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EIM

Eaton Vance Municipal Bond Fund
EIM

69 hedge funds and large institutions have $139M invested in Eaton Vance Municipal Bond Fund in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

13% more funds holding

Funds holding: 61 → 69 (+8)

9% more capital invested

Capital invested by funds: $128M → $139M (+$11.2M)

0.73% more ownership

Funds ownership: 14.97% → 15.7% (+0.73%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
69
Holders Change
+8
Holders Change %
+13.11%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
22
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
+$9.87M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$4.75M
3
LCM
Laurion Capital Management
New York
+$2.84M
4
PPA
Parametric Portfolio Associates
Washington
+$1.95M
5
Bank of America
Bank of America
North Carolina
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$7.76M
2
Deutsche Bank
Deutsche Bank
Germany
-$3.9M
3
MIG
Mariner Investment Group
New York
-$2.51M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$887K
5
AA
AQR Arbitrage
Connecticut
-$723K
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
51
Eagle Global Advisors
Texas
$174K +$171K +13,400 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$168K -$12.4K -973 -7%
TCM
53
Tradewinds Capital Management
Washington
$162K – – –
HK
54
Horizon Kinetics
New York
$161K -$5.5K -432 -3%
SG Americas Securities
55
SG Americas Securities
New York
$158K +$155K +12,150 New
KeyBank National Association
56
KeyBank National Association
Ohio
$156K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$111K – – –
AIG
58
American International Group
New York
$108K – – –
CG
59
Colony Group
Massachusetts
$93K – – –
US Bancorp
60
US Bancorp
Minnesota
$93K – – –
IA
61
IFP Advisors
Florida
$75K +$73.5K +5,772 New
EWM
62
Evercore Wealth Management
New York
$42K – – –
SNT
63
Security National Trust
West Virginia
$42K – – –
MFW
64
Mosaic Family Wealth
Missouri
$30K +$30K +2,355 New
HI
65
Hudock Inc
Pennsylvania
$23K +$344 +27 +2%
AIA
66
Allegis Investment Advisors
Idaho
$14K +$14K +1,100 New
ACS
67
Archford Capital Strategies
Illinois
$10K +$9.85K +773 New
BFEC
68
Benjamin F. Edwards & Company
Missouri
$8K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
MIG
70
Mariner Investment Group
New York
– -$2.51M -200,859 Closed
AA
71
AQR Arbitrage
Connecticut
– -$723K -57,775 Closed
BC
72
Brinker Capital
Pennsylvania
– -$598K -47,829 Closed
COLIM
73
City of London Investment Management
United Kingdom
– -$592K -47,000 Closed
STMM
74
South Texas Money Management
Texas
– -$138K -11,014 Closed
CHC
75
City Holding Co
West Virginia
– -$125K -10,000 Closed
1 2
3
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EIM Hedge Fund Activity: Q4 2015 in Review

69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2015, worth a combined $139M — up 8.8% from $128M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EIM positions and 8 closed out — a net gain of 9 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $9.87M. The largest seller was Karpus Investment Management, cutting an estimated $7.76M.

  • 69 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2015, up from 61 in Q3 2015.
  • Funds reported $139M of Eaton Vance Municipal Bond Fund stock for Q4 2015, up 8.8% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2015 and 8 closed out, a net change of +9 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2015 was Oxbow Advisors, an estimated $9.87M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2015 was Karpus Investment Management, an estimated $7.76M sold.

Based on aggregated 13F filings for Q4 2015.