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EIV

Eaton Vance Municipal Bond Fund II

Delisted

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

27 hedge funds and large institutions have $26.9M invested in Eaton Vance Municipal Bond Fund II in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

6% less capital invested

Capital invested by funds: $28.8M → $26.9M (-$1.87M)

10% less funds holding

Funds holding: 3027 (-3)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$9.96M -$2.3M -181,029 -19%
AAM
2
Advisors Asset Management
Colorado
$4.8M +$502K +39,507 +12%
GC
3
Guggenheim Capital
Illinois
$1.97M -$140K -10,978 -7%
RCM
4
Robinson Capital Management
Michigan
$1.8M -$10.2K -800 -0.6%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.12M +$110K +8,645 +11%
Morgan Stanley
6
Morgan Stanley
New York
$961K -$54.9K -4,314 -5%
TCM
7
Tradewinds Capital Management
Washington
$936K
GAMC
8
Garner Asset Management Corp
Texas
$841K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$794K -$13K -1,024 -2%
VCM
10
Vivaldi Capital Management
Illinois
$601K +$159K +12,466 +35%
UBS Group
11
UBS Group
Switzerland
$464K +$305 +24 +0.1%
VanEck Associates
12
VanEck Associates
New York
$368K +$23.4K +1,837 +7%
PPA
13
Parametric Portfolio Associates
Washington
$342K +$100K +7,867 +41%
RJA
14
Raymond James & Associates
Florida
$288K +$2.66K +209 +0.9%
LPL Financial
15
LPL Financial
California
$228K +$58.5K +4,603 +34%
Wells Fargo
16
Wells Fargo
California
$221K +$47.9K +3,770 +27%
Bank of America
17
Bank of America
North Carolina
$215K
FAAS
18
First Allied Advisory Services
California
$209K
Cohen & Steers
19
Cohen & Steers
New York
$201K
UCFA
20
United Capital Financial Advisors
Texas
$190K
OC
21
Oppenheimer & Co
New York
$153K -$23.5K -1,850 -13%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$77K +$77.6K +6,100 New
RBC
23
Roble Belko & Company
Pennsylvania
$76K
US Bancorp
24
US Bancorp
Minnesota
$47K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$35K

EIV Hedge Fund Activity: Q3 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund II (EIV) for Q3 2017, worth a combined $26.9M — down 6.5% from $28.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EIV and 1 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Advisors Asset Management, adding an estimated $502K. The largest seller was Karpus Investment Management, cutting an estimated $2.3M.

  • 27 institutional investors held Eaton Vance Municipal Bond Fund II (EIV) as of Q3 2017, down from 30 in Q2 2017.
  • Funds reported $26.9M of Eaton Vance Municipal Bond Fund II stock for Q3 2017, down 6.5% quarter-over-quarter.
  • 1 fund opened new Eaton Vance Municipal Bond Fund II positions in Q3 2017 and 3 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Bond Fund II buyer in Q3 2017 was Advisors Asset Management, an estimated $502K added.
  • The largest Eaton Vance Municipal Bond Fund II seller in Q3 2017 was Karpus Investment Management, an estimated $2.3M sold.

Based on aggregated 13F filings for Q3 2017.