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EIM

Eaton Vance Municipal Bond Fund
EIM

137 hedge funds and large institutions have $208M invested in Eaton Vance Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

1.24% more ownership

Funds ownership: 23.95% → 25.19% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 143 → 137 (-6)

11% less capital invested

Capital invested by funds: $234M → $208M (-$25.6M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
51
Reduced
25
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$4.19M
2
KIM
Karpus Investment Management
New York
+$3.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.41M
4
LWA
Lenox Wealth Advisors
New York
+$1.86M
5
AWA
Arete Wealth Advisors
Illinois
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$12.9M
2
Stifel Financial
Stifel Financial
Missouri
-$1.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
RVPG
Relative Value Partners Group
-$684K
5
Cohen & Steers
Cohen & Steers
New York
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
101
Nations Financial Group
Iowa
$118K +$125K +10,231 New
LWP
102
Laurel Wealth Planning
Minnesota
$118K +$126K +10,263 New
WP
103
WealthSource Partners
California
$117K – – –
RPCA
104
Running Point Capital Advisors
California
$115K +$122K +10,000 New
LIG
105
Lokken Investment Group
Delaware
$111K – – –
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$107K +$114K +9,304 New
AF
107
Advisornet Financial
Minnesota
$72K -$431K -35,254 -85%
GWM
108
Geneos Wealth Management
Colorado
$62K – – –
SWM
109
Spire Wealth Management
Virginia
$60K -$80.3K -6,566 -56%
FF
110
FourThought Financial
Florida
$55K – – –
FPB
111
First PREMIER Bank
South Dakota
$54K +$57.8K +4,725 New
BONH
112
Bank of New Hampshire
New Hampshire
$52K +$55.1K +4,500 New
CFB
113
Cullen/Frost Bankers
Texas
$50K – – –
US Bancorp
114
US Bancorp
Minnesota
$48K -$34.6K -2,827 -40%
APA
115
American Portfolios Advisors
New York
$47K +$1.59K +130 +3%
CT
116
Caldwell Trust
Florida
$46.1K – – –
PCTC
117
Perkins Coie Trust Company
Washington
$46K – – –
SIC
118
SJS Investment Consulting
Ohio
$42K +$27.5K +2,249 +158%
NSIM
119
North Star Investment Management
Illinois
$33K – – –
VNA
120
Valley National Advisers
Pennsylvania
$30K +$32K +2,611 New
UB
121
UMB Bank
Missouri
$27K +$19.7K +1,610 +225%
CFGS
122
Concourse Financial Group Securities
Alabama
$25K +$2.58K +211 +11%
HNB
123
Huntington National Bank
Ohio
$23K – – –
CHA
124
Carmichael Hill & Associates
Maryland
$20K – – –
PFSC
125
Peoples Financial Services Corp
Pennsylvania
$19K – – –
3 4
5
6 7

EIM Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2022, worth a combined $208M — down 11% from $234M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EIM and 23 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 51 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.19M. The largest seller was Bramshill Investments, cutting an estimated $12.9M.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $208M of Eaton Vance Municipal Bond Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2022 and 25 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $4.19M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2022 was Bramshill Investments, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2022.