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EIM

Eaton Vance Municipal Bond Fund
EIM

120 hedge funds and large institutions have $275M invested in Eaton Vance Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $271M → $275M (+$4.16M)

0.69% more ownership

Funds ownership: 36.29% → 36.98% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less funds holding

Funds holding: 137 → 120 (-17)

65% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 23

Holders
120
Holders Change
-17
Holders Change %
-12.41%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
35
Reduced
33
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.99M
2
AWA
Arete Wealth Advisors
Illinois
+$3.01M
3
BI
Bramshill Investments
Florida
+$2.12M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.97M
5
SIA
Sit Investment Associates
Minnesota
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.84M
2
RVPG
Relative Value Partners Group
-$2.82M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.71M
4
RCM
Rivernorth Capital Management
Florida
-$1.42M
5
PWP
Private Wealth Partners
California
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
51
Mackay Shields LLC
New York
$303K -$319K -31,086 -52%
PK
52
Pflug Koory
Nebraska
$295K – – –
KWM
53
Kingsview Wealth Management
Oregon
$267K – – –
FAG
54
Fortitude Advisory Group
Washington
$260K – – –
Cohen & Steers
55
Cohen & Steers
New York
$260K – – –
AWM
56
AE Wealth Management
Kansas
$259K -$13.8K -1,342 -5%
BPA
57
Beacon Pointe Advisors
California
$252K +$1.17K +114 +0.5%
JP Morgan Chase
58
JP Morgan Chase
New York
$243K +$239K +23,291 New
TAM
59
Todd Asset Management
Kentucky
$237K – – –
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$230K +$16.7K +1,629 +8%
LCM
61
Landscape Capital Management
New Jersey
$217K -$1.13K -110 -0.5%
WFA
62
Wellspring Financial Advisors
Ohio
$216K – – –
AWM
63
Axxcess Wealth Management
California
$213K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$210K +$33.2K +3,240 +19%
First Trust Advisors
65
First Trust Advisors
Illinois
$210K -$10.1K -985 -5%
WAAG
66
Wealth Alliance Advisory Group
Kansas
$208K – – –
GLA
67
Good Life Advisors
Pennsylvania
$197K – – –
HKAM
68
Horizon Kinetics Asset Management
New York
$184K -$12.9K -1,262 -7%
PFA
69
Petra Financial Advisors
Colorado
$177K – – –
RFC
70
Regions Financial Corp
Alabama
$166K +$164K +16,000 New
UCFA
71
United Capital Financial Advisors
Texas
$163K – – –
LFAS
72
Level Four Advisory Services
Texas
$155K +$153K +14,912 New
ICMP
73
Integrated Capital Management (Pennsylvania)
Pennsylvania
$155K -$24.4K -2,381 -15%
Northern Trust
74
Northern Trust
Illinois
$152K -$19.5K -1,904 -12%
MA
75
Mutual Advisors
Nebraska
$150K -$29.4K -2,869 -17%
1 2
3
4 5

EIM Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2023, worth a combined $275M — up 1.5% from $271M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of EIM and 8 opened new positions — a net loss of 15 holders — while 33 trimmed existing stakes and 35 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.99M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.

  • 120 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $275M of Eaton Vance Municipal Bond Fund stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2023 and 23 closed out, a net change of -15 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.99M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2023 was Morgan Stanley, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2023.