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EIM

Eaton Vance Municipal Bond Fund
EIM

134 hedge funds and large institutions have $223M invested in Eaton Vance Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $208M → $223M (+$15.2M)

3.85% more ownership

Funds ownership: 25.19% → 29.04% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

2% less funds holding

Funds holding: 137 → 134 (-3)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
37
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.7M
2
BI
Bramshill Investments
Florida
+$11.4M
3
KIM
Karpus Investment Management
New York
+$10.9M
4
WANY
Wealthspire Advisors (New York)
New York
+$3.46M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.67M

Top Sellers

1
JWA
JFS Wealth Advisors
Pennsylvania
-$3.44M
2
AWA
Arete Wealth Advisors
Illinois
-$2.39M
3
AFS
Access Financial Services
Minnesota
-$1.74M
4
LB
Leo Brokerage
Texas
-$1.68M
5
Wells Fargo
Wells Fargo
California
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
76
Nomura Holdings
Japan
$161K +$162K +15,000 New
RCA
77
Resonant Capital Advisors
Wisconsin
$161K +$162K +15,000 New
MA
78
Mutual Advisors
Nebraska
$161K +$163K +15,035 New
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$159K -$230K -21,233 -59%
HA
80
HFG Advisors
Ohio
$153K – – –
RIG
81
Ramiah Investment Group
Wisconsin
$145K -$78.5K -7,242 -35%
SCA
82
SMH Capital Advisors
Texas
$140K -$12.4K -1,147 -8%
HJGA
83
Hardman Johnston Global Advisors
Connecticut
$140K – – –
RIA
84
Realta Investment Advisors
Delaware
$137K +$11 +1 +0%
Truist Financial
85
Truist Financial
North Carolina
$136K -$150K -13,882 -52%
RJT
86
Raymond James Trust
Florida
$133K -$22.7K -2,100 -14%
PAG
87
Private Advisor Group
New Jersey
$131K -$32.5K -3,000 -20%
AllianceBernstein
88
AllianceBernstein
Tennessee
$128K – – –
IIM
89
InTrack Investment Management
Vermont
$128K – – –
WS
90
Wedbush Securities
California
$123K – – –
CWA
91
Centennial Wealth Advisory
Michigan
$121K +$123K +11,323 New
JWCA
92
J.W. Cole Advisors
Florida
$119K -$1.33K -123 -1%
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$119K – – –
CAG
94
Csenge Advisory Group
Florida
$119K +$121K +11,125 New
ICG
95
InterOcean Capital Group
Tennessee
$118K – – –
IAA
96
Ironsides Asset Advisors
North Carolina
$111K +$112K +10,348 New
EB
97
Eastern Bank
Massachusetts
$110K – – –
LIG
98
Lokken Investment Group
Delaware
$110K – – –
NFG
99
Nations Financial Group
Iowa
$109K – – –
RPCA
100
Running Point Capital Advisors
California
$107K – – –
2 3
4
5 6

EIM Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2022, worth a combined $223M — up 7.3% from $208M a quarter earlier.

Fund positioning in EIM was balanced in Q2 2022: 16 funds opened new positions, 16 closed out, 37 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was JFS Wealth Advisors, cutting an estimated $3.44M.

  • 134 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2022, down from 137 in Q1 2022.
  • Funds reported $223M of Eaton Vance Municipal Bond Fund stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2022 and 16 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2022 was Morgan Stanley, an estimated $15.7M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2022 was JFS Wealth Advisors, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2022.