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EIM

Eaton Vance Municipal Bond Fund

86 hedge funds and large institutions have $227M invested in Eaton Vance Municipal Bond Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

8% more capital invested

Capital invested by funds: $210M → $227M (+$16.7M)

2.76% more ownership

Funds ownership: 25.96%28.71% (+2.8%)

2% more funds holding

Funds holding: 8486 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
86
Holders Change
+2
Holders Change %
+2.38%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
31
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$91.8M +$38.1K +3,245 +0%
Wells Fargo
2
Wells Fargo
California
$29.3M +$9.1M +774,549 +44%
PPA
3
Parametric Portfolio Associates
Washington
$16.2M +$2.72M +231,340 +20%
1CP
4
1607 Capital Partners
Virginia
$8.99M +$405K +34,500 +5%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$7.5M +$1.9M +161,745 +33%
RCM
6
Robinson Capital Management
Michigan
$7.42M -$4.06M -345,549 -35%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$6.03M -$11.7K -1,000 -0.2%
GC
8
Guggenheim Capital
Illinois
$4.67M +$280K +23,845 +6%
BI
9
Bramshill Investments
Florida
$4.62M +$4.71M +400,678 New
DWM
10
Dakota Wealth Management
Florida
$3.8M +$3.87M +329,640 New
Morgan Stanley
11
Morgan Stanley
New York
$3.28M +$96.5K +8,216 +3%
VanEck Associates
12
VanEck Associates
New York
$3M +$288K +24,479 +10%
UBS Group
13
UBS Group
Switzerland
$2.98M +$384K +32,658 +14%
AAM
14
Advisors Asset Management
Colorado
$2.67M -$543K -46,200 -17%
RJA
15
Raymond James & Associates
Florida
$2.43M -$525K -44,735 -17%
JWA
16
JFS Wealth Advisors
Pennsylvania
$2.34M +$40.2K +3,419 +2%
Stifel Financial
17
Stifel Financial
Missouri
$1.79M -$2.49K -212 -0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.77M +$75.3K +6,410 +4%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$1.5M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.44M -$151K -12,882 -9%
GAMC
21
Garner Asset Management Corp
Texas
$1.42M +$13.5K +1,150 +0.9%
Ameriprise
22
Ameriprise
Minnesota
$1.41M +$253K +21,520 +21%
WAM
23
Wakefield Asset Management
Colorado
$1.4M +$1.42M +121,182 New
DLG
24
Daniel L. Goodwin
$1.03M
VCM
25
Vivaldi Capital Management
Illinois
$979K +$73.7K +6,271 +8%

EIM Hedge Fund Activity: Q3 2018 in Review

86 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2018, worth a combined $227M — up 8% from $210M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EIM positions and 10 closed out — a net gain of 2 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.1M. The largest seller was Robinson Capital Management, cutting an estimated $4.06M.

  • 86 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2018, up from 84 in Q2 2018.
  • Funds reported $227M of Eaton Vance Municipal Bond Fund stock for Q3 2018, up 8% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2018 and 10 closed out, a net change of +2 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2018 was Wells Fargo, an estimated $9.1M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2018 was Robinson Capital Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2018.