Eaton Vance New York Municipal Income Trust
EVY was delisted on the 20th of August, 2021.
15 hedge funds and large institutions have $4.53M invested in Eaton Vance New York Municipal Income Trust in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
36% more funds holding
Funds holding: 11 → 15 (+4)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
29% more capital invested
Capital invested by funds: $3.5M → $4.53M (+$1.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$246K |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$215K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$194K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$125K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$81.1K |
| 2 |
Morgan Stanley
New York
|
-$45.3K |
| 3 |
Citigroup
New York
|
-$25.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
1
Guggenheim Capital
Chicago,
Illinois
| $1.51M | -$81.1K | -5,975 | -5% |
|
|
2
UBS Group
Zurich,
Switzerland
| $576K | +$125K | +9,186 | +29% |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $521K | – | – | – |
|
|
IH
4
IFC Holdings
Tampa,
Florida
| $390K | +$18.6K | +1,373 | +5% |
|
|
5
Invesco
Atlanta,
Georgia
| $354K | +$194K | +14,266 | +133% |
|
|
6
Morgan Stanley
New York
| $255K | -$45.3K | -3,340 | -16% |
|
|
7
LPL Financial
San Diego,
California
| $255K | +$246K | +18,122 | New |
|
|
CRC
8
Curi RMB Capital
Chicago,
Illinois
| $224K | +$215K | +15,859 | New |
|
|
HK
9
Horizon Kinetics
New York
| $217K | – | – | – |
|
|
MFS
10
MSI Financial Services
Springfield,
Massachusetts
| $114K | +$110K | +8,070 | New |
|
11
Bank of America
Charlotte,
North Carolina
| $69K | +$33.4K | +2,462 | +103% |
|
12
Wells Fargo
San Francisco,
California
| $24K | – | – | – |
|
13
Creative Planning
Overland Park,
Kansas
| $19K | – | – | – |
|
|
PSUF
14
People's United Financial
Bridgeport,
Connecticut
| $4K | +$3.6K | +265 | New |
|
|
15
Citigroup
New York
| – | -$25.6K | -1,884 | -99% |
|
EVY Hedge Fund Activity: Q4 2015 in Review
15 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New York Municipal Income Trust (EVY) for Q4 2015, worth a combined $4.53M — up 29% from $3.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EVY positions and 0 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $246K. The largest seller was Guggenheim Capital, cutting an estimated $81.1K.
- 15 institutional investors held Eaton Vance New York Municipal Income Trust (EVY) as of Q4 2015, up from 11 in Q3 2015.
- Funds reported $4.53M of Eaton Vance New York Municipal Income Trust stock for Q4 2015, up 29% quarter-over-quarter.
- 4 funds opened new Eaton Vance New York Municipal Income Trust positions in Q4 2015 and 0 closed out, a net change of +4 holders.
- The largest Eaton Vance New York Municipal Income Trust buyer in Q4 2015 was LPL Financial, an estimated $246K added.
- The largest Eaton Vance New York Municipal Income Trust seller in Q4 2015 was Guggenheim Capital, an estimated $81.1K sold.
Based on aggregated 13F filings for Q4 2015.