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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
AWM
76
AE Wealth Management
Kansas
$196K +$192K +15,415 New
SPIA
77
Steward Partners Investment Advisory
New York
$195K +$39.7K +3,195 +26%
TJHA
78
Thomas J. Herzfeld Advisors
Florida
$179K -$3.31K -266 -2%
FAAS
79
First Allied Advisory Services
California
$177K +$1.85K +149 +1%
LNWWM
80
Laird Norton Wetherby Wealth Management
California
$175K -$7.32K -588 -4%
HJGA
81
Hardman Johnston Global Advisors
Connecticut
$167K – – –
UCFA
82
United Capital Financial Advisors
Texas
$163K – – –
RIA
83
Realta Investment Advisors
Delaware
$160K – – –
AllianceBernstein
84
AllianceBernstein
Tennessee
$152K – – –
AF
85
Advisornet Financial
Minnesota
$150K -$64.4K -5,180 -31%
SCA
86
SMH Capital Advisors
Texas
$149K +$908 +73 +0.6%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$142K -$10.9K -878 -7%
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$138K – – –
PAG
89
Private Advisor Group
New Jersey
$93K +$91.1K +7,323 New
RBC
90
Roble Belko & Company
Pennsylvania
$79K -$53.5K -4,302 -41%
GWM
91
Geneos Wealth Management
Colorado
$79K – – –
HPC
92
HM Payson & Co
Maine
$67K – – –
US Bancorp
93
US Bancorp
Minnesota
$64K +$1.49K +120 +2%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$60K – – –
CFGS
95
Concourse Financial Group Securities
Alabama
$51K +$2.66K +214 +6%
CFB
96
Cullen/Frost Bankers
Texas
$51K +$49.8K +4,000 New
NSIM
97
North Star Investment Management
Illinois
$36K – – –
WT
98
Washington Trust
Rhode Island
$24K -$26.1K -2,100 -53%
CHA
99
Carmichael Hill & Associates
Maryland
$22K – – –
FWM
100
FSA Wealth Management
Massachusetts
$22K – – –
2 3
4
5 6

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.