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EIM

Eaton Vance Municipal Bond Fund
EIM

139 hedge funds and large institutions have $219M invested in Eaton Vance Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 134 → 139 (+5)

2.5% more ownership

Funds ownership: 29.04% → 31.54% (+2.5%)

2% less capital invested

Capital invested by funds: $223M → $219M (-$4.02M)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
38
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$7.4M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.74M
3
AWA
Arete Wealth Advisors
Illinois
+$2.66M
4
JWA
JFS Wealth Advisors
Pennsylvania
+$2.47M
5
KIM
Karpus Investment Management
New York
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$2.92M
2
BI
Bramshill Investments
Florida
-$2.45M
3
Morgan Stanley
Morgan Stanley
New York
-$1.4M
4
PWP
Private Wealth Partners
California
-$389K
5
RCM
Rivernorth Capital Management
Florida
-$361K
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
76
Horizon Kinetics Asset Management
New York
$192K – – –
WFA
77
Wellspring Financial Advisors
Ohio
$191K – – –
WAAG
78
Wealth Alliance Advisory Group
Kansas
$184K +$37.3K +3,500 +23%
GLA
79
Good Life Advisors
Pennsylvania
$183K – – –
CP
80
Camelot Portfolios
Ohio
$182K -$68.6K -6,427 -25%
Cohen & Steers
81
Cohen & Steers
New York
$174K +$192K +18,000 New
SPIA
82
Steward Partners Investment Advisory
New York
$170K -$7.69K -721 -4%
RIG
83
Ramiah Investment Group
Wisconsin
$170K +$42.5K +3,987 +29%
ICMP
84
Integrated Capital Management (Pennsylvania)
Pennsylvania
$164K -$789 -74 -0.4%
UCFA
85
United Capital Financial Advisors
Texas
$151K – – –
Truist Financial
86
Truist Financial
North Carolina
$148K +$27.8K +2,605 +20%
KAS
87
Kestra Advisory Services
Texas
$145K +$160K +15,005 New
HA
88
HFG Advisors
Ohio
$139K – – –
HJGA
89
Hardman Johnston Global Advisors
Connecticut
$127K – – –
SCA
90
SMH Capital Advisors
Texas
$126K -$523 -49 -0.4%
WAM
91
WNY Asset Management
New York
$121K -$123K -11,505 -48%
RIA
92
Realta Investment Advisors
Delaware
$121K -$1.61K -151 -1%
RJT
93
Raymond James Trust
Florida
$121K – – –
NFG
94
Nations Financial Group
Iowa
$118K +$21.4K +2,008 +20%
AllianceBernstein
95
AllianceBernstein
Tennessee
$116K – – –
IIM
96
InTrack Investment Management
Vermont
$116K – – –
WS
97
Wedbush Securities
California
$111K – – –
CWA
98
Centennial Wealth Advisory
Michigan
$110K – – –
Cerity Partners
99
Cerity Partners
New York
$109K +$121K +11,311 New
LNWWM
100
Laird Norton Wetherby Wealth Management
California
$108K – – –
2 3
4
5 6

EIM Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2022, worth a combined $219M — down 1.8% from $223M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EIM positions and 12 closed out — a net gain of 5 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $7.4M. The largest seller was Relative Value Partners Group, cutting an estimated $2.92M.

  • 139 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $219M of Eaton Vance Municipal Bond Fund stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2022 and 12 closed out, a net change of +5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $7.4M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2022 was Relative Value Partners Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2022.