We are live on ! Find out more
EIM

Eaton Vance Municipal Bond Fund
EIM

143 hedge funds and large institutions have $234M invested in Eaton Vance Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

20% more funds holding

Funds holding: 119 → 143 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.73% less ownership

Funds ownership: 24.68% → 23.95% (-0.73%)

2% less capital invested

Capital invested by funds: $237M → $234M (-$3.66M)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
44
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.25M
2
PPA
Parametric Portfolio Associates
Washington
+$1.68M
3
BI
Bramshill Investments
Florida
+$1.63M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.42M
5
AWA
Arete Wealth Advisors
Illinois
+$972K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$9.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.09M
3
Wells Fargo
Wells Fargo
California
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
RVPG
Relative Value Partners Group
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
101
Lokken Investment Group
Delaware
$140K +$138K +10,307 New
WP
102
WealthSource Partners
California
$138K – – –
SCM
103
Southport Capital Management
Tennessee
$138K +$137K +10,189 New
ICG
104
InterOcean Capital Group
Tennessee
$136K +$134K +10,000 New
CG
105
Clarus Group
Texas
$135K – – –
US Bancorp
106
US Bancorp
Minnesota
$95K – – –
WT
107
Washington Trust
Rhode Island
$79K +$18.8K +1,400 +32%
GWM
108
Geneos Wealth Management
Colorado
$73K – – –
FF
109
FourThought Financial
Florida
$65K – – –
CFB
110
Cullen/Frost Bankers
Texas
$60K – – –
CT
111
Caldwell Trust
Florida
$54.4K +$53.7K +4,006 New
PCTC
112
Perkins Coie Trust Company
Washington
$54K – – –
APA
113
American Portfolios Advisors
New York
$53.7K +$53.1K +3,957 New
AFS
114
Annapolis Financial Services
Maryland
$43K +$42.4K +3,159 New
NSIM
115
North Star Investment Management
Illinois
$38K – – –
AHIA
116
Andrew Hill Investment Advisors
Florida
$33K +$33.5K +2,500 New
FEG
117
Financial Enhancement Group
Indiana
$31K – – –
CFGS
118
Concourse Financial Group Securities
Alabama
$27K -$13.7K -1,022 -34%
CHA
119
Carmichael Hill & Associates
Maryland
$24K – – –
PFSC
120
Peoples Financial Services Corp
Pennsylvania
$23K – – –
SIC
121
SJS Investment Consulting
Ohio
$19K +$19K +1,419 New
CFCI
122
Comprehensive Financial Consultants Institutional
Indiana
$19K +$21.6K +1,612 New
EVM
123
Eaton Vance Management
Massachusetts
$18K – – –
CCM
124
Chilton Capital Management
Texas
$16K +$15.7K +1,170 New
UB
125
UMB Bank
Missouri
$10K +$9.61K +717 New
2 3 4
5
6

EIM Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2021, worth a combined $234M — down 1.5% from $237M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EIM positions and 7 closed out — a net gain of 26 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.25M. The largest seller was Karpus Investment Management, cutting an estimated $9.74M.

  • 143 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2021, up from 119 in Q3 2021.
  • Funds reported $234M of Eaton Vance Municipal Bond Fund stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +26 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.25M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2021.