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EIM

Eaton Vance Municipal Bond Fund
EIM

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: 113 → 115 (+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: 2 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$1.97M
2
UBS Group
UBS Group
Switzerland
+$1.1M
3
ACA
Ackerman Capital Advisors
Texas
+$612K
4
ECM
ExodusPoint Capital Management
New York
+$482K
5
FFA
First Foundation Advisors
California
+$376K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$20.3M
2
Wells Fargo
Wells Fargo
California
-$3.31M
3
SIA
Sit Investment Associates
Minnesota
-$2.94M
4
RCM
Rivernorth Capital Management
Florida
-$2.29M
5
RVPG
Relative Value Partners Group
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$165K – – –
RIA
77
Realta Investment Advisors
Delaware
$160K – – –
RJT
78
Raymond James Trust
Florida
$157K +$12.9K +1,000 +9%
SPIA
79
Steward Partners Investment Advisory
New York
$156K +$129 +10 +0.1%
AllianceBernstein
80
AllianceBernstein
Tennessee
$154K – – –
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$154K +$514 +40 +0.3%
SCA
82
SMH Capital Advisors
Texas
$149K +$149K +11,588 New
Creative Planning
83
Creative Planning
Kansas
$147K -$18.6K -1,449 -11%
RPA
84
Rock Point Advisors
Vermont
$143K – – –
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$140K -$26.3K -2,043 -16%
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$140K -$12.9K -1,000 -8%
RBC
87
Roble Belko & Company
Pennsylvania
$136K – – –
PAG
88
Private Advisor Group
New Jersey
$134K -$1.6M -124,277 -92%
AG
89
Advisor Group
Arizona
$114K -$7.59K -590 -6%
WAM
90
Wolverine Asset Management
Illinois
$112K +$112K +8,711 New
FHA
91
First Horizon Advisors
Tennessee
$111K – – –
ASN
92
Advisory Services Network
Georgia
$105K +$13 +1 +0%
SFPG
93
Stonebridge Financial Planning Group
Florida
$101K +$101K +7,839 New
GWM
94
Geneos Wealth Management
Colorado
$84K -$3.02K -235 -3%
HPC
95
HM Payson & Co
Maine
$68K -$13.1K -1,020 -16%
SL
96
Salomon & Ludwin
Virginia
$60K – – –
US Bancorp
97
US Bancorp
Minnesota
$54K -$121K -9,431 -69%
AF
98
Advisornet Financial
Minnesota
$52K +$45K +3,500 +677%
CFGS
99
Concourse Financial Group Securities
Alabama
$49K +$4.24K +330 +9%
NSIM
100
North Star Investment Management
Illinois
$36K – – –
2 3
4
5 6

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.