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EIM

Eaton Vance Municipal Bond Fund
EIM

69 hedge funds and large institutions have $114M invested in Eaton Vance Municipal Bond Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

6% more funds holding

Funds holding: 65 → 69 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.79% less ownership

Funds ownership: 13.08% → 12.3% (-0.79%)

10% less capital invested

Capital invested by funds: $126M → $114M (-$12.3M)

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
28
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$722K
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$616K
3
RJA
Raymond James & Associates
Florida
+$511K
4
CRC
Curi RMB Capital
Illinois
+$505K
5
VanEck Associates
VanEck Associates
New York
+$410K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$4.73M
2
KIM
Karpus Investment Management
New York
-$4.59M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$882K
4
GC
Guggenheim Capital
Illinois
-$716K
5
Deutsche Bank
Deutsche Bank
Germany
-$631K
Name Holding Trade Value Shares
Change 		Change in
Stake
HK
51
Horizon Kinetics
New York
$169K – – –
VKH
52
Virtu KCG Holdings
New York
$164K +$167K +12,014 New
Cohen & Steers
53
Cohen & Steers
New York
$160K – – –
HCM
54
Hollencrest Capital Management
California
$156K – – –
BC
55
Burney Company
Virginia
$149K +$152K +10,900 New
BCP
56
Berkeley Capital Partners
Georgia
$145K – – –
AG
57
Advisor Group
Arizona
$142K -$21K -1,508 -13%
CWM
58
Concert Wealth Management
California
$141K +$143K +10,265 New
IA
59
IFP Advisors
Florida
$96K +$250 +18 +0.3%
PCIG
60
Partners Capital Investment Group
Massachusetts
$86K +$1.08K +78 +1%
EWM
61
Evercore Wealth Management
New York
$44K – – –
NFG
62
Next Financial Group
Texas
$39K +$487 +35 +1%
WAM
63
Wolverine Asset Management
Illinois
$34K +$35.7K +2,565 New
MFW
64
Mosaic Family Wealth
Missouri
$32K – – –
SNT
65
Security National Trust
West Virginia
$31K – – –
HI
66
Hudock Inc
Pennsylvania
$25K +$320 +23 +1%
CCM
67
Cribstone Capital Management
Maine
$25K +$5.56K +400 +27%
MRCM
68
M&R Capital Management
New Jersey
$9K – – –
DADC
69
D.A. Davidson & Co
Montana
$8K – – –
Deutsche Bank
70
Deutsche Bank
Germany
– -$631K -44,600 Closed
LNWWM
71
Laird Norton Wetherby Wealth Management
California
– -$173K -12,229 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -460 Closed
1 2
3

EIM Hedge Fund Activity: Q3 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2016, worth a combined $114M — down 9.8% from $126M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EIM positions and 3 closed out — a net gain of 5 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $722K. The largest seller was Oxbow Advisors, cutting an estimated $4.73M.

  • 69 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2016, up from 65 in Q2 2016.
  • Funds reported $114M of Eaton Vance Municipal Bond Fund stock for Q3 2016, down 9.8% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2016 and 3 closed out, a net change of +5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2016 was UBS Group, an estimated $722K added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2016 was Oxbow Advisors, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2016.