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EIM

Eaton Vance Municipal Bond Fund

65 hedge funds and large institutions have $126M invested in Eaton Vance Municipal Bond Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 6465 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.36% less ownership

Funds ownership: 15.44%13.08% (-2.4%)

10% less capital invested

Capital invested by funds: $141M → $126M (-$14.1M)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
26
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
51
Advisor Group
Arizona
$168K +$164K +11,906 New
Cohen & Steers
52
Cohen & Steers
New York
$166K -$1.53M -111,277 -90%
HCM
53
Hollencrest Capital Management
California
$162K
BCP
54
Berkeley Capital Partners
Georgia
$151K +$147K +10,656 New
IA
55
IFP Advisors
Florida
$100K +$96.7K +7,031 New
PCIG
56
Partners Capital Investment Group
Massachusetts
$89K +$31.8K +2,310 +59%
EWM
57
Evercore Wealth Management
New York
$46K
NFG
58
Next Financial Group
Texas
$39K -$231K -16,824 -86%
MFW
59
Mosaic Family Wealth
Missouri
$34K
SNT
60
Security National Trust
West Virginia
$32K -$13.8K -1,000 -31%
HI
61
Hudock Inc
Pennsylvania
$25K +$316 +23 +1%
CCM
62
Cribstone Capital Management
Maine
$21K +$20.6K +1,500 New
MRCM
63
M&R Capital Management
New Jersey
$9K +$9.63K +700 New
DADC
64
D.A. Davidson & Co
Montana
$8K +$8.25K +600 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$7K
OHA
66
Oak Hill Advisors
New York
-$6.2M -466,067 Closed
PPA
67
Parametric Portfolio Associates
Washington
-$5.34M -401,374 Closed
JMPWA
68
JP Morgan Private Wealth Advisors
California
-$239K -18,000 Closed
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
-$212K -15,922 Closed
CRC
70
Curi RMB Capital
Illinois
-$210K -15,754 Closed
WAM
71
Wolverine Asset Management
Illinois
-$158K -11,949 Closed
CB
72
Commerce Bank
Missouri
-$143K -10,729 Closed
AIG
73
American International Group
New York
-$125K -9,426 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$114K -8,560 Closed

EIM Hedge Fund Activity: Q2 2016 in Review

65 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2016, worth a combined $126M — down 10% from $141M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EIM positions and 9 closed out — a net gain of 1 holder — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.37M. The largest seller was Karpus Investment Management, cutting an estimated $11.1M.

  • 65 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2016, up from 64 in Q1 2016.
  • Funds reported $126M of Eaton Vance Municipal Bond Fund stock for Q2 2016, down 10% quarter-over-quarter.
  • 10 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2016 and 9 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2016 was Robinson Capital Management, an estimated $1.37M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2016 was Karpus Investment Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2016.