Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Vance Mun Income Tr (EVN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — EVN

Based on 87 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 92% of 3.0Y peak

92% of all-time peak
87 funds currently hold this stock — 92% of the 3.0-year high of 95 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

38 buying31 selling
Last quarter: 38 funds bought or added vs 31 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
58 out of 87 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.
📈

Growing discovery — still being found

9 → 8 → 10 → 11 → 12 new funds/Q
New funds entering each quarter: 8 → 10 → 11 → 12. A growing number of institutions are discovering EVN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 22% newcomers

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 87 holders: 60 (69%) are 2+ year veterans, 8 entered 1–2 years ago, and 19 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
12 of 87 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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.

Institutional Sentiment Summary — EVN

In 2026 Q1, 38 hedge funds were net buyers of EVN (12 opened a new position, 26 added to an existing one), while 31 reduced or exited (20 trimmed, 11 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in EVN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 87.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EVN
90 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 90 87 3.45%
13F Shares 9M 8M 6.97%
Total Value $93M $78M 19.11%
New Positions 12 12 -
Increased Positions 29 26 +3
Closed Positions 9 11 -2
Reduced Positions 21 20 +1
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 Q2)

90 + investors

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

QUARTER:
Top 25 EVN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melfa Wealth Management, INC. 2.15% 354,956 $4.0M
2 Whipplewood Advisors, LLC 0.71% 93,479 $1.1M
3 Meadowbrook Wealth Management, LLC 0.54% 44,806 $502K
4 InTrack Investment Management Inc 0.30% 54,399 $613K
5 Hennion & Walsh Asset Management, Inc. 0.30% 935,778 $10.5M
6 Wakefield Asset Management LLLP 0.22% 88,139 $992K
7 Coquina Private Wealth LLC 0.10% 13,629 $153K
8 ProVise Management Group, LLC 0.08% 108,380 $1.2M
9 Westview Management dba Westview Investment Advisors 0.08% 13,624 $153K
10 Gridiron Partners, LLC 0.06% 10,324 $116K
11 Guggenheim Capital LLC 0.05% 749,682 $8.4M
12 Kapstone Financial Advisors LLC 0.05% 10,390 $117K
13 one8zero8, LLC 0.04% 18,000 $203K
14 Twelve Points Wealth Management LLC 0.04% 15,906 $179K
15 Noble Wealth Management PBC 0.03% 5,820 $66K
16 Welch & Forbes LLC 0.03% 205,784 $2.3M
17 Midway Capital Research & Management 0.02% 2,400 $27K
18 Abel Hall, LLC 0.02% 10,000 $113K
19 Advisors Asset Management, Inc. 0.02% 112,477 $1.3M
20 Compass Financial Group, INC/SD 0.02% 13,630 $153K
21 180 Wealth Advisors, LLC 0.02% 15,566 $175K
22 StoneX Group Inc. 0.01% 32,650 $368K
23 Rothschild Investment LLC 0.01% 25,000 $282K
24 Ethos Financial Group, LLC 0.01% 14,861 $155K
25 Summit Trail Advisors, LLC 0.01% 63,472 $715K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 55% buying: Last quarter: 38 funds bought or added vs 31 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 — 34% AUM from major funds: 12 of 87 holders rank in the top 100 by AUM, accounting for 34% 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?

67% of holders stayed for 2+ years: 58 out of 87 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.

Full history →