Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE MUN INCOME TR (EVN)

82 + Investors. Track Smart Money conviction in EVN. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — EVN

Based on 82 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
82 funds currently hold this stock — 89% of the 3.0-year high of 92 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EVN is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

36 buying28 selling
Last quarter: 36 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 10 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 17% medium 18% new
53 out of 82 hedge funds have held EVN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -7%, value -82%

Value
-82%
Shares
-7%
Last quarter: funds added -7% more shares while total portfolio value only changed -82%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

14 → 9 → 7 → 10 → 10 new funds/Q
New funds entering each quarter: 9 → 7 → 10 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 10% 1-2yr 24% new
Of 82 current holders: 54 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
10 of 82 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EVN

How many hedge funds hold EVN — quarterly history vs. share price
Quarterly hedge fund ownership of EVN vs. share price

Market Analysis: EVN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EVN
2026 Q1 Stats Unlock in 15 days 82 + Investors

Track Smart Money conviction in EVN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 78 5.13%
13F Shares 8M 9M -7.02%
Total Value $90M $512M -82.35%
New Positions 10 10 -
Increased Positions 26 24 +2
Closed Positions 6 11 -5
Reduced Positions 22 20 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

82 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVN. Verified SEC 13F-HR filings.

Top 25 institutional holders of EVN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MELFA WEALTH MANAGEMENT, INC. 2.38% 398,047 $4.1M
2 Whipplewood Advisors, LLC 0.51% 94,081 $979K
3 InTrack Investment Management Inc 0.35% 59,390 $618K
4 Gridiron Partners, LLC 0.21% 33,135 $345K
5 Coquina Private Wealth LLC 0.11% 13,435 $140K
6 Kapstone Financial Advisors LLC 0.05% 10,390 $108K
7 Noble Wealth Management PBC 0.04% 7,221 $75K
8 Twelve Points Wealth Management LLC 0.04% 15,906 $166K
9 WELCH & FORBES LLC 0.03% 205,784 $2.1M
10 Midway Capital Research & Management 0.02% 2,400 $25K
11 Abel Hall, LLC 0.02% 10,000 $104K
12 Compass Financial Group, INC/SD 0.02% 13,630 $142K
13 180 WEALTH ADVISORS, LLC 0.02% 15,566 $162K
14 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.01% 8,230 $86K
15 Ethos Financial Group, LLC 0.01% 14,861 $155K
16 Capital Investment Advisors, LLC 0.01% 52,634 $548K
17 BAR HARBOR WEALTH MANAGEMENT 0.01% 13,413 $140K
18 Citizens National Bank Trust Department 0.01% 4,450 $46K
19 SAX WEALTH ADVISORS, LLC 0.01% 13,481 $145K
20 DAGCO, INC. 0.01% 3,065 $32K
21 Janney Montgomery Scott LLC 0.01% 247,167 $3K
22 CARY STREET PARTNERS FINANCIAL LLC 0.01% 24,251 $252K
23 World Investment Advisors 0.01% 36,763 $383K
24 Chicago Partners Investment Group LLC 0.00% 20,541 $217K
25 Belpointe Asset Management LLC 0.00% 12,433 $129K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EATON VANCE MUN INCOME TR (EVN)

What does the Smart Money Trend signal show for EVN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EVN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVN?

Slight buying edge — 56% buying: Last quarter: 36 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EVN holders?

Strong quality — 32% AUM from major funds: 10 of 82 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EVN?

65% of holders stayed for 2+ years: 53 out of 82 hedge funds have held EVN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.