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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
Creative Planning
51
Creative Planning
Kansas
$4K -$37.7K -3,366 -90%
CWM
52
Cabot Wealth Management
Massachusetts
– -$551K -45,970 Closed
DA
53
Doliver Advisors
Texas
– -$287K -23,917 Closed
WSFS
54
Wilmington Savings Fund Society
Delaware
– -$204K -17,000 Closed
Deutsche Bank
55
Deutsche Bank
Germany
– -$150K -12,538 Closed
PWPCM
56
Perella Weinberg Partners Capital Management
New York
– -$150K -12,538 Closed
Citadel Advisors
57
Citadel Advisors
Florida
– -$136K -11,353 Closed
Northern Trust
58
Northern Trust
Illinois
– -$1K -10,782 Closed
SMA
59
Simply Money Advisors
Ohio
– -$38K -3,141 Closed
FANJ
60
Financial Architects (New Jersey)
New Jersey
– -$15K -1,255 Closed
FNBT
61
FineMark National Bank & Trust
Florida
– -$12K -1,000 Closed
WA
62
WFG Advisors
Texas
– -$12K -1,000 Closed
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
– -$7K -594 Closed
TRCT
64
Tower Research Capital (TRC)
New York
– -$2K -189 Closed
AFIA
65
America First Investment Advisors
Nebraska
– +$246 +22 New
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.