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EIM

Eaton Vance Municipal Bond Fund

137 hedge funds and large institutions have $271M invested in Eaton Vance Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $219M → $271M (+$52M)

4.75% more ownership

Funds ownership: 31.54%36.29% (+4.7%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% less funds holding

Funds holding: 139137 (-2)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
37
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.66M -$246K -24,919 -14%
AA
27
AQR Arbitrage
Connecticut
$1.56M +$236K +23,870 +19%
GAMC
28
Garner Asset Management Corp
Texas
$1.52M -$69.2K -6,996 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.46M -$62.5K -6,316 -4%
PWP
30
Private Wealth Partners
California
$1.37M -$5.44K -550 -0.4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.19M -$355K -35,936 -24%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.08M -$703K -71,094 -41%
PAS
33
Park Avenue Securities
New York
$1.08M +$16.1K +1,628 +2%
WAM
34
Wakefield Asset Management
Colorado
$1.07M +$41.2K +4,165 +4%
HI
35
Harbour Investments
Wisconsin
$986K -$114K -11,577 -11%
MC
36
Moors & Cabot
Massachusetts
$936K +$638K +64,500 +252%
MC
37
Mathes Company
New York
$857K -$191K -19,280 -19%
Stifel Financial
38
Stifel Financial
Missouri
$764K -$93.3K -9,439 -11%
LSC
39
Logan Stone Capital
Illinois
$734K +$438K +44,322 +168%
WAM
40
Weiss Asset Management
Massachusetts
$725K +$690K +69,796 New
Osaic Holdings
41
Osaic Holdings
Arizona
$701K -$54.2K -5,485 -8%
DLG
42
Daniel L. Goodwin
$690K +$56.4K +5,700 +9%
CAN
43
Cetera Advisor Networks
California
$689K -$6.76K -684 -1%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$633K -$3.42K -346 -0.6%
MSL
45
Mackay Shields LLC
New York
$626K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$560K -$18.2K -1,844 -3%
Invesco
47
Invesco
Georgia
$524K +$248K +25,070 +99%
CIA
48
Capital Investment Advisors
Georgia
$502K -$76.4K -7,727 -14%
JCM
49
Jacobi Capital Management
Pennsylvania
$499K
AF
50
Advisornet Financial
Minnesota
$485K -$16.9K -1,705 -4%

EIM Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2022, worth a combined $271M — up 24% from $219M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIM positions and 22 closed out — a net gain of 1 holder — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $35.5M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.34M sold.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2022, down from 139 in Q3 2022.
  • Funds reported $271M of Eaton Vance Municipal Bond Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2022 and 22 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $35.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2022 was Fiera Capital (Canada), an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2022.