Eaton Vance Municipal Bond Fund
EIM
80 hedge funds and large institutions have $166M invested in Eaton Vance Municipal Bond Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
82% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 17
16% more funds holding
Funds holding: 69 → 80 (+11)
8% more capital invested
Capital invested by funds: $154M → $166M (+$12.4M)
1.7% more ownership
Funds ownership: 17.69% → 19.4% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$11.1M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.18M |
| 3 |
Morgan Stanley
New York
|
+$411K |
| 4 |
FC
FCA Corp
Houston,
Texas
|
+$394K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$390K |
Top Sellers
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.78M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.29M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$439K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$244K |
| 5 |
TSS
Two Sigma Securities
New York
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
76
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $28K | +$353 | +28 | +1% |
|
|
TFS
77
TrustCore Financial Services
Brentwood,
Tennessee
| $28K | +$27.7K | +2,199 | New |
|
|
PFSC
78
Peoples Financial Services Corp
Dunmore,
Pennsylvania
| $21K | – | – | – |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $20K | -$65.5K | -5,197 | -77% |
|
|
RFC
80
Regions Financial Corp
Birmingham,
Alabama
| $19K | +$19.1K | +1,515 | New |
|
|
PA
81
Parallel Advisors
San Francisco,
California
| $3K | – | – | – |
|
|
TSS
82
Two Sigma Securities
New York
| – | -$237K | -18,720 | Closed |
|
83
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$79K | -6,239 | Closed |
|
|
CCM
84
Cribstone Capital Management
Augusta,
Maine
| – | -$9K | -700 | Closed |
|
|
MRCM
85
M&R Capital Management
Summit,
New Jersey
| – | -$8K | -700 | Closed |
|
EIM Hedge Fund Activity: Q4 2017 in Review
80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2017, worth a combined $166M — up 8.1% from $154M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EIM positions and 4 closed out — a net gain of 11 holders — while 31 added to existing stakes and 17 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $11.1M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.
- 80 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2017, up from 69 in Q3 2017.
- Funds reported $166M of Eaton Vance Municipal Bond Fund stock for Q4 2017, up 8.1% quarter-over-quarter.
- 15 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2017 and 4 closed out, a net change of +11 holders.
- The largest Eaton Vance Municipal Bond Fund buyer in Q4 2017 was Karpus Investment Management, an estimated $11.1M added.
- The largest Eaton Vance Municipal Bond Fund seller in Q4 2017 was Guggenheim Capital, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2017.