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EIM

Eaton Vance Municipal Bond Fund
EIM

132 hedge funds and large institutions have $324M invested in Eaton Vance Municipal Bond Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

24% more capital invested

Capital invested by funds: $262M → $324M (+$62.5M)

13% more funds holding

Funds holding: 117 → 132 (+15)

3.9% more ownership

Funds ownership: 40.61% → 44.51% (+3.9%)

19% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 37

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
29
Increased
30
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$19.9M
2
BI
Bramshill Investments
Florida
+$3.18M
3
LSC
Logan Stone Capital
Illinois
+$2.7M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$2.09M
5
MC
Mathes Company
New York
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.45M
2
JWA
JFS Wealth Advisors
Pennsylvania
-$2.17M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.07M
4
MFG
Merit Financial Group
Georgia
-$1.96M
5
AAM
Advisors Asset Management
Colorado
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
26
Indiana Trust & Investment Management
Indiana
$1.56M – – –
GAMC
27
Garner Asset Management Corp
Texas
$1.51M +$252K +26,862 +22%
LCM
28
Landscape Capital Management
New Jersey
$1.42M +$1.06M +113,141 +421%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.41M -$101K -10,777 -7%
Invesco
30
Invesco
Georgia
$1.28M +$221K +23,529 +23%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.26M -$33.8K -3,599 -3%
Cohen & Steers
32
Cohen & Steers
New York
$1.23M +$879K +93,605 +334%
MC
33
Mathes Company
New York
$1.23M +$1.14M +121,734 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.16M +$84.8K +9,025 +9%
MIG
35
Mariner Investment Group
New York
$1.11M +$1.03M +109,926 New
PAS
36
Park Avenue Securities
New York
$1.1M +$83.8K +8,925 +9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$953K -$116K -12,306 -12%
WAM
38
Weiss Asset Management
Massachusetts
$883K +$818K +87,145 New
RIL
39
Rothschild Investment LLC
Illinois
$856K +$793K +84,462 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$744K +$44.9K +4,781 +7%
Stifel Financial
41
Stifel Financial
Missouri
$742K -$53K -5,639 -7%
CAN
42
Cetera Advisor Networks
California
$619K -$52.7K -5,612 -8%
Osaic Holdings
43
Osaic Holdings
Arizona
$552K -$20.3K -2,162 -4%
COLIM
44
City of London Investment Management
United Kingdom
$532K -$423K -45,000 -46%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$495K -$38 -4 -0%
JCM
46
Jacobi Capital Management
Pennsylvania
$486K – – –
WFA
47
Wellspring Financial Advisors
Ohio
$482K +$252K +26,800 +129%
CIA
48
Concurrent Investment Advisors
Florida
$437K +$405K +43,148 New
NFG
49
Nations Financial Group
Iowa
$428K +$207 +22 +0.1%
GWMR
50
GC Wealth Management RIA
Massachusetts
$416K +$386K +41,076 New
1
2
3 4 5

EIM Hedge Fund Activity: Q4 2023 in Review

132 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2023, worth a combined $324M — up 24% from $262M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EIM positions and 12 closed out — a net gain of 17 holders — while 30 added to existing stakes and 37 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $19.9M. The largest seller was Morgan Stanley, cutting an estimated $4.45M.

  • 132 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2023, up from 117 in Q3 2023.
  • Funds reported $324M of Eaton Vance Municipal Bond Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 29 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2023 and 12 closed out, a net change of +17 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $19.9M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2023 was Morgan Stanley, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2023.