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EIM

Eaton Vance Municipal Bond Fund

80 hedge funds and large institutions have $166M invested in Eaton Vance Municipal Bond Fund in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

16% more funds holding

Funds holding: 6980 (+11)

8% more capital invested

Capital invested by funds: $154M → $166M (+$12.4M)

1.7% more ownership

Funds ownership: 17.69%19.4% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
31
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$65.5M +$11.1M +882,912 +20%
Wells Fargo
2
Wells Fargo
California
$14.1M +$75K +5,953 +0.5%
PPA
3
Parametric Portfolio Associates
Washington
$12.5M +$2.18M +172,758 +21%
1CP
4
1607 Capital Partners
Virginia
$9.78M +$168K +13,300 +2%
UBS Group
5
UBS Group
Switzerland
$5.21M +$169K +13,429 +3%
AAM
6
Advisors Asset Management
Colorado
$4.9M +$145K +11,533 +3%
RCM
7
Robinson Capital Management
Michigan
$4.49M +$144K +11,430 +3%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$4.27M +$73.3K +5,818 +2%
GC
9
Guggenheim Capital
Illinois
$3.65M -$1.78M -141,613 -33%
Morgan Stanley
10
Morgan Stanley
New York
$3.53M +$411K +32,651 +13%
RJA
11
Raymond James & Associates
Florida
$2.95M +$58.6K +4,652 +2%
VanEck Associates
12
VanEck Associates
New York
$2.62M +$127K +10,072 +5%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$2.58M +$50.1K +3,976 +2%
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.44M +$30.2K +2,396 +1%
Stifel Financial
15
Stifel Financial
Missouri
$1.93M -$130K -10,327 -6%
SIA
16
Sit Investment Associates
Minnesota
$1.66M +$233K +18,522 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.64M +$72.4K +5,747 +5%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$1.62M
GAMC
19
Garner Asset Management Corp
Texas
$1.41M +$13.9K +1,100 +1%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.35M +$103K +8,164 +8%
DLG
21
Daniel L. Goodwin
$1.12M
Ameriprise
22
Ameriprise
Minnesota
$1.06M +$390K +30,983 +57%
ECM
23
Evergreen Capital Management
Washington
$1.03M
FFA
24
First Foundation Advisors
California
$1.01M -$5.04K -400 -0.5%
6M
25
6 Meridian
Kansas
$854K +$860K +68,234 New

EIM Hedge Fund Activity: Q4 2017 in Review

80 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2017, worth a combined $166M — up 8.1% from $154M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EIM positions and 4 closed out — a net gain of 11 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.1M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 80 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $166M of Eaton Vance Municipal Bond Fund stock for Q4 2017, up 8.1% quarter-over-quarter.
  • 15 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2017 and 4 closed out, a net change of +11 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2017 was Karpus Investment Management, an estimated $11.1M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2017 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2017.