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EIM

Eaton Vance Municipal Bond Fund
EIM

139 hedge funds and large institutions have $219M invested in Eaton Vance Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 134 → 139 (+5)

2.5% more ownership

Funds ownership: 29.04% → 31.54% (+2.5%)

2% less capital invested

Capital invested by funds: $223M → $219M (-$4.02M)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
38
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.4M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.74M
3
AWA
Arete Wealth Advisors
Illinois
+$2.66M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$2.47M
5
KIM
Karpus Investment Management
New York
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$2.92M
2
BI
Bramshill Investments
Florida
-$2.45M
3
Morgan Stanley
Morgan Stanley
New York
-$1.4M
4
PWP
Private Wealth Partners
California
-$389K
5
RCM
Rivernorth Capital Management
Florida
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
51
Eagle Bluffs Wealth Management
Missouri
$482K +$31.4K +2,940 +6%
AF
52
Advisornet Financial
Minnesota
$468K +$188K +17,669 +58%
JCM
53
Jacobi Capital Management
Pennsylvania
$465K -$1.88K -176 -0.4%
IWA
54
IBEX Wealth Advisors
New Jersey
$442K -$43.3K -4,056 -8%
SFS
55
Starfox Financial Services
Texas
$419K -$24.8K -2,325 -5%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$416K +$458K +42,950 New
AMBIA
57
Allen Mooney & Barnes Investment Advisors
Georgia
$396K +$245 +23 +0.1%
WAM
58
Wolverine Asset Management
Illinois
$296K +$327K +30,634 New
PK
59
Pflug Koory
Nebraska
$274K – – –
LSC
60
Logan Stone Capital
Illinois
$255K +$281K +26,318 New
First Trust Advisors
61
First Trust Advisors
Illinois
$252K -$93.8K -8,793 -25%
KWM
62
Kingsview Wealth Management
Oregon
$248K – – –
MC
63
Moors & Cabot
Massachusetts
$248K +$273K +25,579 New
LCM
64
Landscape Capital Management
New Jersey
$245K -$20.2K -1,890 -7%
Invesco
65
Invesco
Georgia
$245K +$270K +25,333 New
AWM
66
AE Wealth Management
Kansas
$244K +$3.99K +374 +2%
FAG
67
Fortitude Advisory Group
Washington
$242K – – –
STA
68
Summit Trail Advisors
New York
$239K +$99.9K +9,369 +61%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$221K -$58.6K -5,493 -19%
TAM
70
Todd Asset Management
Kentucky
$221K – – –
DAS
71
Dynamic Advisor Solutions
Arizona
$219K -$22.9K -2,149 -9%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$206K -$11.7K -1,094 -5%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$199K – – –
MA
74
Mutual Advisors
Nebraska
$199K +$58.7K +5,500 +37%
AWM
75
Axxcess Wealth Management
California
$198K – – –
1 2
3
4 5

EIM Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2022, worth a combined $219M — down 1.8% from $223M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EIM positions and 12 closed out — a net gain of 5 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $7.4M. The largest seller was Relative Value Partners Group, cutting an estimated $2.92M.

  • 139 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $219M of Eaton Vance Municipal Bond Fund stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2022 and 12 closed out, a net change of +5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $7.4M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2022 was Relative Value Partners Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2022.