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EIM

Eaton Vance Municipal Bond Fund
EIM

117 hedge funds and large institutions have $262M invested in Eaton Vance Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

2.65% more ownership

Funds ownership: 37.96% → 40.61% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $272M → $262M (-$9.98M)

5% less funds holding

Funds holding: 123 → 117 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
38
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$10.5M
2
RCM
Rivernorth Capital Management
Florida
+$2.49M
3
SIA
Sit Investment Associates
Minnesota
+$2.25M
4
API
Advisor Partners II
California
+$1.79M
5
AA
AQR Arbitrage
Connecticut
+$1.63M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.28M
2
Morgan Stanley
Morgan Stanley
New York
-$2.06M
3
UBS Group
UBS Group
Switzerland
-$1.53M
4
BB
Busey Bank
Illinois
-$353K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
API
26
Advisor Partners II
California
$1.66M +$1.79M +184,994 New
MWM
27
Melfa Wealth Management
Massachusetts
$1.49M +$53.9K +5,573 +3%
ITIM
28
Indiana Trust & Investment Management
Indiana
$1.38M +$1.49M +154,093 New
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.35M +$193K +19,897 +15%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.14M -$36.6K -3,780 -3%
GAMC
31
Garner Asset Management Corp
Texas
$1.08M +$223K +23,001 +24%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$953K -$80.8K -8,349 -7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$944K +$3.19K +330 +0.3%
Invesco
34
Invesco
Georgia
$922K -$59.3K -6,123 -6%
PAS
35
Park Avenue Securities
New York
$894K +$36K +3,716 +4%
COLIM
36
City of London Investment Management
United Kingdom
$873K – – –
WAM
37
Wakefield Asset Management
Colorado
$852K -$146K -15,061 -14%
BB
38
Busey Bank
Illinois
$809K -$353K -36,452 -29%
Stifel Financial
39
Stifel Financial
Missouri
$707K -$9.65K -997 -1%
MC
40
Moors & Cabot
Massachusetts
$637K -$29K -3,000 -4%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$615K +$5.46K +564 +0.8%
CAN
42
Cetera Advisor Networks
California
$598K -$19.6K -2,028 -3%
DLG
43
Daniel L. Goodwin
$595K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$507K +$44K +4,542 +9%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$437K +$48 +5 +0%
JCM
46
Jacobi Capital Management
Pennsylvania
$430K – – –
CIA
47
Capital Investment Advisors
Georgia
$398K -$25.1K -2,595 -6%
NFG
48
Nations Financial Group
Iowa
$379K +$97K +10,021 +31%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$332K -$93.3K -9,636 -21%
LPL Financial
50
LPL Financial
California
$313K -$18.2K -1,878 -5%
1
2
3 4 5

EIM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2023, worth a combined $262M — down 3.7% from $272M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EIM and 9 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 38 added.

The largest buyer was Karpus Investment Management, adding an estimated $10.5M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.28M.

  • 117 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2023, down from 123 in Q2 2023.
  • Funds reported $262M of Eaton Vance Municipal Bond Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2023 and 14 closed out, a net change of -5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $10.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2023.