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EIM

Eaton Vance Municipal Bond Fund
EIM

117 hedge funds and large institutions have $262M invested in Eaton Vance Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

2.65% more ownership

Funds ownership: 37.96% → 40.61% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $272M → $262M (-$9.98M)

5% less funds holding

Funds holding: 123 → 117 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
38
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$10.5M
2
RCM
Rivernorth Capital Management
Florida
+$2.49M
3
SIA
Sit Investment Associates
Minnesota
+$2.25M
4
API
Advisor Partners II
California
+$1.79M
5
AA
AQR Arbitrage
Connecticut
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.28M
2
Morgan Stanley
Morgan Stanley
New York
-$2.06M
3
UBS Group
UBS Group
Switzerland
-$1.53M
4
BB
Busey Bank
Illinois
-$353K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
51
Eagle Bluffs Wealth Management
Missouri
$312K -$26.6K -2,752 -7%
Bank of America
52
Bank of America
North Carolina
$290K -$28.5K -2,941 -8%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$282K +$8.3K +857 +3%
PK
54
Pflug Koory
Nebraska
$254K – – –
Cohen & Steers
55
Cohen & Steers
New York
$251K +$29K +3,000 +12%
AMBIA
56
Allen Mooney & Barnes Investment Advisors
Georgia
$246K -$48.2K -4,978 -15%
LCM
57
Landscape Capital Management
New Jersey
$241K +$10.7K +1,103 +4%
ATPW
58
Ashton Thomas Private Wealth
Arizona
$228K – – –
FAG
59
Fortitude Advisory Group
Washington
$224K – – –
BPA
60
Beacon Pointe Advisors
California
$217K -$104K -10,716 -31%
WAAG
61
Wealth Alliance Advisory Group
Kansas
$205K +$221K +22,874 New
TAM
62
Todd Asset Management
Kentucky
$205K – – –
FFA
63
Farther Finance Advisors
California
$203K +$124K +12,836 +131%
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$202K – – –
KWM
65
Kingsview Wealth Management
Oregon
$194K -$35K -3,611 -14%
AWM
66
Axxcess Wealth Management
California
$187K +$3.87K +400 +2%
WFA
67
Wellspring Financial Advisors
Ohio
$186K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$181K +$1.68K +173 +0.9%
AWM
69
AE Wealth Management
Kansas
$178K – – –
GLA
70
Good Life Advisors
Pennsylvania
$170K – – –
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$165K -$1.38K -142 -0.8%
HKAM
72
Horizon Kinetics Asset Management
New York
$159K – – –
PFA
73
Petra Financial Advisors
Colorado
$152K – – –
Fisher Asset Management
74
Fisher Asset Management
Washington
$152K +$165K +17,000 New
ICMP
75
Integrated Capital Management (Pennsylvania)
Pennsylvania
$152K +$8.56K +884 +5%
1 2
3
4 5

EIM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2023, worth a combined $262M — down 3.7% from $272M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EIM and 9 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 38 added.

The largest buyer was Karpus Investment Management, adding an estimated $10.5M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.28M.

  • 117 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2023, down from 123 in Q2 2023.
  • Funds reported $262M of Eaton Vance Municipal Bond Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2023 and 14 closed out, a net change of -5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $10.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2023.