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EIM

Eaton Vance Municipal Bond Fund
EIM

137 hedge funds and large institutions have $208M invested in Eaton Vance Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

1.24% more ownership

Funds ownership: 23.95% → 25.19% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 143 → 137 (-6)

11% less capital invested

Capital invested by funds: $234M → $208M (-$25.6M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
51
Reduced
25
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$4.19M
2
KIM
Karpus Investment Management
New York
+$3.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.41M
4
LWA
Lenox Wealth Advisors
New York
+$1.86M
5
AWA
Arete Wealth Advisors
Illinois
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$12.9M
2
Stifel Financial
Stifel Financial
Missouri
-$1.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
RVPG
Relative Value Partners Group
-$684K
5
Cohen & Steers
Cohen & Steers
New York
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
51
Jacobi Capital Management
Pennsylvania
$554K – – –
EBWM
52
Eagle Bluffs Wealth Management
Missouri
$538K +$573K +46,802 New
SFS
53
Starfox Financial Services
Texas
$500K +$8.08K +660 +1%
First Trust Advisors
54
First Trust Advisors
Illinois
$493K -$87.9K -7,180 -14%
WANY
55
Wealthspire Advisors (New York)
New York
$471K -$73.5K -6,005 -13%
AMBIA
56
Allen Mooney & Barnes Investment Advisors
Georgia
$470K +$500K +40,881 New
LCM
57
Landscape Capital Management
New Jersey
$450K +$479K +39,159 New
BPA
58
Beacon Pointe Advisors
California
$429K +$133K +10,833 +41%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$416K +$442K +36,137 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$364K +$357K +29,161 New
PK
61
Pflug Koory
Nebraska
$326K – – –
CP
62
Camelot Portfolios
Ohio
$321K -$44.1K -3,604 -11%
SIA
63
Sit Investment Associates
Minnesota
$319K – – –
AWM
64
AE Wealth Management
Kansas
$307K +$40.1K +3,280 +14%
Truist Financial
65
Truist Financial
North Carolina
$306K +$73.7K +6,023 +29%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$301K +$29.2K +2,387 +10%
KWM
67
Kingsview Wealth Management
Oregon
$295K -$24 -2 -0%
FAG
68
Fortitude Advisory Group
Washington
$288K -$9.18K -750 -3%
DAS
69
Dynamic Advisor Solutions
Arizona
$282K -$109K -8,878 -27%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$264K -$15.5K -1,265 -5%
TAM
71
Todd Asset Management
Kentucky
$263K – – –
Invesco
72
Invesco
Georgia
$243K -$278K -22,731 -52%
HKAM
73
Horizon Kinetics Asset Management
New York
$241K – – –
RIG
74
Ramiah Investment Group
Wisconsin
$239K +$43.7K +3,572 +21%
LSC
75
Logan Stone Capital
Illinois
$237K +$252K +20,613 New
1 2
3
4 5

EIM Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2022, worth a combined $208M — down 11% from $234M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EIM and 23 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 51 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.19M. The largest seller was Bramshill Investments, cutting an estimated $12.9M.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $208M of Eaton Vance Municipal Bond Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2022 and 25 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $4.19M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2022 was Bramshill Investments, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2022.