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EIM

Eaton Vance Municipal Bond Fund
EIM

134 hedge funds and large institutions have $223M invested in Eaton Vance Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $208M → $223M (+$15.2M)

3.85% more ownership

Funds ownership: 25.19% → 29.04% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

2% less funds holding

Funds holding: 137 → 134 (-3)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
37
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.7M
2
BI
Bramshill Investments
Florida
+$11.4M
3
KIM
Karpus Investment Management
New York
+$10.9M
4
WANY
Wealthspire Advisors (New York)
New York
+$3.46M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.67M

Top Sellers

1
JWA
JFS Wealth Advisors
Pennsylvania
-$3.44M
2
AWA
Arete Wealth Advisors
Illinois
-$2.39M
3
AFS
Access Financial Services
Minnesota
-$1.74M
4
LB
Leo Brokerage
Texas
-$1.68M
5
Wells Fargo
Wells Fargo
California
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$373K -$87.6K -8,090 -19%
AF
52
Advisornet Financial
Minnesota
$329K +$265K +24,490 +393%
PK
53
Pflug Koory
Nebraska
$303K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$303K +$23.1K +2,133 +8%
LCM
55
Landscape Capital Management
New Jersey
$292K -$129K -11,912 -30%
KWM
56
Kingsview Wealth Management
Oregon
$274K – – –
CP
57
Camelot Portfolios
Ohio
$270K -$28.8K -2,661 -10%
FAG
58
Fortitude Advisory Group
Washington
$268K – – –
AWM
59
AE Wealth Management
Kansas
$266K -$20.3K -1,870 -7%
DAS
60
Dynamic Advisor Solutions
Arizona
$265K +$3.24K +299 +1%
WAM
61
WNY Asset Management
New York
$259K +$261K +24,066 New
TAM
62
Todd Asset Management
Kentucky
$244K – – –
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$240K -$6.04K -558 -2%
SIA
64
Sit Investment Associates
Minnesota
$239K -$58.1K -5,360 -19%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$220K -$486K -44,884 -69%
AWM
66
Axxcess Wealth Management
California
$219K – – –
HKAM
67
Horizon Kinetics Asset Management
New York
$212K -$12K -1,105 -5%
WFA
68
Wellspring Financial Advisors
Ohio
$211K +$214K +19,736 New
GLA
69
Good Life Advisors
Pennsylvania
$203K – – –
SPIA
70
Steward Partners Investment Advisory
New York
$196K +$704 +65 +0.4%
JF
71
Jump Financial
Illinois
$186K +$189K +17,419 New
ICMP
72
Integrated Capital Management (Pennsylvania)
Pennsylvania
$182K +$11K +1,018 +6%
UCFA
73
United Capital Financial Advisors
Texas
$167K – – –
WAAG
74
Wealth Alliance Advisory Group
Kansas
$166K +$3.42K +316 +2%
STA
75
Summit Trail Advisors
New York
$164K -$52.5K -4,850 -24%
1 2
3
4 5

EIM Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2022, worth a combined $223M — up 7.3% from $208M a quarter earlier.

Fund positioning in EIM was balanced in Q2 2022: 16 funds opened new positions, 16 closed out, 37 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was JFS Wealth Advisors, cutting an estimated $3.44M.

  • 134 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2022, down from 137 in Q1 2022.
  • Funds reported $223M of Eaton Vance Municipal Bond Fund stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2022 and 16 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2022 was Morgan Stanley, an estimated $15.7M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2022 was JFS Wealth Advisors, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2022.