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EIM

Eaton Vance Municipal Bond Fund
EIM

69 hedge funds and large institutions have $154M invested in Eaton Vance Municipal Bond Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

5% more capital invested

Capital invested by funds: $146M → $154M (+$7.64M)

5% more funds holding

Funds holding: 66 → 69 (+3)

0.77% more ownership

Funds ownership: 16.92% → 17.69% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
23
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$5.8M
2
PPA
Parametric Portfolio Associates
Washington
+$4.67M
3
RCM
Robinson Capital Management
Michigan
+$1.33M
4
Wells Fargo
Wells Fargo
California
+$813K
5
FFA
First Foundation Advisors
California
+$473K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$3.1M
2
RCM
Rivernorth Capital Management
Florida
-$2.49M
3
Invesco
Invesco
Georgia
-$1M
4
AAM
Advisors Asset Management
Colorado
-$590K
5
GC
Guggenheim Capital
Illinois
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
51
Millennium Management
New York
$165K +$167K +13,000 New
HK
52
Horizon Kinetics
New York
$155K – – –
AllianceBernstein
53
AllianceBernstein
Tennessee
$152K – – –
AG
54
Advisor Group
Arizona
$137K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$136K +$138K +10,761 New
PAS
56
Park Avenue Securities
New York
$133K +$135K +10,490 New
US Bancorp
57
US Bancorp
Minnesota
$101K – – –
IA
58
IFP Advisors
Florida
$86K +$38.7K +3,015 +80%
PCIG
59
Partners Capital Investment Group
Massachusetts
$84K +$1.03K +80 +1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$79K +$65.8K +5,123 +459%
MIM
61
Macroview Investment Management
Maryland
$59K -$25.7K -2,000 -30%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$49K -$5.65K -440 -10%
EWM
63
Evercore Wealth Management
New York
$41K – – –
MFW
64
Mosaic Family Wealth
Missouri
$30K – – –
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$28K -$132K -10,265 -82%
PFSC
66
Peoples Financial Services Corp
Pennsylvania
$21K – – –
SEI Investments
67
SEI Investments
Pennsylvania
$21K +$21.1K +1,640 New
CCM
68
Cribstone Capital Management
Maine
$9K – – –
MRCM
69
M&R Capital Management
New Jersey
$8K – – –
PA
70
Parallel Advisors
California
$3K +$3.15K +245 New
COLIM
71
City of London Investment Management
United Kingdom
– -$3.1M -244,901 Closed
RCM
72
Rivernorth Capital Management
Florida
– -$2.49M -196,503 Closed
SG Americas Securities
73
SG Americas Securities
New York
– -$326K -25,667 Closed
SPIA
74
Steward Partners Investment Advisory
New York
– -$11K -935 Closed
MA
75
MUFG Americas
New York
– -$5K -394 Closed
1 2
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EIM Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2017, worth a combined $154M — up 5.2% from $146M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EIM positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.8M. The largest seller was City of London Investment Management, exiting entirely with an estimated $3.1M sold.

  • 69 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2017, up from 66 in Q2 2017.
  • Funds reported $154M of Eaton Vance Municipal Bond Fund stock for Q3 2017, up 5.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2017 and 5 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2017 was Karpus Investment Management, an estimated $5.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2017 was City of London Investment Management, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2017.