Eaton Vance Pennsylvania Municipal Income Trust
EVP was delisted on the 18th of January, 2019.
9 hedge funds and large institutions have $1.76M invested in Eaton Vance Pennsylvania Municipal Income Trust in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
3% more capital invested
Capital invested by funds: $1.7M → $1.76M (+$57K)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$155K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$114K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$102K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$13.3K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$101K |
| 2 |
Morgan Stanley
New York
|
-$90.8K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$22.7K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$10.9K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $630K | – | – | – |
|
|
DA
2
Doliver Advisors
Houston,
Texas
| $298K | +$114K | +10,008 | +62% |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $233K | +$102K | +9,024 | +78% |
|
|
KIM
4
Karpus Investment Management
Pittsford,
New York
| $155K | +$155K | +13,617 | New |
|
|
5
Morgan Stanley
New York
| $137K | -$90.8K | -8,001 | -40% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $96K | -$22.7K | -2,000 | -19% |
|
|
TFA
7
Transamerica Financial Advisors
St. Petersburg,
Florida
| $70K | +$13.3K | +1,175 | +24% |
|
|
HNB
8
Huntington National Bank
Columbus,
Ohio
| $68K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $44K | +$3.97K | +350 | +10% |
|
|
WA
10
WFG Advisors
Dallas,
Texas
| $29K | -$10.9K | -957 | -27% |
|
|
AIG
11
American International Group
New York
| – | -$101K | -8,340 | Closed |
|
|
LTFS
12
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$4K | -300 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$3K | -207 | Closed |
|
EVP Hedge Fund Activity: Q3 2013 in Review
9 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Pennsylvania Municipal Income Trust (EVP) for Q3 2013, worth a combined $1.76M — up 3.3% from $1.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EVP and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Karpus Investment Management, opening a new position worth an estimated $155K. The largest seller was American International Group, exiting entirely with an estimated $101K sold.
- 9 institutional investors held Eaton Vance Pennsylvania Municipal Income Trust (EVP) as of Q3 2013, down from 11 in Q2 2013.
- Funds reported $1.76M of Eaton Vance Pennsylvania Municipal Income Trust stock for Q3 2013, up 3.3% quarter-over-quarter.
- 1 fund opened new Eaton Vance Pennsylvania Municipal Income Trust positions in Q3 2013 and 3 closed out, a net change of -2 holders.
- The largest Eaton Vance Pennsylvania Municipal Income Trust buyer in Q3 2013 was Karpus Investment Management, an estimated $155K added.
- The largest Eaton Vance Pennsylvania Municipal Income Trust seller in Q3 2013 was American International Group, an estimated $101K sold.
Based on aggregated 13F filings for Q3 2013.