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EIM

Eaton Vance Municipal Bond Fund
EIM

115 hedge funds and large institutions have $298M invested in Eaton Vance Municipal Bond Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 113 → 115 (+2)

1.36% more ownership

Funds ownership: 29.2% → 30.56% (+1.4%)

7% less capital invested

Capital invested by funds: $322M → $298M (-$23.9M)

36% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 42

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
27
Reduced
42
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$1.97M
2
UBS Group
UBS Group
Switzerland
+$1.1M
3
ACA
Ackerman Capital Advisors
Texas
+$612K
4
ECM
ExodusPoint Capital Management
New York
+$482K
5
FFA
First Foundation Advisors
California
+$376K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$3.31M
3
SIA
Sit Investment Associates
Minnesota
-$2.94M
4
RCM
Rivernorth Capital Management
Florida
-$2.29M
5
RVPG
Relative Value Partners Group
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
26
Mackay Shields LLC
New York
$1.72M -$333K -25,913 -16%
GAMC
27
Garner Asset Management Corp
Texas
$1.67M -$30.4K -2,367 -2%
Bank of America
28
Bank of America
North Carolina
$1.66M -$243K -18,909 -13%
BB
29
Busey Bank
Illinois
$1.51M +$155K +12,073 +11%
VCM
30
Vivaldi Capital Management
Illinois
$1.49M -$1.94M -150,619 -57%
IWM
31
IHT Wealth Management
Illinois
$1.4M -$249K -19,369 -15%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.16M +$98.4K +7,653 +9%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$1.03M -$200K -15,553 -16%
WAM
34
Wakefield Asset Management
Colorado
$1.03M -$191K -14,833 -16%
CIA
35
Capital Investment Advisors
Georgia
$1.02M -$7.11K -553 -0.7%
DLG
36
Daniel L. Goodwin
$961K -$186K -14,502 -16%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$958K +$79K +6,143 +9%
MC
38
Mathes Company
New York
$856K +$161K +12,498 +23%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$772K +$281K +21,879 +57%
LPL Financial
40
LPL Financial
California
$626K +$50.7K +3,946 +9%
ACA
41
Ackerman Capital Advisors
Texas
$612K +$612K +47,580 New
PCM
42
Prelude Capital Management
New York
$532K -$103K -8,021 -16%
ECM
43
Evergreen Capital Management
Washington
$514K +$19.3K +1,500 +4%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$500K +$224K +17,416 +81%
CP
45
Camelot Portfolios
Ohio
$483K +$23.2K +1,801 +5%
ECM
46
ExodusPoint Capital Management
New York
$482K +$482K +37,449 New
PAS
47
Park Avenue Securities
New York
$461K +$62.2K +4,834 +16%
PK
48
Pflug Koory
Nebraska
$365K – – –
JCM
49
Jacobi Capital Management
Pennsylvania
$361K – – –
BPWA
50
Beacon Pointe Wealth Advisors
California
$348K – – –
1
2
3 4 5

EIM Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2019, worth a combined $298M — down 7.4% from $322M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EIM positions and 13 closed out — a net gain of 3 holders — while 27 added to existing stakes and 42 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $1.97M. The largest seller was Karpus Investment Management, cutting an estimated $20.3M.

  • 115 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $298M of Eaton Vance Municipal Bond Fund stock for Q4 2019, down 7.4% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2019 and 13 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2019 was Merit Financial Group, an estimated $1.97M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2019 was Karpus Investment Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2019.