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EIM

Eaton Vance Municipal Bond Fund
EIM

68 hedge funds and large institutions have $119M invested in Eaton Vance Municipal Bond Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $105M → $119M (+$14.5M)

8% more funds holding

Funds holding: 63 → 68 (+5)

1.33% more ownership

Funds ownership: 11.65% → 12.99% (+1.3%)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$3.58M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.69M
3
MIG
Mariner Investment Group
New York
+$1.26M
4
DLG
Daniel L. Goodwin
+$1.05M
5
1CP
1607 Capital Partners
Virginia
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.04M
2
DA
Doliver Advisors
Texas
-$378K
3
B
Baird
Wisconsin
-$198K
4
DS
DRW Securities
Illinois
-$169K
5
ICAS
Investors Capital Advisory Services
Massachusetts
-$150K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$782K +$773K +60,917 New
JWA
27
JFS Wealth Advisors
Pennsylvania
$757K +$749K +58,997 New
PAG
28
Private Advisor Group
New Jersey
$750K -$4.44K -350 -0.6%
BC
29
Brinker Capital
Pennsylvania
$643K +$636K +50,144 New
MIM
30
Macroview Investment Management
Maryland
$505K +$121K +9,540 +32%
AIM
31
Allen Investment Management
New York
$442K +$438K +34,483 New
ACI
32
AMP Capital Investors
Australia
$402K -$127K -10,000 -24%
RCM
33
Rivernorth Capital Management
Florida
$398K – – –
VFS
34
VSR Financial Services
Kansas
$349K -$30.4K -2,398 -8%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$339K +$42K +3,314 +14%
WFI
36
West Family Investments
California
$327K – – –
DS
37
DRW Securities
Illinois
$298K -$169K -13,281 -36%
YP
38
Yellowstone Partners
Idaho
$282K – – –
HighTower Advisors
39
HighTower Advisors
Illinois
$274K +$799 +63 +0.3%
HCM
40
Hollencrest Capital Management
California
$264K – – –
GEM
41
Global Endowment Management
North Carolina
$257K – – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$245K -$19.3K -1,521 -7%
Creative Planning
43
Creative Planning
Kansas
$237K +$110K +8,631 +88%
CCM
44
Coe Capital Management
Illinois
$222K +$219K +17,267 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$220K +$43.8K +3,449 +25%
OC
46
Oppenheimer & Co
New York
$196K +$194K +15,275 New
HK
47
Horizon Kinetics
New York
$165K – – –
TCM
48
Tradewinds Capital Management
Washington
$160K – – –
FFSOTS
49
Fiduciary Financial Services of The Southwest
Texas
$157K -$10.5K -825 -6%
EGA
50
Eagle Global Advisors
Texas
$154K – – –
1
2
3

EIM Hedge Fund Activity: Q4 2014 in Review

68 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2014, worth a combined $119M — up 14% from $105M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EIM positions and 5 closed out — a net gain of 7 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.58M. The largest seller was Cohen & Steers, cutting an estimated $1.04M.

  • 68 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2014, up from 63 in Q3 2014.
  • Funds reported $119M of Eaton Vance Municipal Bond Fund stock for Q4 2014, up 14% quarter-over-quarter.
  • 12 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2014 and 5 closed out, a net change of +7 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2014 was Karpus Investment Management, an estimated $3.58M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2014 was Cohen & Steers, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2014.