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EIM

Eaton Vance Municipal Bond Fund

114 hedge funds and large institutions have $219M invested in Eaton Vance Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 112114 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

15.77% less ownership

Funds ownership: 44.5%28.73% (-16%)

35% less capital invested

Capital invested by funds: $335M → $219M (-$116M)

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
31
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Robinson Capital Management
Michigan
$1.35M -$1.56M -148,019 -54%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.33M +$367K +34,844 +39%
LPL Financial
28
LPL Financial
California
$1.33M +$2.19K +208 +0.2%
MC
29
Mathes Company
New York
$1.31M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.17M -$106K -10,057 -8%
Invesco
31
Invesco
Georgia
$936K -$305K -28,964 -25%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$898K -$47.2K -4,478 -5%
GAMC
33
Garner Asset Management Corp
Texas
$812K +$795K +75,439 New
Stifel Financial
34
Stifel Financial
Missouri
$765K -$7.78K -739 -1%
JCM
35
Jacobi Capital Management
Pennsylvania
$528K
WFA
36
Wellspring Financial Advisors
Ohio
$522K -$311K -29,559 -38%
RIL
37
Rothschild Investment LLC
Illinois
$519K -$487K -46,197 -49%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$470K -$342K -32,447 -43%
FFA
39
Farther Finance Advisors
California
$460K +$51.1K +4,856 +13%
NFG
40
Nations Financial Group
Iowa
$456K +$327 +31 +0.1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$452K -$13K -1,232 -3%
Osaic Holdings
42
Osaic Holdings
Arizona
$428K -$125K -11,876 -23%
CIA
43
Capital Investment Advisors
Georgia
$415K
HNWAG
44
High Net Worth Advisory Group
Florida
$399K +$391K +37,078 New
CIA
45
Concurrent Investment Advisors
Florida
$358K +$350K +33,253 New
Bank of America
46
Bank of America
North Carolina
$352K +$4.95K +470 +1%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$345K +$1.13K +107 +0.3%
ATPW
48
Ashton Thomas Private Wealth
Arizona
$320K +$1.9K +180 +0.6%
PK
49
Pflug Koory
Nebraska
$305K +$298K +28,325 New
AMBIA
50
Allen Mooney & Barnes Investment Advisors
Georgia
$297K +$337 +32 +0.1%

EIM Hedge Fund Activity: Q3 2024 in Review

114 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2024, worth a combined $219M — down 35% from $335M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EIM positions and 15 closed out — a net gain of 4 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.31M. The largest seller was Karpus Investment Management, cutting an estimated $69M.

  • 114 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2024, up from 112 in Q2 2024.
  • Funds reported $219M of Eaton Vance Municipal Bond Fund stock for Q3 2024, down 35% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2024 and 15 closed out, a net change of +4 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2024 was City of London Investment Management, an estimated $2.31M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2024 was Karpus Investment Management, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2024.