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EIM

Eaton Vance Municipal Bond Fund

113 hedge funds and large institutions have $322M invested in Eaton Vance Municipal Bond Fund in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $300M → $322M (+$21.6M)

2% more funds holding

Funds holding: 111113 (+2)

1.8% more ownership

Funds ownership: 27.4%29.2% (+1.8%)

Holders
113
Holders Change
+2
Holders Change %
+1.8%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
37
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$134M +$11.2M +872,074 +9%
Wells Fargo
2
Wells Fargo
California
$26.9M -$2.81M -219,296 -10%
RVPG
3
Relative Value Partners Group
$21.6M +$12.6M +983,013 +144%
PPA
4
Parametric Portfolio Associates
Washington
$16.5M +$207K +16,156 +1%
1CP
5
1607 Capital Partners
Virginia
$14.3M +$720K +56,255 +5%
RCM
6
Robinson Capital Management
Michigan
$8.6M +$8.48M +662,159 New
DWM
7
Dakota Wealth Management
Florida
$5.48M +$869K +67,886 +19%
VanEck Associates
8
VanEck Associates
New York
$5.46M +$913K +71,352 +20%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$5.39M +$412K +32,180 +8%
GC
10
Guggenheim Capital
Illinois
$5.27M -$471K -36,797 -8%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$5.04M +$937K +73,230 +23%
Morgan Stanley
12
Morgan Stanley
New York
$4.29M +$279K +21,823 +7%
VCM
13
Vivaldi Capital Management
Illinois
$3.45M +$268K +20,915 +9%
OA
14
Oxbow Advisors
Texas
$3.31M +$182K +14,205 +6%
RJA
15
Raymond James & Associates
Florida
$3.16M -$151K -11,766 -5%
SIA
16
Sit Investment Associates
Minnesota
$2.94M -$1.34M -104,823 -32%
AAM
17
Advisors Asset Management
Colorado
$2.94M -$644K -50,319 -18%
Ameriprise
18
Ameriprise
Minnesota
$2.73M +$485K +37,866 +22%
JWA
19
JFS Wealth Advisors
Pennsylvania
$2.72M +$7.27K +568 +0.3%
PWP
20
Private Wealth Partners
California
$2.38M -$77.7K -6,068 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.34M +$216K +16,839 +10%
FFA
22
First Foundation Advisors
California
$2.29M +$1.69M +132,355 +300%
Stifel Financial
23
Stifel Financial
Missouri
$2.27M -$4.38K -342 -0.2%
UBS Group
24
UBS Group
Switzerland
$2.24M -$153K -11,948 -6%
MSL
25
Mackay Shields LLC
New York
$2.06M

EIM Hedge Fund Activity: Q3 2019 in Review

113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2019, worth a combined $322M — up 7.2% from $300M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EIM positions and 9 closed out — a net gain of 2 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Relative Value Partners Group, adding an estimated $12.6M. The largest seller was Bramshill Investments, exiting entirely with an estimated $15.4M sold.

  • 113 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2019, up from 111 in Q2 2019.
  • Funds reported $322M of Eaton Vance Municipal Bond Fund stock for Q3 2019, up 7.2% quarter-over-quarter.
  • 11 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2019 and 9 closed out, a net change of +2 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2019 was Relative Value Partners Group, an estimated $12.6M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2019 was Bramshill Investments, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2019.