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EIM

Eaton Vance Municipal Bond Fund
EIM

52 hedge funds and large institutions have $61.2M invested in Eaton Vance Municipal Bond Fund in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $48.5M → $61.2M (+$12.8M)

0.83% more ownership

Funds ownership: 6.01% → 6.84% (+0.83%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 53 → 52 (-1)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.34M
2
PWP
Private Wealth Partners
California
+$3.27M
3
U
UBS
Switzerland
+$1.31M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.14M
5
Cohen & Steers
Cohen & Steers
New York
+$744K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$3.03M
2
Morgan Stanley
Morgan Stanley
New York
-$1.3M
3
AAM
Advisors Asset Management
Colorado
-$862K
4
CWM
Cabot Wealth Management
Massachusetts
-$551K
5
DA
Doliver Advisors
Texas
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
Baird
Wisconsin
$187K -$86.2K -7,700 -32%
ACM
27
Argentus Capital Management
Texas
$186K – – –
VFS
28
VSR Financial Services
Kansas
$185K +$179K +16,007 New
MIM
29
Macroview Investment Management
Maryland
$182K +$176K +15,750 New
HK
30
Horizon Kinetics
New York
$181K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$172K -$19.3K -1,728 -10%
ICAS
32
Investors Capital Advisory Services
Massachusetts
$164K -$17.9K -1,600 -10%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$159K +$16.6K +1,479 +12%
PP
34
Paloma Partners
Connecticut
$146K -$19K -1,700 -12%
HFS
35
HL Financial Services
Kentucky
$145K -$145K -12,980 -51%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$123K – – –
PMG
37
ProVise Management Group
Florida
$116K +$112K +10,000 New
RIA
38
Regal Investment Advisors
Michigan
$108K +$9.96K +890 +11%
US Bancorp
39
US Bancorp
Minnesota
$83K – – –
MFS
40
MSI Financial Services
Massachusetts
$75K +$985 +88 +1%
AIG
41
American International Group
New York
$72K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$40K – – –
SNT
43
Security National Trust
West Virginia
$38K – – –
EWM
44
Evercore Wealth Management
New York
$37K +$36K +3,213 New
NES
45
New England Securities
New York
$36K +$280 +25 +0.8%
BWFA
46
Baltimore-Washington Financial Advisors
Maryland
$34K – – –
OIA
47
Optimum Investment Advisors
Illinois
$21K +$20.4K +1,826 New
HI
48
Hudock Inc
Pennsylvania
$18K +$302 +27 +2%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$10K -$12K -1,070 -54%
1IC
50
1919 Investment Counsel
Maryland
$9K – – –
1
2
3

EIM Hedge Fund Activity: Q3 2013 in Review

52 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2013, worth a combined $61.2M — up 26% from $48.5M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EIM and 12 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 12 added.

The largest buyer was Wells Fargo, adding an estimated $4.34M. The largest seller was Invesco, cutting an estimated $3.03M.

  • 52 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2013, down from 53 in Q2 2013.
  • Funds reported $61.2M of Eaton Vance Municipal Bond Fund stock for Q3 2013, up 26% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2013 and 13 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2013 was Wells Fargo, an estimated $4.34M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2013 was Invesco, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2013.