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EIM

Eaton Vance Municipal Bond Fund
EIM

69 hedge funds and large institutions have $114M invested in Eaton Vance Municipal Bond Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

6% more funds holding

Funds holding: 65 → 69 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.79% less ownership

Funds ownership: 13.08% → 12.3% (-0.79%)

10% less capital invested

Capital invested by funds: $126M → $114M (-$12.3M)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
28
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$722K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$616K
3
RJA
Raymond James & Associates
Florida
+$511K
4
CRC
Curi RMB Capital
Illinois
+$505K
5
VanEck Associates
VanEck Associates
New York
+$410K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$4.73M
2
KIM
Karpus Investment Management
New York
-$4.59M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$882K
4
GC
Guggenheim Capital
Illinois
-$716K
5
Deutsche Bank
Deutsche Bank
Germany
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Mathes Company
New York
$599K +$41.7K +3,000 +7%
BTS
27
BB&T Securities
Virginia
$588K +$4.82K +347 +0.8%
SIA
28
Sit Investment Associates
Minnesota
$584K +$22K +1,584 +4%
Lido Advisors
29
Lido Advisors
California
$526K +$101K +7,262 +23%
CRC
30
Curi RMB Capital
Illinois
$494K +$505K +36,299 New
RBC
31
Roble Belko & Company
Pennsylvania
$441K – – –
RJT
32
Raymond James Trust
Florida
$412K +$79.1K +5,691 +23%
DA
33
Doliver Advisors
Texas
$388K +$168K +12,104 +74%
Ameriprise
34
Ameriprise
Minnesota
$383K +$190K +13,652 +94%
WFI
35
West Family Investments
California
$347K – – –
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$335K +$342K +24,569 New
Creative Planning
37
Creative Planning
Kansas
$305K +$29.9K +2,152 +11%
YP
38
Yellowstone Partners
Idaho
$303K – – –
OC
39
Oppenheimer & Co
New York
$298K -$3.48K -250 -1%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$255K +$72.2K +5,196 +38%
FFA
41
First Foundation Advisors
California
$251K +$256K +18,450 New
MFS
42
MSI Financial Services
Massachusetts
$249K -$61.2K -4,405 -19%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$206K +$834 +60 +0.4%
US Bancorp
44
US Bancorp
Minnesota
$202K – – –
EGA
45
Eagle Global Advisors
Texas
$199K – – –
CAN
46
Cetera Advisor Networks
California
$193K +$197K +14,146 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$186K +$20.9K +1,500 +12%
CIA
48
Capital Investment Advisors
Georgia
$183K – – –
MIM
49
Macroview Investment Management
Maryland
$171K -$69.6K -5,005 -29%
TCM
50
Tradewinds Capital Management
Washington
$170K – – –
1
2
3

EIM Hedge Fund Activity: Q3 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2016, worth a combined $114M — down 9.8% from $126M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EIM positions and 3 closed out — a net gain of 5 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $722K. The largest seller was Oxbow Advisors, cutting an estimated $4.73M.

  • 69 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2016, up from 65 in Q2 2016.
  • Funds reported $114M of Eaton Vance Municipal Bond Fund stock for Q3 2016, down 9.8% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2016 and 3 closed out, a net change of +5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2016 was UBS Group, an estimated $722K added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2016 was Oxbow Advisors, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2016.