We are live on ! Find out more
EIM

Eaton Vance Municipal Bond Fund
EIM

68 hedge funds and large institutions have $120M invested in Eaton Vance Municipal Bond Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

0% more funds holding

Funds holding: 68 → 68 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.03% less ownership

Funds ownership: 14.55% → 14.52% (-0.03%)

10% less capital invested

Capital invested by funds: $134M → $120M (-$13.1M)

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
22
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$2.67M
2
1CP
1607 Capital Partners
Virginia
+$2.06M
3
GC
Guggenheim Capital
Illinois
+$1.81M
4
AAM
Advisors Asset Management
Colorado
+$643K
5
LSA
Liberty Street Advisors
New York
+$455K

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$6.13M
2
UBS Group
UBS Group
Switzerland
-$1.11M
3
Bank of America
Bank of America
North Carolina
-$862K
4
Invesco
Invesco
Georgia
-$409K
5
AIM
Allen Investment Management
New York
-$399K
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
51
KeyBank National Association
Ohio
$146K -$44.4K -3,556 -23%
EGA
52
Eagle Global Advisors
Texas
$146K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$124K +$127K +10,200 New
CHC
54
City Holding Co
West Virginia
$122K – – –
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$104K – – –
AIG
56
American International Group
New York
$101K – – –
CG
57
Colony Group
Massachusetts
$87K – – –
US Bancorp
58
US Bancorp
Minnesota
$87K – – –
SNT
59
Security National Trust
West Virginia
$40K – – –
EWM
60
Evercore Wealth Management
New York
$39K – – –
BWFA
61
Baltimore-Washington Financial Advisors
Maryland
$36K – – –
HI
62
Hudock Inc
Pennsylvania
$20K +$324 +26 +2%
CTC
63
Central Trust Company
Missouri
$20K +$13.3K +1,066 +176%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$11K – – –
WAM
65
Wolverine Asset Management
Illinois
$7K -$77.2K -6,186 -91%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$5K -$2K -160 -28%
JFGIW
68
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
AIM
69
Allen Investment Management
New York
– -$399K -30,904 Closed
HCM
70
Hollencrest Capital Management
California
– -$266K -20,590 Closed
DA
71
Doliver Advisors
Texas
– -$178K -13,772 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
– -$19K -1,500 Closed
1 2
3

EIM Hedge Fund Activity: Q2 2015 in Review

68 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2015, worth a combined $120M — down 9.8% from $134M a quarter earlier.

Fund positioning in EIM was balanced in Q2 2015: 4 funds opened new positions, 4 closed out, 22 added to existing stakes and 20 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.67M. The largest seller was Deutsche Bank, cutting an estimated $6.13M.

  • 68 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $120M of Eaton Vance Municipal Bond Fund stock for Q2 2015, down 9.8% quarter-over-quarter.
  • 4 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2015 and 4 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2015 was Karpus Investment Management, an estimated $2.67M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2015 was Deutsche Bank, an estimated $6.13M sold.

Based on aggregated 13F filings for Q2 2015.