Eaton Vance Pennsylvania Municipal Income Trust
EVP was delisted on the 18th of January, 2019.
12 hedge funds and large institutions have $2.94M invested in Eaton Vance Pennsylvania Municipal Income Trust in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
9% more funds holding
Funds holding: 11 → 12 (+1)
8% more capital invested
Capital invested by funds: $2.72M → $2.94M (+$221K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$262K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$127K |
| 3 |
AssetMark Inc
Concord,
California
|
+$17.1K |
| 4 |
Citigroup
New York
|
+$12.7K |
| 5 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
+$4.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DA
Doliver Advisors
Houston,
Texas
|
-$131K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$41K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$39.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$5.99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
1
Karpus Investment Management
Pittsford,
New York
| $1.09M | +$262K | +21,824 | +32% |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $992K | -$5.99K | -500 | -0.6% |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $227K | -$39.9K | -3,330 | -15% |
|
4
Morgan Stanley
New York
| $200K | +$168 | +14 | +0.1% |
|
|
CRC
5
Curi RMB Capital
Chicago,
Illinois
| $128K | +$127K | +10,565 | New |
|
|
ICAS
6
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $127K | +$4.97K | +415 | +4% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $97K | -$12K | -1,000 | -11% |
|
|
TFA
8
Transamerica Financial Advisors
St. Petersburg,
Florida
| $23K | +$336 | +28 | +2% |
|
9
Wells Fargo
San Francisco,
California
| $17K | +$12 | +1 | +0.1% |
|
|
10
AssetMark Inc
Concord,
California
| $17K | +$17.1K | +1,423 | New |
|
|
11
Citigroup
New York
| $13K | +$12.7K | +1,062 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| $12K | -$41K | -3,420 | -77% |
|
|
DA
13
Doliver Advisors
Houston,
Texas
| – | -$131K | -11,000 | Closed |
|
EVP Hedge Fund Activity: Q4 2015 in Review
12 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Pennsylvania Municipal Income Trust (EVP) for Q4 2015, worth a combined $2.94M — up 8.1% from $2.72M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EVP positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $262K. The largest seller was Doliver Advisors, exiting entirely with an estimated $131K sold.
- 12 institutional investors held Eaton Vance Pennsylvania Municipal Income Trust (EVP) as of Q4 2015, up from 11 in Q3 2015.
- Funds reported $2.94M of Eaton Vance Pennsylvania Municipal Income Trust stock for Q4 2015, up 8.1% quarter-over-quarter.
- 3 funds opened new Eaton Vance Pennsylvania Municipal Income Trust positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest Eaton Vance Pennsylvania Municipal Income Trust buyer in Q4 2015 was Karpus Investment Management, an estimated $262K added.
- The largest Eaton Vance Pennsylvania Municipal Income Trust seller in Q4 2015 was Doliver Advisors, an estimated $131K sold.
Based on aggregated 13F filings for Q4 2015.