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EIM

Eaton Vance Municipal Bond Fund
EIM

84 hedge funds and large institutions have $210M invested in Eaton Vance Municipal Bond Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

15% more capital invested

Capital invested by funds: $182M → $210M (+$27.4M)

5% more funds holding

Funds holding: 80 → 84 (+4)

3.43% more ownership

Funds ownership: 22.53% → 25.96% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
31
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$16.6M
2
Wells Fargo
Wells Fargo
California
+$6.81M
3
RCM
Robinson Capital Management
Michigan
+$2.47M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.72M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.57M
2
AAM
Advisors Asset Management
Colorado
-$1.11M
3
UBS Group
UBS Group
Switzerland
-$1.04M
4
1CP
1607 Capital Partners
Virginia
-$408K
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
51
Laird Norton Wetherby Wealth Management
California
$225K +$8.79K +745 +4%
RJT
52
Raymond James Trust
Florida
$223K -$23.6K -2,000 -10%
RBC
53
Roble Belko & Company
Pennsylvania
$218K – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$216K -$48.9K -4,144 -18%
WAAG
55
Wealth Alliance Advisory Group
Kansas
$213K – – –
DA
56
Doliver Advisors
Texas
$212K -$91.6K -7,765 -30%
PAG
57
Private Advisor Group
New Jersey
$203K +$203K +17,188 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$197K -$2.31K -196 -1%
Creative Planning
59
Creative Planning
Kansas
$157K +$3.94K +334 +3%
HK
60
Horizon Kinetics
New York
$145K – – –
AllianceBernstein
61
AllianceBernstein
Tennessee
$141K – – –
Millennium Management
62
Millennium Management
New York
$135K +$3.73K +316 +3%
SEI Investments
63
SEI Investments
Pennsylvania
$120K -$3.62K -307 -3%
ASN
64
Advisory Services Network
Georgia
$118K +$118K +10,001 New
AG
65
Advisor Group
Arizona
$111K +$15.3K +1,300 +16%
US Bancorp
66
US Bancorp
Minnesota
$95K – – –
QCIG
67
Quad-Cities Investment Group
Iowa
$93K +$92.4K +7,836 New
PCIG
68
Partners Capital Investment Group
Massachusetts
$82K +$991 +84 +1%
NSIM
69
North Star Investment Management
Illinois
$45K – – –
STA
70
Summit Trail Advisors
New York
$38K +$37.9K +3,213 New
S
71
SignatureFD
Georgia
$33K – – –
MFW
72
Mosaic Family Wealth
Missouri
$28K – – –
TFS
73
TrustCore Financial Services
Tennessee
$26K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$22K -$1.18K -100 -5%
PFSC
75
Peoples Financial Services Corp
Pennsylvania
$20K – – –
1 2
3
4

EIM Hedge Fund Activity: Q2 2018 in Review

84 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2018, worth a combined $210M — up 15% from $182M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EIM positions and 5 closed out — a net gain of 6 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.6M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $1.57M sold.

  • 84 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2018, up from 80 in Q1 2018.
  • Funds reported $210M of Eaton Vance Municipal Bond Fund stock for Q2 2018, up 15% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2018 and 5 closed out, a net change of +6 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $16.6M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2018 was Sit Investment Associates, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2018.