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EIM

Eaton Vance Municipal Bond Fund

137 hedge funds and large institutions have $271M invested in Eaton Vance Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $219M → $271M (+$52M)

4.75% more ownership

Funds ownership: 31.54%36.29% (+4.7%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% less funds holding

Funds holding: 139137 (-2)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
37
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
IBEX Wealth Advisors
New Jersey
$466K -$8.3K -839 -2%
SFS
52
Starfox Financial Services
Texas
$454K +$4.11K +416 +1%
EBWM
53
Eagle Bluffs Wealth Management
Missouri
$390K -$120K -12,171 -24%
AMBIA
54
Allen Mooney & Barnes Investment Advisors
Georgia
$336K -$84.5K -8,548 -21%
NFG
55
Nations Financial Group
Iowa
$335K +$198K +20,000 +163%
Bank of America
56
Bank of America
North Carolina
$313K -$332K -33,535 -53%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$306K +$65.5K +6,628 +29%
PK
58
Pflug Koory
Nebraska
$294K
LPL Financial
59
LPL Financial
California
$290K -$581K -58,755 -68%
AWM
60
AE Wealth Management
Kansas
$273K +$10.1K +1,021 +4%
KWM
61
Kingsview Wealth Management
Oregon
$266K
FAG
62
Fortitude Advisory Group
Washington
$260K
Cohen & Steers
63
Cohen & Steers
New York
$260K +$69.2K +7,000 +39%
BPA
64
Beacon Pointe Advisors
California
$251K -$283K -28,606 -54%
Brown Advisory
65
Brown Advisory
Maryland
$249K +$237K +24,000 New
TAM
66
Todd Asset Management
Kentucky
$237K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$220K -$215K -21,739 -51%
First Trust Advisors
68
First Trust Advisors
Illinois
$220K -$48.1K -4,867 -19%
LCM
69
Landscape Capital Management
New Jersey
$218K -$43.3K -4,381 -17%
WFA
70
Wellspring Financial Advisors
Ohio
$215K +$9.89K +1,000 +5%
AWM
71
Axxcess Wealth Management
California
$213K
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$212K -$8.63K -873 -4%
WAAG
73
Wealth Alliance Advisory Group
Kansas
$208K +$9.73K +984 +5%
HKAM
74
Horizon Kinetics Asset Management
New York
$197K -$8.86K -896 -5%
GLA
75
Good Life Advisors
Pennsylvania
$197K

EIM Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2022, worth a combined $271M — up 24% from $219M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIM positions and 22 closed out — a net gain of 1 holder — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $35.5M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.34M sold.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2022, down from 139 in Q3 2022.
  • Funds reported $271M of Eaton Vance Municipal Bond Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2022 and 22 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $35.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2022 was Fiera Capital (Canada), an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2022.