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EIM

Eaton Vance Municipal Bond Fund

84 hedge funds and large institutions have $210M invested in Eaton Vance Municipal Bond Fund in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

15% more capital invested

Capital invested by funds: $182M → $210M (+$27.4M)

5% more funds holding

Funds holding: 8084 (+4)

3.43% more ownership

Funds ownership: 22.53%25.96% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
31
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$93.9M +$16.6M +1,411,243 +22%
Wells Fargo
2
Wells Fargo
California
$20.8M +$6.81M +577,175 +49%
PPA
3
Parametric Portfolio Associates
Washington
$13.8M +$729K +61,802 +6%
RCM
4
Robinson Capital Management
Michigan
$11.7M +$2.47M +209,668 +27%
1CP
5
1607 Capital Partners
Virginia
$8.8M -$408K -34,600 -4%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$6.19M +$1.06M +89,984 +21%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$5.77M +$1.72M +145,511 +42%
GC
8
Guggenheim Capital
Illinois
$4.5M +$763K +64,687 +20%
AAM
9
Advisors Asset Management
Colorado
$3.28M -$1.11M -94,371 -25%
Morgan Stanley
10
Morgan Stanley
New York
$3.26M -$68.2K -5,786 -2%
RJA
11
Raymond James & Associates
Florida
$3.02M +$252K +21,327 +9%
VanEck Associates
12
VanEck Associates
New York
$2.78M +$369K +31,322 +15%
UBS Group
13
UBS Group
Switzerland
$2.67M -$1.04M -88,193 -28%
JWA
14
JFS Wealth Advisors
Pennsylvania
$2.35M +$28.4K +2,411 +1%
Stifel Financial
15
Stifel Financial
Missouri
$1.83M -$42.8K -3,632 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.74M -$24.5K -2,077 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.63M +$120K +10,171 +8%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$1.53M
GAMC
19
Garner Asset Management Corp
Texas
$1.44M -$57.8K -4,900 -4%
Ameriprise
20
Ameriprise
Minnesota
$1.19M +$63.7K +5,405 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.18M +$165K +13,987 +16%
DLG
22
Daniel L. Goodwin
$1.05M
ECM
23
Evergreen Capital Management
Washington
$966K
6M
24
6 Meridian
Kansas
$934K -$51.6K -4,379 -5%
VCM
25
Vivaldi Capital Management
Illinois
$928K +$32.9K +2,791 +4%

EIM Hedge Fund Activity: Q2 2018 in Review

84 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2018, worth a combined $210M — up 15% from $182M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EIM positions and 5 closed out — a net gain of 6 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $16.6M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $1.57M sold.

  • 84 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2018, up from 80 in Q1 2018.
  • Funds reported $210M of Eaton Vance Municipal Bond Fund stock for Q2 2018, up 15% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2018 and 5 closed out, a net change of +6 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $16.6M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2018 was Sit Investment Associates, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2018.