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EIM

Eaton Vance Municipal Bond Fund
EIM

123 hedge funds and large institutions have $272M invested in Eaton Vance Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 120 → 123 (+3)

0.99% more ownership

Funds ownership: 36.98% → 37.96% (+0.99%)

1% less capital invested

Capital invested by funds: $275M → $272M (-$3.58M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.8M
2
RCM
Rivernorth Capital Management
Florida
+$2.12M
3
GC
Guggenheim Capital
Illinois
+$1.62M
4
SIA
Sit Investment Associates
Minnesota
+$1.09M
5
BI
Bramshill Investments
Florida
+$903K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.4M
2
UBS Group
UBS Group
Switzerland
-$486K
3
GAMC
Garner Asset Management Corp
Texas
-$463K
4
MFG
Merit Financial Group
Georgia
-$379K
5
MSL
Mackay Shields LLC
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.31M -$86.2K -8,569 -6%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.3M -$63.4K -6,298 -5%
BB
28
Busey Bank
Illinois
$1.26M -$29.4K -2,925 -2%
LSC
29
Logan Stone Capital
Illinois
$1.22M -$116K -11,562 -9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.14M -$39.5K -3,926 -3%
WAM
31
Wakefield Asset Management
Colorado
$1.1M +$45.2K +4,491 +4%
Invesco
32
Invesco
Georgia
$1.08M +$320K +31,815 +41%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.05M +$33K +3,283 +3%
GAMC
34
Garner Asset Management Corp
Texas
$973K -$463K -46,029 -32%
COLIM
35
City of London Investment Management
United Kingdom
$971K -$237K -23,516 -19%
PAS
36
Park Avenue Securities
New York
$955K -$11.5K -1,142 -1%
Stifel Financial
37
Stifel Financial
Missouri
$795K -$30.8K -3,062 -4%
MC
38
Moors & Cabot
Massachusetts
$737K +$40.3K +4,000 +6%
CAN
39
Cetera Advisor Networks
California
$684K +$17.9K +1,781 +3%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$678K +$65.2K +6,475 +11%
DLG
41
Daniel L. Goodwin
$661K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$518K -$124K -12,349 -19%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$486K +$491K +48,819 New
JCM
44
Jacobi Capital Management
Pennsylvania
$478K – – –
CIA
45
Capital Investment Advisors
Georgia
$468K -$4.23K -420 -0.9%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$464K -$74.7K -7,420 -14%
EBWM
47
Eagle Bluffs Wealth Management
Missouri
$374K – – –
LPL Financial
48
LPL Financial
California
$366K +$38.5K +3,824 +12%
Bank of America
49
Bank of America
North Carolina
$351K +$37.5K +3,723 +12%
BPA
50
Beacon Pointe Advisors
California
$347K +$107K +10,664 +44%
1
2
3 4 5

EIM Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2023, worth a combined $272M — down 1.3% from $275M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EIM positions and 11 closed out — a net gain of 3 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.8M. The largest seller was Morgan Stanley, cutting an estimated $4.4M.

  • 123 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $272M of Eaton Vance Municipal Bond Fund stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2023.