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EIM

Eaton Vance Municipal Bond Fund
EIM

80 hedge funds and large institutions have $182M invested in Eaton Vance Municipal Bond Fund in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $166M → $182M (+$16M)

3.13% more ownership

Funds ownership: 19.4% → 22.53% (+3.1%)

0% more funds holding

Funds holding: 80 → 80 (0)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
28
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$15.8M
2
RCM
Robinson Capital Management
Michigan
+$5.06M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.65M
4
PPA
Parametric Portfolio Associates
Washington
+$1.29M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.12M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.23M
2
Invesco
Invesco
Georgia
-$729K
3
PAG
Private Advisor Group
New Jersey
-$584K
4
BF
BOK Financial
Oklahoma
-$263K
5
Squarepoint
Squarepoint
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$77.4M +$15.8M +1,311,092 +25%
Wells Fargo
2
Wells Fargo
California
$14M +$681K +56,583 +5%
PPA
3
Parametric Portfolio Associates
Washington
$13.1M +$1.29M +107,298 +11%
1CP
4
1607 Capital Partners
Virginia
$9.22M -$20.5K -1,700 -0.2%
RCM
5
Robinson Capital Management
Michigan
$9.2M +$5.06M +420,392 +117%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$5.13M +$1.12M +92,896 +27%
AAM
7
Advisors Asset Management
Colorado
$4.39M -$237K -19,699 -5%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$4.05M +$1.65M +137,089 +67%
GC
9
Guggenheim Capital
Illinois
$3.74M +$297K +24,675 +8%
UBS Group
10
UBS Group
Switzerland
$3.71M -$1.23M -102,577 -25%
Morgan Stanley
11
Morgan Stanley
New York
$3.33M -$4.26K -354 -0.1%
RJA
12
Raymond James & Associates
Florida
$2.77M -$17.8K -1,480 -0.6%
VanEck Associates
13
VanEck Associates
New York
$2.41M -$64.4K -5,353 -3%
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.33M +$26.8K +2,231 +1%
Stifel Financial
15
Stifel Financial
Missouri
$1.87M +$49K +4,075 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.77M +$497K +41,347 +38%
SIA
17
Sit Investment Associates
Minnesota
$1.57M – – –
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$1.54M – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.51M -$41.4K -3,442 -3%
GAMC
20
Garner Asset Management Corp
Texas
$1.5M +$172K +14,300 +13%
Ameriprise
21
Ameriprise
Minnesota
$1.13M +$122K +10,152 +12%
DLG
22
Daniel L. Goodwin
$1.05M – – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.01M +$734K +61,023 +245%
6M
24
6 Meridian
Kansas
$987K +$184K +15,271 +22%
ECM
25
Evergreen Capital Management
Washington
$974K – – –
1
2 3 4

EIM Hedge Fund Activity: Q1 2018 in Review

80 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2018, worth a combined $182M — up 9.6% from $166M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EIM positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $15.8M. The largest seller was UBS Group, cutting an estimated $1.23M.

  • 80 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $182M of Eaton Vance Municipal Bond Fund stock for Q1 2018, up 9.6% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2018 and 8 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2018 was Karpus Investment Management, an estimated $15.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2018 was UBS Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2018.