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EIM

Eaton Vance Municipal Bond Fund
EIM

111 hedge funds and large institutions have $326M invested in Eaton Vance Municipal Bond Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $308M → $326M (+$18.6M)

1.3% more ownership

Funds ownership: 32.56% → 33.87% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 121 → 111 (-10)

53% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 19

Holders
111
Holders Change
-10
Holders Change %
-8.26%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
36
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.61M
2
BI
Bramshill Investments
Florida
+$4.68M
3
RCM
Rivernorth Capital Management
Florida
+$3.56M
4
Nomura Holdings
Nomura Holdings
Japan
+$2.49M
5
Wells Fargo
Wells Fargo
California
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$3.12M
2
IWM
IHT Wealth Management
Illinois
-$1.34M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.28M
4
GC
Guggenheim Capital
Illinois
-$940K
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$418K +$26.3K +2,116 +7%
AA
52
AQR Arbitrage
Connecticut
$399K -$183K -14,740 -32%
ECM
53
Evergreen Capital Management
Washington
$398K – – –
JCM
54
Jacobi Capital Management
Pennsylvania
$384K – – –
PK
55
Pflug Koory
Nebraska
$360K – – –
BPA
56
Beacon Pointe Advisors
California
$343K – – –
First Trust Advisors
57
First Trust Advisors
Illinois
$325K -$2.81K -226 -0.9%
MIG
58
Mariner Investment Group
New York
$318K – – –
DAS
59
Dynamic Advisor Solutions
Arizona
$314K – – –
Truist Financial
60
Truist Financial
North Carolina
$293K -$11.2K -900 -4%
AWS
61
AJ Wealth Strategies
New York
$291K – – –
TAM
62
Todd Asset Management
Kentucky
$290K – – –
Citigroup
63
Citigroup
New York
$277K – – –
HKAM
64
Horizon Kinetics Asset Management
New York
$267K -$20.9K -1,681 -7%
Lido Advisors
65
Lido Advisors
California
$256K – – –
CAN
66
Cetera Advisor Networks
California
$243K +$137 +11 +0.1%
GLA
67
Good Life Advisors
Pennsylvania
$241K – – –
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$239K +$79.2K +6,364 +51%
WANY
69
Wealthspire Advisors (New York)
New York
$235K -$734K -59,030 -76%
HighTower Advisors
70
HighTower Advisors
Illinois
$234K -$18.6K -1,493 -7%
WAAG
71
Wealth Alliance Advisory Group
Kansas
$230K – – –
EW
72
Evoke Wealth
California
$229K – – –
HIM
73
Hanlon Investment Management
New Jersey
$221K – – –
IWA
74
IBEX Wealth Advisors
New Jersey
$216K +$211K +16,991 New
RJT
75
Raymond James Trust
Florida
$197K – – –
1 2
3
4 5

EIM Hedge Fund Activity: Q2 2020 in Review

111 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2020, worth a combined $326M — up 6% from $308M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of EIM and 9 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 36 added.

The largest buyer was Karpus Investment Management, adding an estimated $5.61M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $3.12M sold.

  • 111 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2020, down from 121 in Q1 2020.
  • Funds reported $326M of Eaton Vance Municipal Bond Fund stock for Q2 2020, up 6% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2020 and 19 closed out, a net change of -10 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2020 was Karpus Investment Management, an estimated $5.61M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2020 was Oxbow Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q2 2020.