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EIM

Eaton Vance Municipal Bond Fund

65 hedge funds and large institutions have $88.5M invested in Eaton Vance Municipal Bond Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

45% more capital invested

Capital invested by funds: $61.2M → $88.5M (+$27.3M)

25% more funds holding

Funds holding: 5265 (+13)

3.7% more ownership

Funds ownership: 6.84%10.55% (+3.7%)

Holders
65
Holders Change
+13
Holders Change %
+25%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
21
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$81K +$79.8K +7,150 New
MFS
52
MSI Financial Services
Massachusetts
$74K +$1.15K +103 +2%
AIG
53
American International Group
New York
$59.7K -$10.5K -942 -15%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$39K
SNT
55
Security National Trust
West Virginia
$37K
EWM
56
Evercore Wealth Management
New York
$36K
NES
57
New England Securities
New York
$36K +$279 +25 +0.8%
BWFA
58
Baltimore-Washington Financial Advisors
Maryland
$34K
OIA
59
Optimum Investment Advisors
Illinois
$21K
HI
60
Hudock Inc
Pennsylvania
$18K +$290 +26 +2%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.2K +1,633 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$10K
1IC
63
1919 Investment Counsel
Maryland
$9K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$7K +$6.63K +594 New
SIA
65
Sit Investment Associates
Minnesota
-$1.13M -97,593 Closed
ACM
66
Argentus Capital Management
Texas
-$186K -16,088 Closed
Bank of New York Mellon
67
Bank of New York Mellon
New York
-$159K -13,785 Closed
PP
68
Paloma Partners
Connecticut
-$146K -12,600 Closed
HFS
69
HL Financial Services
Kentucky
-$145K -12,585 Closed
RIA
70
Regal Investment Advisors
Michigan
-$108K -9,358 Closed

EIM Hedge Fund Activity: Q4 2013 in Review

65 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2013, worth a combined $88.5M — up 45% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EIM positions and 6 closed out — a net gain of 14 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $12M. The largest seller was Morgan Stanley, cutting an estimated $1.15M.

  • 65 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2013, up from 52 in Q3 2013.
  • Funds reported $88.5M of Eaton Vance Municipal Bond Fund stock for Q4 2013, up 45% quarter-over-quarter.
  • 20 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2013 and 6 closed out, a net change of +14 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2013 was Karpus Investment Management, an estimated $12M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2013 was Morgan Stanley, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2013.