We are live on ! Find out more
EIM

Eaton Vance Municipal Bond Fund

68 hedge funds and large institutions have $130M invested in Eaton Vance Municipal Bond Fund in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $114M → $130M (+$15.6M)

3.02% more ownership

Funds ownership: 12.3%15.32% (+3%)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 6968 (-1)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
20
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Mathes Company
New York
$546K
FFA
27
First Foundation Advisors
California
$511K +$288K +22,758 +123%
Lido Advisors
28
Lido Advisors
California
$480K
RBC
29
Roble Belko & Company
Pennsylvania
$452K +$51.5K +4,069 +13%
Ameriprise
30
Ameriprise
Minnesota
$421K +$73.4K +5,796 +21%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$406K -$526K -41,548 -56%
TCM
32
Tradewinds Capital Management
Washington
$397K +$247K +19,500 +156%
RJT
33
Raymond James Trust
Florida
$366K -$9.5K -750 -2%
WFI
34
West Family Investments
California
$316K
OC
35
Oppenheimer & Co
New York
$307K +$36.1K +2,850 +13%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$297K -$8.54K -674 -3%
DA
37
Doliver Advisors
Texas
$269K -$86.8K -6,853 -24%
EGA
38
Eagle Global Advisors
Texas
$241K +$50.7K +4,000 +27%
Citigroup
39
Citigroup
New York
$236K -$486K -38,370 -67%
LCM
40
Landscape Capital Management
New Jersey
$228K +$233K +18,406 New
Creative Planning
41
Creative Planning
Kansas
$225K -$53.9K -4,255 -19%
MFS
42
MSI Financial Services
Massachusetts
$225K -$2.29K -181 -1%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$224K +$37.3K +2,947 +19%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$183K -$51.5K -4,066 -22%
CIA
45
Capital Investment Advisors
Georgia
$167K
HK
46
Horizon Kinetics
New York
$152K -$1.84K -145 -1%
Citadel Advisors
47
Citadel Advisors
Florida
$151K +$154K +12,161 New
Cohen & Steers
48
Cohen & Steers
New York
$146K
MIM
49
Macroview Investment Management
Maryland
$143K -$12.7K -1,000 -8%
AS
50
Arxis Securities
New York
$141K +$144K +11,390 New

EIM Hedge Fund Activity: Q4 2016 in Review

68 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2016, worth a combined $130M — up 14% from $114M a quarter earlier.

Fund positioning in EIM was balanced in Q4 2016: 13 funds opened new positions, 13 closed out, 20 added to existing stakes and 24 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $21.4M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $5.54M sold.

  • 68 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2016, down from 69 in Q3 2016.
  • Funds reported $130M of Eaton Vance Municipal Bond Fund stock for Q4 2016, up 14% quarter-over-quarter.
  • 13 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2016 and 13 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2016 was Karpus Investment Management, an estimated $21.4M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2016 was Robinson Capital Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q4 2016.