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EIM

Eaton Vance Municipal Bond Fund
EIM

143 hedge funds and large institutions have $234M invested in Eaton Vance Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

20% more funds holding

Funds holding: 119 → 143 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.73% less ownership

Funds ownership: 24.68% → 23.95% (-0.73%)

2% less capital invested

Capital invested by funds: $237M → $234M (-$3.66M)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
44
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.25M
2
PPA
Parametric Portfolio Associates
Washington
+$1.68M
3
BI
Bramshill Investments
Florida
+$1.63M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.42M
5
AWA
Arete Wealth Advisors
Illinois
+$972K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$9.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.09M
3
Wells Fargo
Wells Fargo
California
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
RVPG
Relative Value Partners Group
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
76
Evoke Wealth
California
$244K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$244K +$15.6K +1,164 +7%
HIM
78
Hanlon Investment Management
New Jersey
$236K – – –
RIG
79
Ramiah Investment Group
Wisconsin
$234K +$4.17K +311 +2%
UCFA
80
United Capital Financial Advisors
Texas
$212K +$58.1K +4,330 +38%
ICMP
81
Integrated Capital Management (Pennsylvania)
Pennsylvania
$211K +$16.3K +1,219 +9%
AA
82
AlphaCentric Advisors
Puerto Rico
$204K -$129K -9,600 -39%
WAAG
83
Wealth Alliance Advisory Group
Kansas
$201K +$10K +748 +5%
RJT
84
Raymond James Trust
Florida
$198K +$28.2K +2,100 +17%
HA
85
HFG Advisors
Ohio
$195K +$192K +14,328 New
SCA
86
SMH Capital Advisors
Texas
$192K +$1.29K +96 +0.7%
PAG
87
Private Advisor Group
New Jersey
$180K +$17.2K +1,281 +11%
HJGA
88
Hardman Johnston Global Advisors
Connecticut
$178K – – –
Lido Advisors
89
Lido Advisors
California
$177K -$50.4K -3,760 -22%
RIA
90
Realta Investment Advisors
Delaware
$172K -$456 -34 -0.3%
FLPIM
91
F.L. Putnam Investment Management
Massachusetts
$165K +$163K +12,173 New
AllianceBernstein
92
AllianceBernstein
Tennessee
$163K – – –
IIM
93
InTrack Investment Management
Vermont
$163K +$161K +12,000 New
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$162K +$160K +11,922 New
SWM
95
Spire Wealth Management
Virginia
$160K – – –
WS
96
Wedbush Securities
California
$156K – – –
OC
97
Oppenheimer & Co
New York
$155K +$153K +11,425 New
CCFM
98
Clear Creek Financial Management
Washington
$147K +$145K +10,800 New
MGIA
99
Moneta Group Investment Advisors
Missouri
$146K -$148 -11 -0.1%
EB
100
Eastern Bank
Massachusetts
$140K – – –
2 3
4
5 6

EIM Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2021, worth a combined $234M — down 1.5% from $237M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EIM positions and 7 closed out — a net gain of 26 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.25M. The largest seller was Karpus Investment Management, cutting an estimated $9.74M.

  • 143 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2021, up from 119 in Q3 2021.
  • Funds reported $234M of Eaton Vance Municipal Bond Fund stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +26 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.25M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2021.