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EIM

Eaton Vance Municipal Bond Fund

112 hedge funds and large institutions have $392M invested in Eaton Vance Municipal Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 6 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

817% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 6

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

52% more capital invested

Capital invested by funds: $258M → $392M (+$134M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more funds holding

Funds holding: 99112 (+13)

3.52% more ownership

Funds ownership: 31.73%35.25% (+3.5%)

Holders
112
Holders Change
+13
Holders Change %
+13.13%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
30
Increased
55
Reduced
6
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$196K +$186K +15,836 New
RPA
77
Rock Point Advisors
Vermont
$191K +$26.9K +2,285 +17%
MC
78
Matisse Capital
Oregon
$184K +$29.8K +2,530 +21%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$180K +$23.9K +2,027 +16%
Citadel Advisors
80
Citadel Advisors
Florida
$180K +$171K +14,489 New
MPI
81
Mairs & Power Inc
Minnesota
$174K
HJGA
82
Hardman Johnston Global Advisors
Connecticut
$163K +$154K +13,123 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$148K
MAFM
84
Mid Atlantic Financial Management
Pennsylvania
$135K +$128K +10,898 New
Creative Planning
85
Creative Planning
Kansas
$132K +$125K +10,640 New
SPIA
86
Steward Partners Investment Advisory
New York
$132K +$125K +10,656 New
CP
87
Camelot Portfolios
Ohio
$125K +$119K +10,076 New
AG
88
Advisor Group
Arizona
$118K -$73.2K -6,216 -40%
ASN
89
Advisory Services Network
Georgia
$100K +$247 +21 +0.3%
GWM
90
Geneos Wealth Management
Colorado
$91K +$86.8K +7,371 New
SL
91
Salomon & Ludwin
Virginia
$82K +$77.6K +6,590 New
QCIG
92
Quad-Cities Investment Group
Iowa
$78K -$14.5K -1,229 -16%
FIA
93
FNY Investment Advisers
New York
$75K +$71.3K +6,053 New
AIC
94
Ameritas Investment Company
Nebraska
$49K +$46.6K +3,956 New
NSIM
95
North Star Investment Management
Illinois
$48K
TFS
96
TrustCore Financial Services
Tennessee
$27K
CFGS
97
Concourse Financial Group Securities
Alabama
$23K +$22.5K +1,909 New
PFSC
98
Peoples Financial Services Corp
Pennsylvania
$21K
SWM
99
SeaCrest Wealth Management
New York
$19K
MFW
100
Mosaic Family Wealth
Missouri
$17K

EIM Hedge Fund Activity: Q1 2019 in Review

112 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2019, worth a combined $392M — up 52% from $258M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EIM positions and 16 closed out — a net gain of 14 holders — while 55 added to existing stakes and 6 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $34.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2M sold.

  • 112 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2019, up from 99 in Q4 2018.
  • Funds reported $392M of Eaton Vance Municipal Bond Fund stock for Q1 2019, up 52% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2019 and 16 closed out, a net change of +14 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2019 was Karpus Investment Management, an estimated $34.1M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2019 was Susquehanna International Group, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2019.