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EIM

Eaton Vance Municipal Bond Fund

80 hedge funds and large institutions have $182M invested in Eaton Vance Municipal Bond Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $166M → $182M (+$16M)

3.13% more ownership

Funds ownership: 19.4%22.53% (+3.1%)

0% more funds holding

Funds holding: 8080 (0)

Holders
80
Holders Change
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
28
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$231K +$235K +19,546 New
CIA
52
Capital Investment Advisors
Georgia
$220K +$68.2K +5,665 +44%
RBC
53
Roble Belko & Company
Pennsylvania
$219K -$97.3K -8,090 -30%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$216K +$44.6K +3,709 +25%
WAAG
55
Wealth Alliance Advisory Group
Kansas
$213K +$12.6K +1,050 +6%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$213K +$217K +18,000 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$199K +$28.6K +2,379 +16%
Creative Planning
58
Creative Planning
Kansas
$154K
DWM
59
Dakota Wealth Management
Florida
$150K +$153K +12,693 New
HK
60
Horizon Kinetics
New York
$145K
AllianceBernstein
61
AllianceBernstein
Tennessee
$141K
Millennium Management
62
Millennium Management
New York
$131K -$13.6K -1,128 -9%
SEI Investments
63
SEI Investments
Pennsylvania
$124K +$80.9K +6,721 +179%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$113K +$115K +9,521 New
AG
65
Advisor Group
Arizona
$96K -$40.5K -3,369 -29%
US Bancorp
66
US Bancorp
Minnesota
$95K
PCIG
67
Partners Capital Investment Group
Massachusetts
$81K +$1.36K +113 +2%
MOS
68
MGO One Seven
Ohio
$65K -$2.03K -169 -3%
NSIM
69
North Star Investment Management
Illinois
$46K
SWP
70
Stratos Wealth Partners
Ohio
$39K
S
71
SignatureFD
Georgia
$33K +$33.7K +2,800 New
MFW
72
Mosaic Family Wealth
Missouri
$28K
TFS
73
TrustCore Financial Services
Tennessee
$26K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$23K -$6.02K -500 -20%
IA
75
IFP Advisors
Florida
$20K

EIM Hedge Fund Activity: Q1 2018 in Review

80 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2018, worth a combined $182M — up 9.6% from $166M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EIM positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $15.8M. The largest seller was UBS Group, cutting an estimated $1.23M.

  • 80 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $182M of Eaton Vance Municipal Bond Fund stock for Q1 2018, up 9.6% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2018 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $15.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2018 was UBS Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2018.