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EIV

Eaton Vance Municipal Bond Fund II

Delisted

EIV was delisted on the 22nd of March, 2019.

23 hedge funds and large institutions have $22.9M invested in Eaton Vance Municipal Bond Fund II in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $20.5M → $22.9M (+$2.39M)

8% less funds holding

Funds holding: 2523 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$8.76M -$524K -39,533 -6%
AAM
2
Advisors Asset Management
Colorado
$4.06M +$614K +46,329 +18%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.34M -$65.9K -4,972 -3%
RCM
4
Robinson Capital Management
Michigan
$1.92M +$1.41M +106,078 +292%
LPL Financial
5
LPL Financial
California
$1.26M +$491K +37,043 +67%
TCM
6
Tradewinds Capital Management
Washington
$1.03M
GC
7
Guggenheim Capital
Illinois
$825K -$15.6K -1,179 -2%
Bank of America
8
Bank of America
North Carolina
$524K +$229K +17,250 +79%
Morgan Stanley
9
Morgan Stanley
New York
$438K -$47K -3,543 -10%
RJA
10
Raymond James & Associates
Florida
$301K +$15.2K +1,147 +5%
VanEck Associates
11
VanEck Associates
New York
$286K +$75.9K +5,730 +37%
NFG
12
Next Financial Group
Texas
$248K +$35.9K +2,706 +17%
WFG
13
Wills Financial Group
Virginia
$180K
UBS Group
14
UBS Group
Switzerland
$170K -$79.9K -6,028 -32%
Ameriprise
15
Ameriprise
Minnesota
$151K -$10.6K -800 -7%
Wells Fargo
16
Wells Fargo
California
$110K +$13 +1 +0%
DADC
17
D.A. Davidson & Co
Montana
$109K
US Bancorp
18
US Bancorp
Minnesota
$50K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$38K +$17.9K +1,350 +88%
MCM
20
MV Capital Management
Maryland
$34K
Creative Planning
21
Creative Planning
Kansas
$28K -$39.8K -3,000 -59%
MFS
22
MSI Financial Services
Massachusetts
$28K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2K
OC
24
Oppenheimer & Co
New York
-$171K -13,000 Closed
ACS
25
Archford Capital Strategies
Illinois
-$10K -782 Closed

EIV Hedge Fund Activity: Q1 2016 in Review

23 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund II (EIV) for Q1 2016, worth a combined $22.9M — up 12% from $20.5M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of EIV and 0 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Robinson Capital Management, adding an estimated $1.41M. The largest seller was Karpus Investment Management, cutting an estimated $524K.

  • 23 institutional investors held Eaton Vance Municipal Bond Fund II (EIV) as of Q1 2016, down from 25 in Q4 2015.
  • Funds reported $22.9M of Eaton Vance Municipal Bond Fund II stock for Q1 2016, up 12% quarter-over-quarter.
  • 0 funds opened new Eaton Vance Municipal Bond Fund II positions in Q1 2016 and 2 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Bond Fund II buyer in Q1 2016 was Robinson Capital Management, an estimated $1.41M added.
  • The largest Eaton Vance Municipal Bond Fund II seller in Q1 2016 was Karpus Investment Management, an estimated $524K sold.

Based on aggregated 13F filings for Q1 2016.