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EIM

Eaton Vance Municipal Bond Fund
EIM

123 hedge funds and large institutions have $272M invested in Eaton Vance Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 120 → 123 (+3)

0.99% more ownership

Funds ownership: 36.98% → 37.96% (+0.99%)

1% less capital invested

Capital invested by funds: $275M → $272M (-$3.58M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.8M
2
RCM
Rivernorth Capital Management
Florida
+$2.12M
3
GC
Guggenheim Capital
Illinois
+$1.62M
4
SIA
Sit Investment Associates
Minnesota
+$1.09M
5
BI
Bramshill Investments
Florida
+$903K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.4M
2
UBS Group
UBS Group
Switzerland
-$486K
3
GAMC
Garner Asset Management Corp
Texas
-$463K
4
MFG
Merit Financial Group
Georgia
-$379K
5
MSL
Mackay Shields LLC
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$149K +$815 +81 +0.5%
HA
77
HFG Advisors
Ohio
$143K – – –
IAA
78
Ironsides Asset Advisors
North Carolina
$141K +$1.38K +137 +1%
MA
79
Mutual Advisors
Nebraska
$139K -$4.03K -400 -3%
RJT
80
Raymond James Trust
Florida
$131K – – –
SCA
81
SMH Capital Advisors
Texas
$130K +$634 +63 +0.5%
Cerity Partners
82
Cerity Partners
New York
$126K – – –
RIA
83
Realta Investment Advisors
Delaware
$124K – – –
AllianceBernstein
84
AllianceBernstein
Tennessee
$122K +$2.84K +282 +2%
WS
85
Wedbush Securities
California
$114K – – –
CWA
86
Centennial Wealth Advisory
Michigan
$113K – – –
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$111K +$112K +11,174 New
SFG
88
StrategIQ Financial Group
Indiana
$107K +$109K +10,793 New
STA
89
Summit Trail Advisors
New York
$106K +$107K +10,608 New
LIG
90
Lokken Investment Group
Delaware
$103K – – –
FFA
91
Farther Finance Advisors
California
$97.5K +$98.6K +9,800 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$64K – – –
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$60.2K – – –
AF
94
Advisornet Financial
Minnesota
$56.3K -$48.2K -4,790 -46%
CT
95
Caldwell Trust
Florida
$39.9K – – –
SIC
96
SJS Investment Consulting
Ohio
$38.6K +$403 +40 +1%
GWM
97
Geneos Wealth Management
Colorado
$36.8K – – –
CFB
98
Cullen/Frost Bankers
Texas
$34.6K +$35K +3,481 New
NSIM
99
North Star Investment Management
Illinois
$28.2K – – –
HCM
100
Hollencrest Capital Management
California
$19.9K – – –
2 3
4
5 6

EIM Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2023, worth a combined $272M — down 1.3% from $275M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EIM positions and 11 closed out — a net gain of 3 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.8M. The largest seller was Morgan Stanley, cutting an estimated $4.4M.

  • 123 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $272M of Eaton Vance Municipal Bond Fund stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2023.