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EIM

Eaton Vance Municipal Bond Fund

115 hedge funds and large institutions have $298M invested in Eaton Vance Municipal Bond Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more funds holding

Funds holding: 113115 (+2)

1.36% more ownership

Funds ownership: 29.2%30.56% (+1.4%)

7% less capital invested

Capital invested by funds: $322M → $298M (-$23.9M)

36% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 42

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
27
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$331K -$6.97K -542 -2%
Cohen & Steers
52
Cohen & Steers
New York
$327K -$63.5K -4,937 -16%
DAS
53
Dynamic Advisor Solutions
Arizona
$321K
Invesco
54
Invesco
Georgia
$316K +$316K +24,561 New
HighTower Advisors
55
HighTower Advisors
Illinois
$303K
AWS
56
AJ Wealth Strategies
New York
$295K +$295K +22,915 New
TAM
57
Todd Asset Management
Kentucky
$294K
HKAM
58
Horizon Kinetics Asset Management
New York
$292K
Citigroup
59
Citigroup
New York
$289K +$76K +5,910 +36%
Truist Financial
60
Truist Financial
North Carolina
$269K +$269K +20,914 New
Lido Advisors
61
Lido Advisors
California
$260K -$199K -15,457 -43%
LCM
62
Landscape Capital Management
New Jersey
$255K +$255K +19,826 New
CAN
63
Cetera Advisor Networks
California
$245K
GLA
64
Good Life Advisors
Pennsylvania
$245K
WANY
65
Wealthspire Advisors (New York)
New York
$238K
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$237K
WAAG
67
Wealth Alliance Advisory Group
Kansas
$232K
EW
68
Evoke Wealth
California
$232K -$16.2K -1,257 -7%
HIM
69
Hanlon Investment Management
New Jersey
$224K +$224K +17,390 New
FIA
70
FNY Investment Advisers
New York
$212K +$40.1K +3,121 +23%
CCP
71
Clough Capital Partners
Massachusetts
$194K -$29.9K -2,328 -13%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$185K -$14.8K -1,147 -7%
FAAS
73
First Allied Advisory Services
California
$181K -$37.8K -2,940 -17%
TJHA
74
Thomas J. Herzfeld Advisors
Florida
$170K -$56.8K -4,413 -25%
HJGA
75
Hardman Johnston Global Advisors
Connecticut
$169K

EIM Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2019, worth a combined $298M — down 7.4% from $322M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EIM positions and 13 closed out — a net gain of 3 holders — while 27 added to existing stakes and 42 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $1.97M. The largest seller was Karpus Investment Management, cutting an estimated $20.3M.

  • 115 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2019, up from 113 in Q3 2019.
  • Funds reported $298M of Eaton Vance Municipal Bond Fund stock for Q4 2019, down 7.4% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2019 and 13 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2019 was Merit Financial Group, an estimated $1.97M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2019 was Karpus Investment Management, an estimated $20.3M sold.

Based on aggregated 13F filings for Q4 2019.