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EIM

Eaton Vance Municipal Bond Fund

112 hedge funds and large institutions have $392M invested in Eaton Vance Municipal Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 6 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

817% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 6

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

52% more capital invested

Capital invested by funds: $258M → $392M (+$134M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more funds holding

Funds holding: 99112 (+13)

3.52% more ownership

Funds ownership: 31.73%35.25% (+3.5%)

Holders
112
Holders Change
+13
Holders Change %
+13.13%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
30
Increased
55
Reduced
6
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$139M +$34.1M +2,900,561 +35%
Wells Fargo
2
Wells Fargo
California
$36.1M +$117K +9,975 +0.3%
BI
3
Bramshill Investments
Florida
$22.1M +$6.89M +585,737 +49%
PPA
4
Parametric Portfolio Associates
Washington
$21.8M +$5.73M +486,518 +38%
1CP
5
1607 Capital Partners
Virginia
$16.1M +$2.73M +232,273 +22%
JP Morgan Chase
6
JP Morgan Chase
New York
$14.9M +$14.2M +1,202,500 New
RCM
7
Robinson Capital Management
Michigan
$11.4M +$739K +62,768 +7%
RVPG
8
Relative Value Partners Group
$11M +$2.42M +205,830 +30%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$9.03M +$959K +81,438 +13%
RCM
10
Rivernorth Capital Management
Florida
$8.71M +$4.8M +408,124 +138%
SIA
11
Sit Investment Associates
Minnesota
$8.02M +$2.63M +223,217 +53%
IA
12
Icon Advisers
Colorado
$7.11M +$6.75M +573,545 New
GC
13
Guggenheim Capital
Illinois
$6.29M +$1.98M +167,875 +49%
DWM
14
Dakota Wealth Management
Florida
$5.02M +$764K +64,889 +19%
VanEck Associates
15
VanEck Associates
New York
$5M +$1.55M +131,948 +49%
Morgan Stanley
16
Morgan Stanley
New York
$4.21M +$130K +11,037 +3%
AAM
17
Advisors Asset Management
Colorado
$4.02M +$1.48M +125,608 +63%
OA
18
Oxbow Advisors
Texas
$4.01M +$3.8M +323,175 New
RJA
19
Raymond James & Associates
Florida
$3.44M +$325K +27,603 +11%
VCM
20
Vivaldi Capital Management
Illinois
$3.3M +$1.94M +164,805 +163%
PWP
21
Private Wealth Partners
California
$2.58M +$2.45M +208,060 New
JWA
22
JFS Wealth Advisors
Pennsylvania
$2.57M +$27K +2,290 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.48M +$769K +65,307 +49%
Stifel Financial
24
Stifel Financial
Missouri
$2.29M +$618K +52,464 +40%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.22M +$400K +33,985 +23%

EIM Hedge Fund Activity: Q1 2019 in Review

112 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2019, worth a combined $392M — up 52% from $258M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EIM positions and 16 closed out — a net gain of 14 holders — while 55 added to existing stakes and 6 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $34.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2M sold.

  • 112 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2019, up from 99 in Q4 2018.
  • Funds reported $392M of Eaton Vance Municipal Bond Fund stock for Q1 2019, up 52% quarter-over-quarter.
  • 30 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2019 and 16 closed out, a net change of +14 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2019 was Karpus Investment Management, an estimated $34.1M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2019 was Susquehanna International Group, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2019.