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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
HK
51
Horizon Kinetics
New York
$156K – – –
AllianceBernstein
52
AllianceBernstein
Tennessee
$152K -$25.3K -2,000 -14%
AG
53
Advisor Group
Arizona
$137K +$7.19K +569 +6%
US Bancorp
54
US Bancorp
Minnesota
$101K – – –
MIM
55
Macroview Investment Management
Maryland
$85K -$52.5K -4,150 -38%
PCIG
56
Partners Capital Investment Group
Massachusetts
$83K +$1.05K +83 +1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$54K -$14.8K -1,169 -22%
IA
58
IFP Advisors
Florida
$48K +$240 +19 +0.5%
EWM
59
Evercore Wealth Management
New York
$41K – – –
MFW
60
Mosaic Family Wealth
Missouri
$30K – – –
PFSC
61
Peoples Financial Services Corp
Pennsylvania
$21K – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$14K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$11K – – –
CCM
64
Cribstone Capital Management
Maine
$9K -$19K -1,500 -68%
MRCM
65
M&R Capital Management
New Jersey
$9K – – –
MA
66
MUFG Americas
New York
$5K – – –
WFI
67
West Family Investments
California
– -$320K -25,500 Closed
BCP
68
Berkeley Capital Partners
Georgia
– -$134K -10,656 Closed
TSS
69
Two Sigma Securities
New York
– -$128K -10,195 Closed
PFO
70
Pathstone Family Office
New Jersey
– -$14K -1,153 Closed
DADC
71
D.A. Davidson & Co
Montana
– -$7K -600 Closed
SEI Investments
72
SEI Investments
Pennsylvania
– -$3K -233 Closed
AAP
73
Arax Advisory Partners
Colorado
– -$2K -217 Closed
CFD
74
Creative Financial Designs
Indiana
– -$3K -200 Closed
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.