
$287K +$7.83K +651 +3%
UBS Group
7
UBS Group
Switzerland
$252K -$30K -2,494 -11%
LPL Financial
8
LPL Financial
California
$217K -$7.52K -625 -3%
WAM
9
Wolverine Asset Management
Illinois
$188K +$133K +11,022 +246%
MIG
10
Mariner Investment Group
New York
$164K +$162K +13,474 New
Wells Fargo
11
Wells Fargo
California
$141K +$30.1K +2,500 +28%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$122K +$22.5K +1,874 +23%
Bank of America
13
Bank of America
North Carolina
$48K
ASN
14
Advisory Services Network
Georgia
$45K -$902 -75 -2%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$36K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$31K +$229 +19 +0.7%
SBL
17
Sargent Bickham Lagudis
Colorado
$21K
MOS
18
MGO One Seven
Ohio
$18K +$18.8K +1,563 New
HNB
19
Huntington National Bank
Ohio
$16K
SPIA
20
Steward Partners Investment Advisory
New York
-$65K -5,311 Closed
SWP
21
Stratos Wealth Partners
Ohio
-$27K -2,164 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$1K -100 Closed

EVO Hedge Fund Activity: Q4 2018 in Review

18 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Ohio Municipal Income Trust (EVO) for Q4 2018, worth a combined $6.15M — up 27% from $4.83M a quarter earlier.

Fund positioning in EVO was balanced in Q4 2018: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $447K. The largest seller was Steward Partners Investment Advisory, exiting entirely with an estimated $65K sold.

  • 18 institutional investors held Eaton Vance Ohio Municipal Income Trust (EVO) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $6.15M of Eaton Vance Ohio Municipal Income Trust stock for Q4 2018, up 27% quarter-over-quarter.
  • 3 funds opened new Eaton Vance Ohio Municipal Income Trust positions in Q4 2018 and 3 closed out, a net change of 0 holders.
  • The largest Eaton Vance Ohio Municipal Income Trust buyer in Q4 2018 was Karpus Investment Management, an estimated $447K added.
  • The largest Eaton Vance Ohio Municipal Income Trust seller in Q4 2018 was Steward Partners Investment Advisory, an estimated $65K sold.

Based on aggregated 13F filings for Q4 2018.