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EIM

Eaton Vance Municipal Bond Fund

99 hedge funds and large institutions have $258M invested in Eaton Vance Municipal Bond Fund in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

15% more funds holding

Funds holding: 8699 (+13)

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $227M → $258M (+$31.5M)

3.01% more ownership

Funds ownership: 28.71%31.73% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
31
Reduced
27
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
$94.6M +$4.58M +412,042 +5%
Wells Fargo
2
Wells Fargo
California
$32.8M +$4.07M +365,514 +14%
PPA
3
Parametric Portfolio Associates
Washington
$14.4M -$1.43M -128,885 -9%
BI
4
Bramshill Investments
Florida
$13.5M +$8.82M +792,633 +198%
1CP
5
1607 Capital Partners
Virginia
$12.1M +$3.2M +287,958 +37%
RCM
6
Robinson Capital Management
Michigan
$9.64M +$2.34M +210,396 +33%
RVPG
7
Relative Value Partners Group
$7.73M +$7.62M +684,895 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$7.3M +$1.38M +123,721 +24%
SIA
9
Sit Investment Associates
Minnesota
$4.78M +$4.71M +423,520 New
DWM
10
Dakota Wealth Management
Florida
$3.86M +$115K +10,374 +3%
GC
11
Guggenheim Capital
Illinois
$3.84M -$723K -65,005 -16%
Morgan Stanley
12
Morgan Stanley
New York
$3.71M +$491K +44,189 +16%
RCM
13
Rivernorth Capital Management
Florida
$3.29M +$3.28M +294,695 New
VanEck Associates
14
VanEck Associates
New York
$3.07M +$132K +11,901 +5%
RJA
15
Raymond James & Associates
Florida
$2.82M +$429K +38,580 +18%
JWA
16
JFS Wealth Advisors
Pennsylvania
$2.32M +$26.6K +2,391 +1%
AAM
17
Advisors Asset Management
Colorado
$2.25M -$365K -32,790 -14%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2M +$1.41M +127,084 +254%
IWM
19
IHT Wealth Management
Illinois
$1.97M +$1.94M +174,533 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.64M -$94.1K -8,464 -6%
Ameriprise
21
Ameriprise
Minnesota
$1.59M +$224K +20,124 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.52M +$104K +9,366 +7%
WAM
23
Wakefield Asset Management
Colorado
$1.51M +$144K +12,929 +11%
Stifel Financial
24
Stifel Financial
Missouri
$1.5M -$256K -22,989 -15%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$1.47M

EIM Hedge Fund Activity: Q4 2018 in Review

99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2018, worth a combined $258M — up 14% from $227M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIM positions and 10 closed out — a net gain of 13 holders — while 31 added to existing stakes and 27 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.82M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $7.5M sold.

  • 99 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2018, up from 86 in Q3 2018.
  • Funds reported $258M of Eaton Vance Municipal Bond Fund stock for Q4 2018, up 14% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2018 and 10 closed out, a net change of +13 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2018 was Bramshill Investments, an estimated $8.82M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2018 was Fiera Capital (Canada), an estimated $7.5M sold.

Based on aggregated 13F filings for Q4 2018.