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EIM

Eaton Vance Municipal Bond Fund
EIM

65 hedge funds and large institutions have $126M invested in Eaton Vance Municipal Bond Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 64 → 65 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.36% less ownership

Funds ownership: 15.44% → 13.08% (-2.4%)

10% less capital invested

Capital invested by funds: $141M → $126M (-$14.1M)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
26
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$1.37M
2
UBS Group
UBS Group
Switzerland
+$1.01M
3
AAM
Advisors Asset Management
Colorado
+$988K
4
Stifel Financial
Stifel Financial
Missouri
+$390K
5
VanEck Associates
VanEck Associates
New York
+$352K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$11.1M
2
OHA
Oak Hill Advisors
New York
-$6.2M
3
PPA
Parametric Portfolio Associates
Washington
-$5.34M
4
LPL Financial
LPL Financial
California
-$2.25M
5
Cohen & Steers
Cohen & Steers
New York
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$607K +$36.6K +2,660 +7%
SIA
27
Sit Investment Associates
Minnesota
$585K -$28.9K -2,100 -5%
MC
28
Mathes Company
New York
$581K +$27.5K +2,000 +5%
RBC
29
Roble Belko & Company
Pennsylvania
$459K – – –
Lido Advisors
30
Lido Advisors
California
$445K -$22.4K -1,626 -5%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$384K +$48.5K +3,530 +15%
WFI
32
West Family Investments
California
$361K – – –
RJT
33
Raymond James Trust
Florida
$348K +$97.6K +7,100 +41%
MFS
34
MSI Financial Services
Massachusetts
$321K +$31.7K +2,303 +11%
YP
35
Yellowstone Partners
Idaho
$315K – – –
OC
36
Oppenheimer & Co
New York
$313K +$13.8K +1,000 +5%
Creative Planning
37
Creative Planning
Kansas
$287K – – –
MIM
38
Macroview Investment Management
Maryland
$248K -$31.6K -2,300 -12%
VFS
39
VSR Financial Services
Kansas
$248K +$6.83K +497 +3%
DA
40
Doliver Advisors
Texas
$234K +$225K +16,382 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$214K +$10.5K +761 +5%
US Bancorp
42
US Bancorp
Minnesota
$211K +$94.3K +6,855 +86%
EGA
43
Eagle Global Advisors
Texas
$207K +$16.5K +1,200 +9%
Ameriprise
44
Ameriprise
Minnesota
$205K +$199K +14,460 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$192K -$41.7K -3,033 -18%
CIA
46
Capital Investment Advisors
Georgia
$190K – – –
TCM
47
Tradewinds Capital Management
Washington
$177K – – –
HK
48
Horizon Kinetics
New York
$176K – – –
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$173K +$168K +12,229 New
Neuberger Berman Group
50
Neuberger Berman Group
New York
$172K +$167K +12,135 New
1
2
3

EIM Hedge Fund Activity: Q2 2016 in Review

65 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2016, worth a combined $126M — down 10% from $141M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EIM positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.37M. The largest seller was Karpus Investment Management, cutting an estimated $11.1M.

  • 65 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2016, up from 64 in Q1 2016.
  • Funds reported $126M of Eaton Vance Municipal Bond Fund stock for Q2 2016, down 10% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2016 and 9 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2016 was Robinson Capital Management, an estimated $1.37M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2016 was Karpus Investment Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2016.