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EIM

Eaton Vance Municipal Bond Fund
EIM

99 hedge funds and large institutions have $258M invested in Eaton Vance Municipal Bond Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

15% more funds holding

Funds holding: 86 → 99 (+13)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $227M → $258M (+$31.5M)

3.01% more ownership

Funds ownership: 28.71% → 31.73% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
31
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$8.82M
2
RVPG
Relative Value Partners Group
+$7.62M
3
SIA
Sit Investment Associates
Minnesota
+$4.71M
4
KIM
Karpus Investment Management
New York
+$4.58M
5
Wells Fargo
Wells Fargo
California
+$4.07M

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$7.5M
2
UBS Group
UBS Group
Switzerland
-$1.63M
3
PPA
Parametric Portfolio Associates
Washington
-$1.43M
4
MFW
Meristem Family Wealth
Minnesota
-$749K
5
GC
Guggenheim Capital
Illinois
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$135K – – –
US Bancorp
77
US Bancorp
Minnesota
$113K -$22.8K -2,050 -17%
ASN
78
Advisory Services Network
Georgia
$91K -$34.3K -3,088 -28%
QCIG
79
Quad-Cities Investment Group
Iowa
$85K +$801 +72 +1%
PCIG
80
Partners Capital Investment Group
Massachusetts
$80K +$923 +83 +1%
NSIM
81
North Star Investment Management
Illinois
$43K – – –
MOS
82
MGO One Seven
Ohio
$39K +$38.8K +3,489 New
DWM
83
Doyle Wealth Management
Florida
$33K +$32.7K +2,938 New
TFS
84
TrustCore Financial Services
Tennessee
$25K – – –
PFSC
85
Peoples Financial Services Corp
Pennsylvania
$19K – – –
SWM
86
SeaCrest Wealth Management
New York
$18K – – –
MFW
87
Mosaic Family Wealth
Missouri
$15K – – –
CA
88
Claro Advisors
Massachusetts
$14K +$13.3K +1,200 New
MFBTD
89
MB Financial Bank - Trust Department
Illinois
$13K +$12.4K +1,116 New
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$11K – – –
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$11K +$11.1K +1,000 New
RFC
92
Regions Financial Corp
Alabama
$9K – – –
MIM
93
Macroview Investment Management
Maryland
$7K – – –
FCA
94
FinTrust Capital Advisors
South Carolina
$6K +$5.95K +535 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$5K -$14.8K -1,335 -76%
IA
96
IFP Advisors
Florida
$5K -$13.2K -1,184 -72%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$5K +$67 +6 +1%
PA
98
Parallel Advisors
California
$2K – – –
JCM
99
Jacobi Capital Management
Pennsylvania
$2K +$1.96K +176 New
Fiera Capital (Canada)
100
Fiera Capital (Canada)
Quebec, Canada
– -$7.5M -650,216 Closed
1 2 3
4
5

EIM Hedge Fund Activity: Q4 2018 in Review

99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2018, worth a combined $258M — up 14% from $227M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIM positions and 10 closed out — a net gain of 13 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.82M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $7.5M sold.

  • 99 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2018, up from 86 in Q3 2018.
  • Funds reported $258M of Eaton Vance Municipal Bond Fund stock for Q4 2018, up 14% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2018 and 10 closed out, a net change of +13 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2018 was Bramshill Investments, an estimated $8.82M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2018 was Fiera Capital (Canada), an estimated $7.5M sold.

Based on aggregated 13F filings for Q4 2018.