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EIM

Eaton Vance Municipal Bond Fund

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: 113115 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$32K +$31.9K +2,481 New
TFS
102
TrustCore Financial Services
Tennessee
$28K
FWM
103
FSA Wealth Management
Massachusetts
$23K +$22.7K +1,767 New
CHA
104
Carmichael Hill & Associates
Maryland
$22K +$22.3K +1,732 New
PFSC
105
Peoples Financial Services Corp
Pennsylvania
$21K
JP Morgan Chase
106
JP Morgan Chase
New York
$12K -$13.5K -1,046 -52%
MIM
107
Macroview Investment Management
Maryland
$8K
GWMIA
108
Global Wealth Management Investment Advisory
Florida
$8K +$7.82K +608 New
NFG
109
Next Financial Group
Texas
$7K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$6K
FCA
111
FinTrust Capital Advisors
South Carolina
$5K
PA
112
Parallel Advisors
California
$3K
CFFP
113
Center for Financial Planning
Michigan
$2K +$1.5K +117 New
LWM
114
Liberty Wealth Management
California
$1K
SIA
115
Sit Investment Associates
Minnesota
-$2.94M -226,534 Closed
6M
116
6 Meridian
Kansas
-$997K -76,913 Closed
AGM
117
Alpine Global Management
New York
-$868K -66,990 Closed
COLIM
118
City of London Investment Management
United Kingdom
-$565K -43,431 Closed
PCP
119
Proficio Capital Partners
Massachusetts
-$320K -24,669 Closed
CC
120
Centiva Capital
New York
-$244K -18,845 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-$232K -17,865 Closed
Jane Street
122
Jane Street
New York
-$172K -13,261 Closed
SFS
123
Sowell Financial Services
Arkansas
-$157K -12,139 Closed
MPI
124
Mairs & Power Inc
Minnesota
-$134K -10,316 Closed
QCIG
125
Quad-Cities Investment Group
Iowa
-$82K -6,406 Closed

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.