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EIM

Eaton Vance Municipal Bond Fund
EIM

66 hedge funds and large institutions have $146M invested in Eaton Vance Municipal Bond Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

9% more capital invested

Capital invested by funds: $135M → $146M (+$11.7M)

1.18% more ownership

Funds ownership: 15.74% → 16.92% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 70 → 66 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
27
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$7.21M
2
PPA
Parametric Portfolio Associates
Washington
+$5.87M
3
RCM
Robinson Capital Management
Michigan
+$2.09M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$973K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$374K

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.24M
2
Invesco
Invesco
Georgia
-$1.81M
3
LPL Financial
LPL Financial
California
-$1.04M
4
GC
Guggenheim Capital
Illinois
-$824K
5
RCM
Rivernorth Capital Management
Florida
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$805K +$292K +23,101 +57%
Ameriprise
27
Ameriprise
Minnesota
$785K +$544 +43 +0.1%
PAG
28
Private Advisor Group
New Jersey
$769K -$4.42K -350 -0.6%
FFA
29
First Foundation Advisors
California
$564K +$82.3K +6,507 +17%
LPL Financial
30
LPL Financial
California
$499K -$1.04M -82,179 -68%
Lido Advisors
31
Lido Advisors
California
$490K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$466K +$42.5K +3,364 +10%
BTS
33
BB&T Securities
Virginia
$459K -$21.5K -1,700 -4%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$438K +$222K +17,561 +104%
TCM
35
Tradewinds Capital Management
Washington
$406K – – –
Cohen & Steers
36
Cohen & Steers
New York
$395K +$245K +19,408 +165%
MC
37
Mathes Company
New York
$381K -$177K -14,000 -32%
Citigroup
38
Citigroup
New York
$370K +$923 +73 +0.3%
HighTower Advisors
39
HighTower Advisors
Illinois
$370K +$368K +29,119 New
Creative Planning
40
Creative Planning
Kansas
$342K +$103K +8,124 +43%
RBC
41
Roble Belko & Company
Pennsylvania
$337K – – –
SG Americas Securities
42
SG Americas Securities
New York
$326K +$92.9K +7,351 +40%
OC
43
Oppenheimer & Co
New York
$313K – – –
RJT
44
Raymond James Trust
Florida
$296K -$5.58K -441 -2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$292K +$18K +1,425 +7%
EGA
46
Eagle Global Advisors
Texas
$236K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$212K +$645 +51 +0.3%
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$169K -$54.1K -4,281 -24%
CIA
49
Capital Investment Advisors
Georgia
$165K – – –
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$158K +$158K +12,487 New
1
2
3

EIM Hedge Fund Activity: Q2 2017 in Review

66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2017, worth a combined $146M — up 8.7% from $135M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EIM and 4 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 27 added.

The largest buyer was Karpus Investment Management, adding an estimated $7.21M. The largest seller was Fiera Capital (Canada), cutting an estimated $4.24M.

  • 66 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2017, down from 70 in Q1 2017.
  • Funds reported $146M of Eaton Vance Municipal Bond Fund stock for Q2 2017, up 8.7% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2017 and 8 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2017 was Karpus Investment Management, an estimated $7.21M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2017 was Fiera Capital (Canada), an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2017.