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EIM

Eaton Vance Municipal Bond Fund
EIM

120 hedge funds and large institutions have $275M invested in Eaton Vance Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $271M → $275M (+$4.16M)

0.69% more ownership

Funds ownership: 36.29% → 36.98% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less funds holding

Funds holding: 137 → 120 (-17)

65% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 23

Holders
120
Holders Change
-17
Holders Change %
-12.41%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
35
Reduced
33
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.99M
2
AWA
Arete Wealth Advisors
Illinois
+$3.01M
3
BI
Bramshill Investments
Florida
+$2.12M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.97M
5
SIA
Sit Investment Associates
Minnesota
+$1.73M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.84M
2
RVPG
Relative Value Partners Group
-$2.82M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.71M
4
RCM
Rivernorth Capital Management
Florida
-$1.42M
5
PWP
Private Wealth Partners
California
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
76
HFG Advisors
Ohio
$149K – – –
IAA
77
Ironsides Asset Advisors
North Carolina
$146K -$7.84K -765 -5%
RJT
78
Raymond James Trust
Florida
$137K +$17.4K +1,700 +15%
SCA
79
SMH Capital Advisors
Texas
$134K -$861 -84 -0.6%
Cerity Partners
80
Cerity Partners
New York
$131K – – –
RIA
81
Realta Investment Advisors
Delaware
$130K -$595 -58 -0.5%
ATPW
82
Ashton Thomas Private Wealth
Arizona
$125K +$123K +12,026 New
AllianceBernstein
83
AllianceBernstein
Tennessee
$124K – – –
WS
84
Wedbush Securities
California
$120K – – –
CWA
85
Centennial Wealth Advisory
Michigan
$118K – – –
AF
86
Advisornet Financial
Minnesota
$109K -$372K -36,234 -78%
LIG
87
Lokken Investment Group
Delaware
$107K – – –
Nomura Holdings
88
Nomura Holdings
Japan
$104K +$103K +10,000 New
ASN
89
Advisory Services Network
Georgia
$72.7K +$62 +6 +0.1%
BFEC
90
Benjamin F. Edwards & Company
Missouri
$67K – – –
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
$62.9K – – –
BAM
92
Belpointe Asset Management
Nevada
$48.2K – – –
CT
93
Caldwell Trust
Florida
$41.7K – – –
PCTC
94
Perkins Coie Trust Company
Washington
$41.6K – – –
SIC
95
SJS Investment Consulting
Ohio
$39.9K +$410 +40 +1%
GWM
96
Geneos Wealth Management
Colorado
$38.5K – – –
NSIM
97
North Star Investment Management
Illinois
$29.5K – – –
MRCM
98
M&R Capital Management
New Jersey
$23.1K – – –
HCM
99
Hollencrest Capital Management
California
$20.8K – – –
PFBT
100
Parkside Financial Bank & Trust
Missouri
$19.5K +$19.2K +1,875 New
2 3
4
5 6

EIM Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2023, worth a combined $275M — up 1.5% from $271M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of EIM and 8 opened new positions — a net loss of 15 holders — while 33 trimmed existing stakes and 35 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.99M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.

  • 120 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $275M of Eaton Vance Municipal Bond Fund stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2023 and 23 closed out, a net change of -15 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.99M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2023 was Morgan Stanley, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2023.