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EVY

Eaton Vance New York Municipal Income Trust

Delisted

EVY was delisted on the 20th of August, 2021.

20 hedge funds and large institutions have $9.09M invested in Eaton Vance New York Municipal Income Trust in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

20% more capital invested

Capital invested by funds: $7.59M → $9.09M (+$1.5M)

18% more funds holding

Funds holding: 1720 (+3)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.92M -$230K -16,701 -10%
Invesco
2
Invesco
Georgia
$1.89M +$71.2K +5,175 +4%
UBS Group
3
UBS Group
Switzerland
$703K +$315K +22,940 +74%
CRC
4
Curi RMB Capital
Illinois
$584K +$615K +44,755 New
LCM
5
Laurion Capital Management
New York
$569K +$601K +43,674 New
MFS
6
MSI Financial Services
Massachusetts
$490K +$7.03K +511 +1%
MIG
7
Mariner Investment Group
New York
$487K +$514K +37,384 New
WAM
8
Wolverine Asset Management
Illinois
$416K +$440K +31,976 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$405K -$54.7K -3,976 -11%
Morgan Stanley
10
Morgan Stanley
New York
$385K +$163K +11,871 +67%
DA
11
Doliver Advisors
Texas
$370K +$390K +28,339 New
IH
12
IFC Holdings
Florida
$334K -$20.8K -1,511 -6%
HK
13
Horizon Kinetics
New York
$193K -$6.88K -500 -3%
Ameriprise
14
Ameriprise
Minnesota
$146K +$154K +11,201 New
LPL Financial
15
LPL Financial
California
$131K +$139K +10,076 New
Bank of America
16
Bank of America
North Carolina
$25K -$40.7K -2,962 -61%
Wells Fargo
17
Wells Fargo
California
$20K +$6.88K +500 +50%
Creative Planning
18
Creative Planning
Kansas
$18K -$3.71K -270 -17%
Citigroup
19
Citigroup
New York
$6K -$275 -20 -4%
PSUF
20
People's United Financial
Connecticut
$3K
SA
21
Strategic Advisors
New York
-$337K -22,165 Closed
WEC
22
Winslow Evans & Crocker
Massachusetts
-$7.61K -500 Closed

EVY Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New York Municipal Income Trust (EVY) for Q4 2016, worth a combined $9.09M — up 20% from $7.59M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVY positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $615K. The largest seller was Strategic Advisors, exiting entirely with an estimated $337K sold.

  • 20 institutional investors held Eaton Vance New York Municipal Income Trust (EVY) as of Q4 2016, up from 17 in Q3 2016.
  • Funds reported $9.09M of Eaton Vance New York Municipal Income Trust stock for Q4 2016, up 20% quarter-over-quarter.
  • 7 funds opened new Eaton Vance New York Municipal Income Trust positions in Q4 2016 and 3 closed out, a net change of +4 holders.
  • The largest Eaton Vance New York Municipal Income Trust buyer in Q4 2016 was Curi RMB Capital, an estimated $615K added.
  • The largest Eaton Vance New York Municipal Income Trust seller in Q4 2016 was Strategic Advisors, an estimated $337K sold.

Based on aggregated 13F filings for Q4 2016.