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EIM

Eaton Vance Municipal Bond Fund
EIM

143 hedge funds and large institutions have $234M invested in Eaton Vance Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

20% more funds holding

Funds holding: 119 → 143 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.73% less ownership

Funds ownership: 24.68% → 23.95% (-0.73%)

2% less capital invested

Capital invested by funds: $237M → $234M (-$3.66M)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
44
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.25M
2
PPA
Parametric Portfolio Associates
Washington
+$1.68M
3
BI
Bramshill Investments
Florida
+$1.63M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.42M
5
AWA
Arete Wealth Advisors
Illinois
+$972K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$9.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.09M
3
Wells Fargo
Wells Fargo
California
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
RVPG
Relative Value Partners Group
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$596K -$444K -33,078 -43%
SFS
52
Starfox Financial Services
Texas
$564K +$603K +44,946 New
AF
53
Advisornet Financial
Minnesota
$563K +$20.1K +1,500 +4%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$558K +$130K +9,711 +31%
Cohen & Steers
55
Cohen & Steers
New York
$453K – – –
DAS
56
Dynamic Advisor Solutions
Arizona
$453K +$71.4K +5,324 +19%
CP
57
Camelot Portfolios
Ohio
$428K +$107K +7,964 +34%
PK
58
Pflug Koory
Nebraska
$385K – – –
SIA
59
Sit Investment Associates
Minnesota
$377K – – –
BPA
60
Beacon Pointe Advisors
California
$359K -$5.95K -444 -2%
AWS
61
AJ Wealth Strategies
New York
$359K – – –
FAG
62
Fortitude Advisory Group
Washington
$350K +$346K +25,787 New
KWM
63
Kingsview Wealth Management
Oregon
$348K – – –
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$329K +$33.2K +2,475 +11%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$323K -$26.9K -2,003 -8%
STA
66
Summit Trail Advisors
New York
$321K -$807K -60,163 -72%
HSA
67
HBK Sorce Advisory
Pennsylvania
$320K -$6.93K -517 -2%
AWM
68
AE Wealth Management
Kansas
$318K – – –
TAM
69
Todd Asset Management
Kentucky
$310K – – –
HKAM
70
Horizon Kinetics Asset Management
New York
$285K – – –
Truist Financial
71
Truist Financial
North Carolina
$279K – – –
AWM
72
Axxcess Wealth Management
California
$278K +$274K +20,456 New
NA
73
NewEdge Advisors
Louisiana
$271K +$268K +19,975 New
GLA
74
Good Life Advisors
Pennsylvania
$257K – – –
HighTower Advisors
75
HighTower Advisors
Illinois
$252K +$979 +73 +0.4%
1 2
3
4 5

EIM Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2021, worth a combined $234M — down 1.5% from $237M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EIM positions and 7 closed out — a net gain of 26 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.25M. The largest seller was Karpus Investment Management, cutting an estimated $9.74M.

  • 143 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2021, up from 119 in Q3 2021.
  • Funds reported $234M of Eaton Vance Municipal Bond Fund stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +26 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.25M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2021.