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EIM

Eaton Vance Municipal Bond Fund
EIM

112 hedge funds and large institutions have $392M invested in Eaton Vance Municipal Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 6 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

817% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 6

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

52% more capital invested

Capital invested by funds: $258M → $392M (+$134M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

13% more funds holding

Funds holding: 99 → 112 (+13)

3.52% more ownership

Funds ownership: 31.73% → 35.25% (+3.5%)

Holders
112
Holders Change
+13
Holders Change %
+13.13%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
30
Increased
55
Reduced
6
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$34.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$14.2M
3
BI
Bramshill Investments
Florida
+$6.89M
4
IA
Icon Advisers
Colorado
+$6.75M
5
PPA
Parametric Portfolio Associates
Washington
+$5.73M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2M
2
LCM
Landscape Capital Management
New Jersey
-$1.06M
3
AA
AQR Arbitrage
Connecticut
-$844K
4
G
GenTrust
Florida
-$793K
5
CRC
Curi RMB Capital
Illinois
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$450K +$133K +11,260 +45%
Lido Advisors
52
Lido Advisors
California
$441K +$46.9K +3,980 +13%
MC
53
Mathes Company
New York
$422K +$141K +12,000 +55%
AA
54
AQR Arbitrage
Connecticut
$403K -$844K -71,693 -69%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$387K +$47.1K +4,000 +15%
PK
56
Pflug Koory
Nebraska
$351K – – –
Jane Street
57
Jane Street
New York
$351K +$159K +13,526 +92%
BPWA
58
Beacon Pointe Wealth Advisors
California
$335K – – –
JCM
59
Jacobi Capital Management
Pennsylvania
$310K +$292K +24,836 +14,111%
DAS
60
Dynamic Advisor Solutions
Arizona
$309K +$63.4K +5,388 +28%
BFM
61
Boothbay Fund Management
New York
$309K +$294K +24,958 New
WANY
62
Wealthspire Advisors (New York)
New York
$304K – – –
RBC
63
Roble Belko & Company
Pennsylvania
$303K +$70K +5,949 +32%
TJHA
64
Thomas J. Herzfeld Advisors
Florida
$292K +$46.4K +3,945 +20%
TAM
65
Todd Asset Management
Kentucky
$283K +$116K +9,835 +76%
HKAM
66
Horizon Kinetics Asset Management
New York
$281K +$267K +22,641 New
FAAS
67
First Allied Advisory Services
California
$278K +$265K +22,493 New
BTS
68
BB&T Securities
Virginia
$260K +$2.6K +221 +1%
GLA
69
Good Life Advisors
Pennsylvania
$247K +$235K +19,928 New
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$228K – – –
WAAG
71
Wealth Alliance Advisory Group
Kansas
$226K – – –
US Bancorp
72
US Bancorp
Minnesota
$221K +$92.4K +7,852 +79%
YCM
73
Yakira Capital Management
Connecticut
$214K +$203K +17,274 New
CAN
74
Cetera Advisor Networks
California
$208K +$197K +16,764 New
Citigroup
75
Citigroup
New York
$205K – – –
1 2
3
4 5

EIM Hedge Fund Activity: Q1 2019 in Review

112 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2019, worth a combined $392M — up 52% from $258M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EIM positions and 16 closed out — a net gain of 14 holders — while 55 added to existing stakes and 6 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $34.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2M sold.

  • 112 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2019, up from 99 in Q4 2018.
  • Funds reported $392M of Eaton Vance Municipal Bond Fund stock for Q1 2019, up 52% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2019 and 16 closed out, a net change of +14 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2019 was Karpus Investment Management, an estimated $34.1M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2019 was Susquehanna International Group, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2019.