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EIM

Eaton Vance Municipal Bond Fund

137 hedge funds and large institutions have $271M invested in Eaton Vance Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $219M → $271M (+$52M)

4.75% more ownership

Funds ownership: 31.54%36.29% (+4.7%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% less funds holding

Funds holding: 139137 (-2)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
37
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
76
International Assets Investment Management
Florida
$189K +$180K +18,211 New
ATC
77
Argent Trust Co
Tennessee
$183K +$174K +17,617 New
MA
78
Mutual Advisors
Nebraska
$180K -$32.2K -3,256 -16%
PFA
79
Petra Financial Advisors
Colorado
$177K +$168K +17,000 New
SPIA
80
Steward Partners Investment Advisory
New York
$176K -$6.32K -639 -4%
Northern Trust
81
Northern Trust
Illinois
$172K +$28.7K +2,904 +21%
ICMP
82
Integrated Capital Management (Pennsylvania)
Pennsylvania
$164K -$11.5K -1,163 -7%
UCFA
83
United Capital Financial Advisors
Texas
$163K
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$161K -$49.4K -5,000 -24%
IAA
85
Ironsides Asset Advisors
North Carolina
$154K +$146K +14,795 New
HA
86
HFG Advisors
Ohio
$149K
SCA
87
SMH Capital Advisors
Texas
$136K +$930 +94 +0.7%
Cerity Partners
88
Cerity Partners
New York
$132K +$13.7K +1,389 +12%
RIA
89
Realta Investment Advisors
Delaware
$130K
IIM
90
InTrack Investment Management
Vermont
$125K
AllianceBernstein
91
AllianceBernstein
Tennessee
$124K
RJT
92
Raymond James Trust
Florida
$119K -$9.89K -1,000 -8%
WS
93
Wedbush Securities
California
$119K
CWA
94
Centennial Wealth Advisory
Michigan
$118K
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$112K -$59 -6 -0.1%
LIG
96
Lokken Investment Group
Delaware
$107K
RPCA
97
Running Point Capital Advisors
California
$104K
USCWA
98
U.S. Capital Wealth Advisors
Texas
$75.1K +$71.5K +7,231 New
ASN
99
Advisory Services Network
Georgia
$72.6K +$69.1K +6,987 New
BFEC
100
Benjamin F. Edwards & Company
Missouri
$66K

EIM Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2022, worth a combined $271M — up 24% from $219M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIM positions and 22 closed out — a net gain of 1 holder — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $35.5M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.34M sold.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2022, down from 139 in Q3 2022.
  • Funds reported $271M of Eaton Vance Municipal Bond Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2022 and 22 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $35.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2022 was Fiera Capital (Canada), an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2022.