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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

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

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
LCM
51
Landscape Capital Management
New Jersey
$150K +$11.3K +894 +8%
CHC
52
City Holding Co
West Virginia
$128K +$127K +10,000 New
US Bancorp
53
US Bancorp
Minnesota
$113K +$20.6K +1,626 +23%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$110K – – –
CG
55
Colony Group
Massachusetts
$92K – – –
AIG
56
American International Group
New York
$87.2K – – –
MFS
57
MSI Financial Services
Massachusetts
$87K +$1.24K +98 +1%
NES
58
New England Securities
New York
$51K +$127 +10 +0.3%
SNT
59
Security National Trust
West Virginia
$42K – – –
BWFA
60
Baltimore-Washington Financial Advisors
Maryland
$38K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$27K +$16.9K +1,334 +166%
HI
62
Hudock Inc
Pennsylvania
$21K +$317 +25 +2%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$19K +$19K +1,500 New
NPC
64
National Planning Corporation
California
$18.4K +$18K +1,415 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$12K – – –
JFGIW
66
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$1K -$29.6K -2,335 -97%
DA
68
Doliver Advisors
Texas
– -$378K -30,217 Closed
B
69
Baird
Wisconsin
– -$198K -15,800 Closed
ICAS
70
Investors Capital Advisory Services
Massachusetts
– -$150K -11,985 Closed
EWM
71
Evercore Wealth Management
New York
– -$40K -3,213 Closed
Ameriprise
72
Ameriprise
Minnesota
– -$13K -1,000 Closed
MAA
73
Managed Account Advisors
New Jersey
– +$51 +4 New
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.