Eaton Vance New York Municipal Income Trust
EVY was delisted on the 20th of August, 2021.
11 hedge funds and large institutions have $4.41M invested in Eaton Vance New York Municipal Income Trust in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 3 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
101% more capital invested
Capital invested by funds: $2.19M → $4.41M (+$2.22M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
+$990K |
| 2 |
Morgan Stanley
New York
|
+$595K |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$284K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$284K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFSOTS
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
-$196K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$144K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$5.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
1
Ashford Capital Management
Wilmington,
Delaware
| $1.01M | +$990K | +80,997 | New |
|
|
2
Morgan Stanley
New York
| $977K | +$595K | +48,716 | +163% |
|
|
HK
3
Horizon Kinetics
New York
| $484K | +$6.11K | +500 | +1% |
|
|
U
4
UBS
Zurich,
Switzerland
| $395K | +$64K | +5,240 | +20% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $390K | +$4.89K | +400 | +1% |
|
|
GC
6
Guggenheim Capital
Chicago,
Illinois
| $389K | +$231K | +18,906 | +152% |
|
|
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $356K | +$284K | +23,269 | +428% |
|
|
TCT
8
TIAA CREF Trust
St Louis,
Missouri
| $289K | +$284K | +23,283 | New |
|
9
Citigroup
New York
| $77K | +$75.6K | +6,190 | New |
|
10
Wells Fargo
San Francisco,
California
| $43K | – | – | – |
|
|
MFS
11
MSI Financial Services
Springfield,
Massachusetts
| $5K | -$5.38K | -440 | -52% |
|
|
FFSOTS
12
Fiduciary Financial Services of The Southwest
Dallas,
Texas
| – | -$196K | -15,770 | Closed |
|
|
DA
13
Doliver Advisors
Houston,
Texas
| – | -$144K | -11,519 | Closed |
|
|
14
Bank of America
Charlotte,
North Carolina
| – | -$7K | -600 | Closed |
|
EVY Hedge Fund Activity: Q4 2013 in Review
11 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New York Municipal Income Trust (EVY) for Q4 2013, worth a combined $4.41M — up 101% from $2.19M a quarter earlier.
Fund positioning in EVY was balanced in Q4 2013: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 1 trimmed.
The largest buyer was Ashford Capital Management, opening a new position worth an estimated $990K. The largest seller was Fiduciary Financial Services of The Southwest, exiting entirely with an estimated $196K sold.
- 11 institutional investors held Eaton Vance New York Municipal Income Trust (EVY) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $4.41M of Eaton Vance New York Municipal Income Trust stock for Q4 2013, up 101% quarter-over-quarter.
- 3 funds opened new Eaton Vance New York Municipal Income Trust positions in Q4 2013 and 3 closed out, a net change of 0 holders.
- The largest Eaton Vance New York Municipal Income Trust buyer in Q4 2013 was Ashford Capital Management, an estimated $990K added.
- The largest Eaton Vance New York Municipal Income Trust seller in Q4 2013 was Fiduciary Financial Services of The Southwest, an estimated $196K sold.
Based on aggregated 13F filings for Q4 2013.