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EIM

Eaton Vance Municipal Bond Fund
EIM

119 hedge funds and large institutions have $237M invested in Eaton Vance Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 121 → 119 (-2)

1.82% less ownership

Funds ownership: 26.51% → 24.68% (-1.8%)

9% less capital invested

Capital invested by funds: $261M → $237M (-$23.4M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
40
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.54M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.35M
3
BI
Bramshill Investments
Florida
+$1.77M
4
UBS Group
UBS Group
Switzerland
+$1.07M
5
BB
Busey Bank
Illinois
+$433K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.58M
2
PPA
Parametric Portfolio Associates
Washington
-$5.79M
3
1CP
1607 Capital Partners
Virginia
-$5.28M
4
MSL
Mackay Shields LLC
New York
-$2.65M
5
RVPG
Relative Value Partners Group
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
76
Evoke Wealth
California
$240K – – –
HIM
77
Hanlon Investment Management
New Jersey
$233K – – –
RIG
78
Ramiah Investment Group
Wisconsin
$226K +$233K +16,887 New
Lido Advisors
79
Lido Advisors
California
$225K – – –
SPIA
80
Steward Partners Investment Advisory
New York
$225K +$10.1K +731 +5%
ICMP
81
Integrated Capital Management (Pennsylvania)
Pennsylvania
$191K +$31.7K +2,296 +19%
WAAG
82
Wealth Alliance Advisory Group
Kansas
$188K – – –
SCA
83
SMH Capital Advisors
Texas
$188K +$1.3K +94 +0.7%
HJGA
84
Hardman Johnston Global Advisors
Connecticut
$176K – – –
RIA
85
Realta Investment Advisors
Delaware
$170K +$758 +55 +0.4%
RJT
86
Raymond James Trust
Florida
$167K – – –
AllianceBernstein
87
AllianceBernstein
Tennessee
$160K – – –
PAG
88
Private Advisor Group
New Jersey
$160K +$165K +11,971 New
SWM
89
Spire Wealth Management
Virginia
$157K +$13.8K +1,000 +9%
WS
90
Wedbush Securities
California
$154K – – –
UCFA
91
United Capital Financial Advisors
Texas
$151K – – –
BRWA
92
B. Riley Wealth Advisors
Florida
$145K +$145K +10,548 New
MGIA
93
Moneta Group Investment Advisors
Missouri
$144K +$221 +16 +0.1%
EB
94
Eastern Bank
Massachusetts
$138K +$142K +10,300 New
WP
95
WealthSource Partners
California
$136K +$140K +10,189 New
CG
96
Clarus Group
Texas
$134K – – –
US Bancorp
97
US Bancorp
Minnesota
$94K – – –
GWM
98
Geneos Wealth Management
Colorado
$72K – – –
FF
99
FourThought Financial
Florida
$63K – – –
CFB
100
Cullen/Frost Bankers
Texas
$59K – – –
2 3
4
5 6

EIM Hedge Fund Activity: Q3 2021 in Review

119 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2021, worth a combined $237M — down 9% from $261M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EIM and 9 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 40 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.54M. The largest seller was Karpus Investment Management, cutting an estimated $6.58M.

  • 119 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2021, down from 121 in Q2 2021.
  • Funds reported $237M of Eaton Vance Municipal Bond Fund stock for Q3 2021, down 9% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2021 was Citadel Advisors, an estimated $5.54M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2021 was Karpus Investment Management, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2021.