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EVY

Eaton Vance New York Municipal Income Trust

Delisted

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

21 hedge funds and large institutions have $12.7M invested in Eaton Vance New York Municipal Income Trust in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

18% more capital invested

Capital invested by funds: $10.8M → $12.7M (+$1.9M)

9% less funds holding

Funds holding: 2321 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.53M +$3.94M +293,812 +288%
UBS Group
2
UBS Group
Switzerland
$1.75M -$70.1K -5,233 -4%
GC
3
Guggenheim Capital
Illinois
$1.46M +$198K +14,780 +17%
Wells Fargo
4
Wells Fargo
California
$693K +$284K +21,200 +75%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$543K
Invesco
6
Invesco
Georgia
$420K -$9.06K -676 -2%
Citigroup
7
Citigroup
New York
$405K +$161 +12 +0%
Morgan Stanley
8
Morgan Stanley
New York
$325K -$3.67K -274 -1%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$302K +$289K +21,575 New
MML Investors Services
10
MML Investors Services
Massachusetts
$298K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$269K +$16.6K +1,236 +7%
MIG
12
Mariner Investment Group
New York
$204K +$196K +14,619 New
GCA
13
Genesee Capital Advisors
New York
$146K +$1.42K +106 +1%
PFO
14
Pathstone Family Office
New Jersey
$107K +$103K +7,689 New
Bank of America
15
Bank of America
North Carolina
$56K -$106K -7,908 -66%
NFG
16
Next Financial Group
Texas
$56K
PA
17
Parallel Advisors
California
$35K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$24K
SPIA
19
Steward Partners Investment Advisory
New York
$17K
Osaic Holdings
20
Osaic Holdings
Arizona
$14K
RA
21
Reby Advisors
Connecticut
$7K +$7.04K +525 New
KIM
22
Karpus Investment Management
New York
-$1.83M -143,259 Closed
RCM
23
Rivernorth Capital Management
Florida
-$1.31M -102,186 Closed
ACA
24
Ackerman Capital Advisors
Texas
-$177K -13,830 Closed
WAM
25
Wolverine Asset Management
Illinois
-$176K -13,787 Closed

EVY Hedge Fund Activity: Q4 2020 in Review

21 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance New York Municipal Income Trust (EVY) for Q4 2020, worth a combined $12.7M — up 18% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVY and 4 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 6 added.

The largest buyer was Saba Capital Management, adding an estimated $3.94M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $1.83M sold.

  • 21 institutional investors held Eaton Vance New York Municipal Income Trust (EVY) as of Q4 2020, down from 23 in Q3 2020.
  • Funds reported $12.7M of Eaton Vance New York Municipal Income Trust stock for Q4 2020, up 18% quarter-over-quarter.
  • 4 funds opened new Eaton Vance New York Municipal Income Trust positions in Q4 2020 and 6 closed out, a net change of -2 holders.
  • The largest Eaton Vance New York Municipal Income Trust buyer in Q4 2020 was Saba Capital Management, an estimated $3.94M added.
  • The largest Eaton Vance New York Municipal Income Trust seller in Q4 2020 was Karpus Investment Management, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2020.