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EIM

Eaton Vance Municipal Bond Fund
EIM

123 hedge funds and large institutions have $272M invested in Eaton Vance Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 120 → 123 (+3)

0.99% more ownership

Funds ownership: 36.98% → 37.96% (+0.99%)

1% less capital invested

Capital invested by funds: $275M → $272M (-$3.58M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.8M
2
RCM
Rivernorth Capital Management
Florida
+$2.12M
3
GC
Guggenheim Capital
Illinois
+$1.62M
4
SIA
Sit Investment Associates
Minnesota
+$1.09M
5
BI
Bramshill Investments
Florida
+$903K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.4M
2
UBS Group
UBS Group
Switzerland
-$486K
3
GAMC
Garner Asset Management Corp
Texas
-$463K
4
MFG
Merit Financial Group
Georgia
-$379K
5
MSL
Mackay Shields LLC
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
51
Allen Mooney & Barnes Investment Advisors
Georgia
$323K +$221 +22 +0.1%
NFG
52
Nations Financial Group
Iowa
$321K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$305K +$13.7K +1,361 +5%
PK
54
Pflug Koory
Nebraska
$282K – – –
LCM
55
Landscape Capital Management
New Jersey
$256K +$49.4K +4,911 +24%
ATPW
56
Ashton Thomas Private Wealth
Arizona
$253K +$135K +13,416 +112%
KWM
57
Kingsview Wealth Management
Oregon
$251K -$3.68K -366 -1%
FAG
58
Fortitude Advisory Group
Washington
$249K – – –
Cohen & Steers
59
Cohen & Steers
New York
$249K – – –
TAM
60
Todd Asset Management
Kentucky
$227K – – –
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$224K +$227K +22,536 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$217K +$190K +18,872 New
WFA
63
Wellspring Financial Advisors
Ohio
$206K – – –
AWM
64
Axxcess Wealth Management
California
$204K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$199K -$1.99K -198 -1%
AWM
66
AE Wealth Management
Kansas
$198K -$50.7K -5,034 -20%
Nomura Holdings
67
Nomura Holdings
Japan
$190K +$91.6K +9,100 +91%
GLA
68
Good Life Advisors
Pennsylvania
$188K – – –
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$184K -$35.6K -3,542 -16%
First Trust Advisors
70
First Trust Advisors
Illinois
$177K -$24.3K -2,412 -12%
HKAM
71
Horizon Kinetics Asset Management
New York
$176K – – –
PFA
72
Petra Financial Advisors
Colorado
$169K – – –
ICMP
73
Integrated Capital Management (Pennsylvania)
Pennsylvania
$160K +$26.6K +2,639 +20%
KAS
74
Kestra Advisory Services
Texas
$160K +$161K +16,031 New
UCFA
75
United Capital Financial Advisors
Texas
$156K – – –
1 2
3
4 5

EIM Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2023, worth a combined $272M — down 1.3% from $275M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EIM positions and 11 closed out — a net gain of 3 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.8M. The largest seller was Morgan Stanley, cutting an estimated $4.4M.

  • 123 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $272M of Eaton Vance Municipal Bond Fund stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2023.