We are live on ! Find out more
EIM

Eaton Vance Municipal Bond Fund

119 hedge funds and large institutions have $237M invested in Eaton Vance Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 121119 (-2)

1.82% less ownership

Funds ownership: 26.51%24.68% (-1.8%)

9% less capital invested

Capital invested by funds: $261M → $237M (-$23.4M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$625K -$347K -25,188 -35%
LPL Financial
52
LPL Financial
California
$617K -$14.8K -1,070 -2%
JCM
53
Jacobi Capital Management
Pennsylvania
$598K +$55.1K +4,000 +10%
AF
54
Advisornet Financial
Minnesota
$535K +$167K +12,100 +43%
Cohen & Steers
55
Cohen & Steers
New York
$447K +$109K +7,889 +31%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$420K +$30.6K +2,222 +8%
PK
57
Pflug Koory
Nebraska
$379K
DAS
58
Dynamic Advisor Solutions
Arizona
$375K +$246K +17,811 +174%
SIA
59
Sit Investment Associates
Minnesota
$371K
BPA
60
Beacon Pointe Advisors
California
$360K -$1.67K -121 -0.4%
AWS
61
AJ Wealth Strategies
New York
$354K
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$345K -$331 -24 -0.1%
KWM
63
Kingsview Wealth Management
Oregon
$343K
AA
64
AlphaCentric Advisors
Puerto Rico
$329K +$339K +24,600 New
HSA
65
HBK Sorce Advisory
Pennsylvania
$323K +$332K +24,115 New
CP
66
Camelot Portfolios
Ohio
$315K -$200K -14,496 -38%
AWM
67
AE Wealth Management
Kansas
$314K
TAM
68
Todd Asset Management
Kentucky
$305K
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$291K -$33.6K -2,435 -10%
HKAM
70
Horizon Kinetics Asset Management
New York
$280K
IWA
71
IBEX Wealth Advisors
New Jersey
$279K +$165 +12 +0.1%
Truist Financial
72
Truist Financial
North Carolina
$276K -$148K -10,711 -34%
MAFM
73
Mid Atlantic Financial Management
Pennsylvania
$263K +$14.7K +1,063 +6%
GLA
74
Good Life Advisors
Pennsylvania
$253K
HighTower Advisors
75
HighTower Advisors
Illinois
$247K +$372 +27 +0.1%

EIM Hedge Fund Activity: Q3 2021 in Review

119 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2021, worth a combined $237M — down 9% from $261M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EIM and 9 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 40 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.54M. The largest seller was Karpus Investment Management, cutting an estimated $6.58M.

  • 119 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2021, down from 121 in Q2 2021.
  • Funds reported $237M of Eaton Vance Municipal Bond Fund stock for Q3 2021, down 9% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2021 was Citadel Advisors, an estimated $5.54M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2021 was Karpus Investment Management, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2021.