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EIM

Eaton Vance Municipal Bond Fund

143 hedge funds and large institutions have $234M invested in Eaton Vance Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

20% more funds holding

Funds holding: 119143 (+24)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.73% less ownership

Funds ownership: 24.68%23.95% (-0.73%)

2% less capital invested

Capital invested by funds: $237M → $234M (-$3.66M)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
44
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$1.9M
PWP
27
Private Wealth Partners
California
$1.74M -$329K -24,520 -16%
HI
28
Harbour Investments
Wisconsin
$1.45M -$18.7K -1,394 -1%
Citadel Advisors
29
Citadel Advisors
Florida
$1.31M -$4.09M -305,265 -76%
GAMC
30
Garner Asset Management Corp
Texas
$1.29M -$5.62K -419 -0.4%
DWM
31
Dakota Wealth Management
Florida
$1.27M -$138K -10,323 -10%
WAM
32
Wakefield Asset Management
Colorado
$1.24M +$98.9K +7,377 +9%
MC
33
Mathes Company
New York
$1.18M
PAS
34
Park Avenue Securities
New York
$1.12M +$157K +11,702 +17%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.12M -$31.6K -2,353 -3%
AWA
36
Arete Wealth Advisors
Illinois
$984K +$972K +72,464 New
Bank of America
37
Bank of America
North Carolina
$879K +$5.58K +416 +0.6%
CAN
38
Cetera Advisor Networks
California
$874K +$115K +8,569 +15%
CIA
39
Capital Investment Advisors
Georgia
$861K -$12K -896 -1%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$861K
IWA
41
IBEX Wealth Advisors
New Jersey
$827K +$537K +40,062 +192%
MSL
42
Mackay Shields LLC
New York
$818K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$812K -$526K -39,262 -40%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$801K +$29.5K +2,200 +4%
DLG
45
Daniel L. Goodwin
$798K
6M
46
6 Meridian
Kansas
$779K -$86.4K -6,440 -10%
LPL Financial
47
LPL Financial
California
$738K +$111K +8,250 +18%
First Trust Advisors
48
First Trust Advisors
Illinois
$680K +$24.2K +1,805 +4%
JCM
49
Jacobi Capital Management
Pennsylvania
$654K +$46.9K +3,500 +8%
WANY
50
Wealthspire Advisors (New York)
New York
$637K +$3.03K +226 +0.5%

EIM Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2021, worth a combined $234M — down 1.5% from $237M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EIM positions and 7 closed out — a net gain of 26 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.25M. The largest seller was Karpus Investment Management, cutting an estimated $9.74M.

  • 143 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2021, up from 119 in Q3 2021.
  • Funds reported $234M of Eaton Vance Municipal Bond Fund stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +26 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.25M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2021.