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EIM

Eaton Vance Municipal Bond Fund
EIM

113 hedge funds and large institutions have $322M invested in Eaton Vance Municipal Bond Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $300M → $322M (+$21.6M)

2% more funds holding

Funds holding: 111 → 113 (+2)

1.8% more ownership

Funds ownership: 27.4% → 29.2% (+1.8%)

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
37
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
+$12.6M
2
RCM
Rivernorth Capital Management
Florida
+$12.4M
3
KIM
Karpus Investment Management
New York
+$11.2M
4
RCM
Robinson Capital Management
Michigan
+$8.48M
5
FFA
First Foundation Advisors
California
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$15.4M
2
JP Morgan Chase
JP Morgan Chase
New York
-$11.4M
3
Wells Fargo
Wells Fargo
California
-$2.81M
4
SIA
Sit Investment Associates
Minnesota
-$1.34M
5
AAM
Advisors Asset Management
Colorado
-$644K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$363K – – –
BPWA
52
Beacon Pointe Wealth Advisors
California
$350K – – –
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$340K -$4.56K -356 -1%
DAS
54
Dynamic Advisor Solutions
Arizona
$323K – – –
PCP
55
Proficio Capital Partners
Massachusetts
$320K -$310K -24,239 -50%
HighTower Advisors
56
HighTower Advisors
Illinois
$304K -$114K -8,892 -27%
TAM
57
Todd Asset Management
Kentucky
$296K – – –
HKAM
58
Horizon Kinetics Asset Management
New York
$293K – – –
Baird Financial Group
59
Baird Financial Group
Wisconsin
$278K +$23.4K +1,830 +9%
BTS
60
BB&T Securities
Virginia
$270K – – –
EW
61
Evoke Wealth
California
$250K +$247K +19,257 New
CAN
62
Cetera Advisor Networks
California
$246K – – –
GLA
63
Good Life Advisors
Pennsylvania
$245K – – –
CC
64
Centiva Capital
New York
$244K -$82.3K -6,429 -25%
WANY
65
Wealthspire Advisors (New York)
New York
$240K -$34.2K -2,670 -13%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$238K – – –
WAAG
67
Wealth Alliance Advisory Group
Kansas
$232K – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$232K +$229K +17,865 New
TJHA
69
Thomas J. Herzfeld Advisors
Florida
$228K +$3.6K +281 +2%
CCP
70
Clough Capital Partners
Massachusetts
$225K – – –
FAAS
71
First Allied Advisory Services
California
$221K -$28.3K -2,207 -11%
Citigroup
72
Citigroup
New York
$214K -$371K -28,975 -64%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$201K +$13.4K +1,045 +7%
US Bancorp
74
US Bancorp
Minnesota
$176K – – –
Jane Street
75
Jane Street
New York
$172K -$170K -13,315 -50%
1 2
3
4 5

EIM Hedge Fund Activity: Q3 2019 in Review

113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2019, worth a combined $322M — up 7.2% from $300M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EIM positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Relative Value Partners Group, adding an estimated $12.6M. The largest seller was Bramshill Investments, exiting entirely with an estimated $15.4M sold.

  • 113 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2019, up from 111 in Q2 2019.
  • Funds reported $322M of Eaton Vance Municipal Bond Fund stock for Q3 2019, up 7.2% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2019 and 9 closed out, a net change of +2 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2019 was Relative Value Partners Group, an estimated $12.6M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2019 was Bramshill Investments, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2019.