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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
PFSC
101
Peoples Financial Services Corp
Pennsylvania
$21K – – –
SWA
102
Sutton Wealth Advisors
Florida
$20.4K – – –
GI
103
Gradient Investments
Minnesota
$10K +$9.74K +783 New
GWMIA
104
Global Wealth Management Investment Advisory
Florida
$8K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
PA
106
Parallel Advisors
California
$3K – – –
FCA
107
FinTrust Capital Advisors
South Carolina
$2K -$3.1K -249 -63%
Northern Trust
108
Northern Trust
Illinois
$2K +$187K +15,065 New
LWM
109
Liberty Wealth Management
California
$1K +$12 +1 +2%
WLPWM
110
Walled Lake Planning & Wealth Management
Illinois
$1K +$25 +2 +2%
AWM
111
Avior Wealth Management
Nebraska
$1K +$1.32K +106 New
OA
112
Oxbow Advisors
Texas
– -$3.12M -249,751 Closed
IWM
113
IHT Wealth Management
Illinois
– -$1.34M -107,502 Closed
6M
114
6 Meridian
Kansas
– -$150K -12,010 Closed
FIA
115
FNY Investment Advisers
New York
– -$142K -11,440 Closed
VFA
116
Valeo Financial Advisors
Indiana
– -$133K -10,687 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– -$128K -10,296 Closed
RPA
118
Rock Point Advisors
Vermont
– -$127K -10,174 Closed
ASN
119
Advisory Services Network
Georgia
– -$102K -8,185 Closed
SL
120
Salomon & Ludwin
Virginia
– -$58K -4,645 Closed
AIC
121
Ameritas Investment Company
Nebraska
– -$47K -3,956 Closed
GSWM
122
Golden State Wealth Management
California
– -$31K -2,519 Closed
TFS
123
TrustCore Financial Services
Tennessee
– -$27K -2,199 Closed
DWM
124
Darwin Wealth Management
Florida
– -$24K -1,980 Closed
PGAM
125
Princeton Global Asset Management
New Jersey
– -$12K -938 Closed
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.