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EIM

Eaton Vance Municipal Bond Fund
EIM

121 hedge funds and large institutions have $261M invested in Eaton Vance Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

4% less capital invested

Capital invested by funds: $271M → $261M (-$9.9M)

1.79% less ownership

Funds ownership: 28.3% → 26.51% (-1.8%)

3% less funds holding

Funds holding: 125 → 121 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
45
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$4.02M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.84M
3
UBS Group
UBS Group
Switzerland
+$2.11M
4
LB
Leo Brokerage
Texas
+$1.01M
5
Morgan Stanley
Morgan Stanley
New York
+$447K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$14.1M
2
RVPG
Relative Value Partners Group
-$6.8M
3
1CP
1607 Capital Partners
Virginia
-$4.23M
4
PPA
Parametric Portfolio Associates
Washington
-$2.28M
5
Wells Fargo
Wells Fargo
California
-$756K
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
101
Washington Trust
Rhode Island
$60K +$59.5K +4,400 New
PCTC
102
Perkins Coie Trust Company
Washington
$55K +$54.1K +4,000 New
NSIM
103
North Star Investment Management
Illinois
$39K – – –
CHA
104
Carmichael Hill & Associates
Maryland
$24K – – –
PFSC
105
Peoples Financial Services Corp
Pennsylvania
$23K – – –
PMFA
106
Plante Moran Financial Advisors
Michigan
$21K – – –
EVM
107
Eaton Vance Management
Massachusetts
$18K – – –
Citigroup
108
Citigroup
New York
$7K – – –
MA
109
Montag & Associates
Georgia
$7K – – –
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
KFI
111
Key Financial Inc
Pennsylvania
$6K – – –
NFSG
112
Newbridge Financial Services Group
Florida
$6K +$609 +45 +11%
WAM
113
Wolverine Asset Management
Illinois
$5K +$5.41K +400 New
AWA
114
Arkadios Wealth Advisors
Georgia
$4K +$4.44K +328 New
WPA
115
West Paces Advisors
Georgia
$3.3K +$3.26K +241 New
NFG
116
Next Financial Group
Texas
$3K – – –
PA
117
Parallel Advisors
California
$3K – – –
Northern Trust
118
Northern Trust
Illinois
$2K – – –
AWM
119
Avior Wealth Management
Nebraska
$1K +$14 +1 +0.9%
LWM
120
Liberty Wealth Management
California
$1K +$27 +2 +4%
WFA
121
Wellspring Financial Advisors
Ohio
– -$349K -27,997 Closed
ECM
122
Evergreen Capital Management
Washington
– -$358K -26,915 Closed
MPCG
123
Matrix Private Capital Group
New York
– -$221K -16,599 Closed
Creative Planning
124
Creative Planning
Kansas
– -$171K -12,859 Closed
PCA
125
Peddock Capital Advisors
Massachusetts
– -$146K -10,990 Closed
2 3 4
5
6

EIM Hedge Fund Activity: Q2 2021 in Review

121 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2021, worth a combined $261M — down 3.7% from $271M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EIM and 8 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 45 added.

The largest buyer was Bramshill Investments, adding an estimated $4.02M. The largest seller was Karpus Investment Management, cutting an estimated $14.1M.

  • 121 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $261M of Eaton Vance Municipal Bond Fund stock for Q2 2021, down 3.7% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2021 and 12 closed out, a net change of -4 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2021 was Bramshill Investments, an estimated $4.02M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2021 was Karpus Investment Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2021.