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EIM

Eaton Vance Municipal Bond Fund

121 hedge funds and large institutions have $261M invested in Eaton Vance Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

4% less capital invested

Capital invested by funds: $271M → $261M (-$9.9M)

1.79% less ownership

Funds ownership: 28.3%26.51% (-1.8%)

3% less funds holding

Funds holding: 125121 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
45
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$721K +$5.7K +421 +0.8%
LPL Financial
52
LPL Financial
California
$645K +$20.9K +1,544 +3%
First Trust Advisors
53
First Trust Advisors
Illinois
$560K +$118K +8,714 +27%
JCM
54
Jacobi Capital Management
Pennsylvania
$556K
ACA
55
Ackerman Capital Advisors
Texas
$556K +$384K +28,350 +231%
CP
56
Camelot Portfolios
Ohio
$521K -$22.3K -1,652 -4%
Truist Financial
57
Truist Financial
North Carolina
$428K -$8.62K -637 -2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$399K +$8.75K +647 +2%
PK
59
Pflug Koory
Nebraska
$387K
AF
60
Advisornet Financial
Minnesota
$381K +$4.06K +300 +1%
SIA
61
Sit Investment Associates
Minnesota
$379K
BPA
62
Beacon Pointe Advisors
California
$369K
AWS
63
AJ Wealth Strategies
New York
$362K
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$353K +$8.19K +605 +2%
KWM
65
Kingsview Wealth Management
Oregon
$352K +$121K +8,913 +53%
Cohen & Steers
66
Cohen & Steers
New York
$349K +$158K +11,693 +85%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$331K +$79.5K +5,874 +32%
AWM
68
AE Wealth Management
Kansas
$321K
TAM
69
Todd Asset Management
Kentucky
$312K
HKAM
70
Horizon Kinetics Asset Management
New York
$287K
IWA
71
IBEX Wealth Advisors
New Jersey
$285K -$21.4K -1,581 -7%
GLA
72
Good Life Advisors
Pennsylvania
$259K
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$255K +$105K +7,779 +72%
HighTower Advisors
74
HighTower Advisors
Illinois
$251K
EW
75
Evoke Wealth
California
$246K

EIM Hedge Fund Activity: Q2 2021 in Review

121 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2021, worth a combined $261M — down 3.7% from $271M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EIM and 8 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 45 added.

The largest buyer was Bramshill Investments, adding an estimated $4.02M. The largest seller was Karpus Investment Management, cutting an estimated $14.1M.

  • 121 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $261M of Eaton Vance Municipal Bond Fund stock for Q2 2021, down 3.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2021 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2021 was Bramshill Investments, an estimated $4.02M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2021 was Karpus Investment Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2021.