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EIM

Eaton Vance Municipal Bond Fund
EIM

119 hedge funds and large institutions have $237M invested in Eaton Vance Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 121 → 119 (-2)

1.82% less ownership

Funds ownership: 26.51% → 24.68% (-1.8%)

9% less capital invested

Capital invested by funds: $261M → $237M (-$23.4M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
40
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$5.54M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$5.35M
3
BI
Bramshill Investments
Florida
+$1.77M
4
UBS Group
UBS Group
Switzerland
+$1.07M
5
BB
Busey Bank
Illinois
+$433K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.58M
2
PPA
Parametric Portfolio Associates
Washington
-$5.79M
3
1CP
1607 Capital Partners
Virginia
-$5.28M
4
MSL
Mackay Shields LLC
New York
-$2.65M
5
RVPG
Relative Value Partners Group
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
101
Washington Trust
Rhode Island
$59K – – –
PCTC
102
Perkins Coie Trust Company
Washington
$54K – – –
CFGS
103
Concourse Financial Group Securities
Alabama
$40K -$21.5K -1,556 -34%
NSIM
104
North Star Investment Management
Illinois
$38K – – –
FEG
105
Financial Enhancement Group
Indiana
$30K +$31K +2,250 New
CHA
106
Carmichael Hill & Associates
Maryland
$23K – – –
PFSC
107
Peoples Financial Services Corp
Pennsylvania
$22K – – –
PMFA
108
Plante Moran Financial Advisors
Michigan
$20K – – –
EVM
109
Eaton Vance Management
Massachusetts
$18K – – –
MA
110
Montag & Associates
Georgia
$7K – – –
KFI
111
Key Financial Inc
Pennsylvania
$5K – – –
RBC
112
Roble Belko & Company
Pennsylvania
$4K -$69K -5,005 -94%
PA
113
Parallel Advisors
California
$3K – – –
Northern Trust
114
Northern Trust
Illinois
$3K +$109K +7,928 +58%
AWA
115
Arkadios Wealth Advisors
Georgia
$2K -$1.48K -107 -33%
NFG
116
Next Financial Group
Texas
$2K -$882 -64 -34%
LWM
117
Liberty Wealth Management
California
$1K – – –
AWM
118
Avior Wealth Management
Nebraska
$1K +$14 +1 +0.9%
1CP
119
1607 Capital Partners
Virginia
– -$5.28M -386,138 Closed
IWM
120
IHT Wealth Management
Illinois
– -$1.15M -83,974 Closed
ACA
121
Ackerman Capital Advisors
Texas
– -$556K -40,649 Closed
AWG
122
Altus Wealth Group
Colorado
– -$150K -10,983 Closed
SCM
123
Southport Capital Management
Tennessee
– -$139K -10,189 Closed
ASN
124
Advisory Services Network
Georgia
– -$97K -7,094 Closed
Citigroup
125
Citigroup
New York
– -$7.28K -528 -100%
2 3 4
5
6

EIM Hedge Fund Activity: Q3 2021 in Review

119 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2021, worth a combined $237M — down 9% from $261M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EIM and 9 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 40 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.54M. The largest seller was Karpus Investment Management, cutting an estimated $6.58M.

  • 119 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2021, down from 121 in Q2 2021.
  • Funds reported $237M of Eaton Vance Municipal Bond Fund stock for Q3 2021, down 9% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2021 was Citadel Advisors, an estimated $5.54M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2021 was Karpus Investment Management, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2021.