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EIM

Eaton Vance Municipal Bond Fund
EIM

80 hedge funds and large institutions have $166M invested in Eaton Vance Municipal Bond Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

16% more funds holding

Funds holding: 69 → 80 (+11)

8% more capital invested

Capital invested by funds: $154M → $166M (+$12.4M)

1.7% more ownership

Funds ownership: 17.69% → 19.4% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
31
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$11.1M
2
PPA
Parametric Portfolio Associates
Washington
+$2.18M
3
Morgan Stanley
Morgan Stanley
New York
+$411K
4
FC
FCA Corp
Texas
+$394K
5
Ameriprise
Ameriprise
Minnesota
+$390K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.78M
2
Invesco
Invesco
Georgia
-$1.29M
3
DA
Doliver Advisors
Texas
-$439K
4
Bank of America
Bank of America
North Carolina
-$244K
5
TSS
Two Sigma Securities
New York
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
51
Eagle Global Advisors
Texas
$245K +$12.6K +1,000 +5%
WAAG
52
Wealth Alliance Advisory Group
Kansas
$213K +$214K +17,000 New
PAS
53
Park Avenue Securities
New York
$184K +$52.8K +4,194 +40%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$183K +$16.5K +1,309 +10%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$181K -$52.9K -4,200 -22%
AA
56
AQR Arbitrage
Connecticut
$178K +$179K +14,234 New
COLIM
57
City of London Investment Management
United Kingdom
$166K +$167K +13,234 New
Creative Planning
58
Creative Planning
Kansas
$163K -$25.2K -2,000 -13%
CIA
59
Capital Investment Advisors
Georgia
$162K – – –
Millennium Management
60
Millennium Management
New York
$153K -$9.93K -788 -6%
HK
61
Horizon Kinetics
New York
$153K – – –
AllianceBernstein
62
AllianceBernstein
Tennessee
$150K – – –
Bank of New York Mellon
63
Bank of New York Mellon
New York
$148K +$149K +11,831 New
AG
64
Advisor Group
Arizona
$144K +$8.47K +672 +6%
US Bancorp
65
US Bancorp
Minnesota
$100K – – –
PCIG
66
Partners Capital Investment Group
Massachusetts
$84K +$693 +55 +0.8%
MOS
67
MGO One Seven
Ohio
$71K +$71.3K +5,661 New
MIM
68
Macroview Investment Management
Maryland
$58K – – –
NSIM
69
North Star Investment Management
Illinois
$48K +$48.5K +3,850 New
SEI Investments
70
SEI Investments
Pennsylvania
$47K +$26.7K +2,121 +129%
SWM
71
SeaCrest Wealth Management
New York
$44K +$44.8K +3,557 New
SWP
72
Stratos Wealth Partners
Ohio
$41K +$41.2K +3,267 New
EWM
73
Evercore Wealth Management
New York
$40K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$31K -$17.2K -1,368 -36%
MFW
75
Mosaic Family Wealth
Missouri
$29K – – –
1 2
3
4

EIM Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2017, worth a combined $166M — up 8.1% from $154M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EIM positions and 4 closed out — a net gain of 11 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.1M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 80 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $166M of Eaton Vance Municipal Bond Fund stock for Q4 2017, up 8.1% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2017 and 4 closed out, a net change of +11 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2017 was Karpus Investment Management, an estimated $11.1M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2017 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2017.