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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

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

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
KIM
1
Karpus Investment Management
New York
$34.3M -$7.76M -609,198 -19%
OA
2
Oxbow Advisors
Texas
$10.1M +$9.87M +774,623 New
1CP
3
1607 Capital Partners
Virginia
$9.1M – – –
Wells Fargo
4
Wells Fargo
California
$8.82M +$203K +15,970 +2%
GC
5
Guggenheim Capital
Illinois
$6.89M +$922K +72,385 +16%
Invesco
6
Invesco
Georgia
$6.22M -$45.4K -3,566 -0.7%
OHA
7
Oak Hill Advisors
New York
$6.05M – – –
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$4.84M +$4.75M +372,985 New
Morgan Stanley
9
Morgan Stanley
New York
$4.54M -$682K -53,568 -13%
AAM
10
Advisors Asset Management
Colorado
$4.36M +$507K +39,794 +13%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$3.5M -$887K -69,601 -20%
Cohen & Steers
12
Cohen & Steers
New York
$3.24M +$32.6K +2,559 +1%
Bank of America
13
Bank of America
North Carolina
$3.17M +$1.68M +132,083 +118%
PPA
14
Parametric Portfolio Associates
Washington
$3.06M +$1.95M +152,905 +184%
LCM
15
Laurion Capital Management
New York
$2.89M +$2.84M +222,811 New
LPL Financial
16
LPL Financial
California
$2.73M +$1.28M +100,141 +93%
RJA
17
Raymond James & Associates
Florida
$2.11M -$177K -13,901 -8%
Stifel Financial
18
Stifel Financial
Missouri
$2.09M +$64.7K +5,078 +3%
UBS Group
19
UBS Group
Switzerland
$2.04M -$43K -3,375 -2%
RCM
20
Robinson Capital Management
Michigan
$1.83M +$1.79M +140,852 New
JWA
21
JFS Wealth Advisors
Pennsylvania
$1.76M +$25.2K +1,978 +1%
VanEck Associates
22
VanEck Associates
New York
$1.42M +$174K +13,654 +14%
Citigroup
23
Citigroup
New York
$1.1M +$85.5K +6,715 +9%
DLG
24
Daniel L. Goodwin
$1.1M – – –
PAG
25
Private Advisor Group
New Jersey
$1.05M +$172K +13,494 +20%
1
2 3 4

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.