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EIM

Eaton Vance Municipal Bond Fund
EIM

80 hedge funds and large institutions have $182M invested in Eaton Vance Municipal Bond Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $166M → $182M (+$16M)

3.13% more ownership

Funds ownership: 19.4% → 22.53% (+3.1%)

0% more funds holding

Funds holding: 80 → 80 (0)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
28
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$15.8M
2
RCM
Robinson Capital Management
Michigan
+$5.06M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.65M
4
PPA
Parametric Portfolio Associates
Washington
+$1.29M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.12M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.23M
2
Invesco
Invesco
Georgia
-$729K
3
PAG
Private Advisor Group
New Jersey
-$584K
4
BF
BOK Financial
Oklahoma
-$263K
5
Squarepoint
Squarepoint
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
26
First Foundation Advisors
California
$965K +$8.88K +738 +0.9%
VCM
27
Vivaldi Capital Management
Illinois
$896K +$367K +30,522 +67%
FC
28
FCA Corp
Texas
$556K +$190K +15,800 +51%
OC
29
Oppenheimer & Co
New York
$469K +$30.6K +2,543 +7%
Lido Advisors
30
Lido Advisors
California
$456K – – –
Bank of America
31
Bank of America
North Carolina
$442K -$118K -9,794 -21%
WS
32
Wedbush Securities
California
$427K +$435K +36,150 New
LPL Financial
33
LPL Financial
California
$411K +$37.2K +3,092 +10%
TCM
34
Tradewinds Capital Management
Washington
$378K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$344K -$37.6K -3,129 -10%
Cohen & Steers
36
Cohen & Steers
New York
$339K -$52.2K -4,339 -13%
PK
37
Pflug Koory
Nebraska
$335K +$341K +28,325 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$328K -$213K -17,728 -39%
MC
39
Mathes Company
New York
$319K – – –
BTS
40
BB&T Securities
Virginia
$317K -$86.1K -7,160 -21%
LCM
41
Landscape Capital Management
New Jersey
$309K +$314K +26,110 New
DA
42
Doliver Advisors
Texas
$304K +$1.55K +129 +0.5%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$283K -$77.3K -6,427 -21%
IWC
44
Integrated Wealth Concepts
Massachusetts
$272K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$265K -$41K -3,408 -13%
PAS
46
Park Avenue Securities
New York
$258K +$85.9K +7,136 +49%
Citigroup
47
Citigroup
New York
$247K -$26K -2,162 -9%
RJT
48
Raymond James Trust
Florida
$246K – – –
AA
49
AQR Arbitrage
Connecticut
$233K +$66K +5,486 +39%
EGA
50
Eagle Global Advisors
Texas
$232K – – –
1
2
3 4

EIM Hedge Fund Activity: Q1 2018 in Review

80 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2018, worth a combined $182M — up 9.6% from $166M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EIM positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $15.8M. The largest seller was UBS Group, cutting an estimated $1.23M.

  • 80 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $182M of Eaton Vance Municipal Bond Fund stock for Q1 2018, up 9.6% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2018 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $15.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2018 was UBS Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2018.