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EIM

Eaton Vance Municipal Bond Fund
EIM

134 hedge funds and large institutions have $223M invested in Eaton Vance Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $208M → $223M (+$15.2M)

3.85% more ownership

Funds ownership: 25.19% → 29.04% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

2% less funds holding

Funds holding: 137 → 134 (-3)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
37
Reduced
38
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$15.7M
2
BI
Bramshill Investments
Florida
+$11.4M
3
KIM
Karpus Investment Management
New York
+$10.9M
4
WANY
Wealthspire Advisors (New York)
New York
+$3.46M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.67M

Top Sellers

1
JWA
JFS Wealth Advisors
Pennsylvania
-$3.44M
2
AWA
Arete Wealth Advisors
Illinois
-$2.39M
3
AFS
Access Financial Services
Minnesota
-$1.74M
4
LB
Leo Brokerage
Texas
-$1.68M
5
Wells Fargo
Wells Fargo
California
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$96K -$3.44M -317,448 -97%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$68K +$69.3K +6,400 New
BTI
103
Blue Trust Inc
Georgia
$65K +$61.6K +5,691 New
GWM
104
Geneos Wealth Management
Colorado
$58K – – –
SWM
105
Spire Wealth Management
Virginia
$56K – – –
FF
106
FourThought Financial
Florida
$51K – – –
CFB
107
Cullen/Frost Bankers
Texas
$47K – – –
US Bancorp
108
US Bancorp
Minnesota
$45K – – –
PCTC
109
Perkins Coie Trust Company
Washington
$43K – – –
CT
110
Caldwell Trust
Florida
$42.9K – – –
NSIM
111
North Star Investment Management
Illinois
$30K – – –
UB
112
UMB Bank
Missouri
$25K – – –
CFGS
113
Concourse Financial Group Securities
Alabama
$24K +$162 +15 +0.7%
CHA
114
Carmichael Hill & Associates
Maryland
$19K – – –
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$18K -$82K -7,570 -81%
PFSC
116
Peoples Financial Services Corp
Pennsylvania
$18K – – –
MWM
117
Mascoma Wealth Management
New Hampshire
$16K +$16.5K +1,525 New
IA
118
IFP Advisors
Florida
$13K – – –
CCM
119
Chilton Capital Management
Texas
$13K +$12.7K +1,170 New
Bessemer Group
120
Bessemer Group
New Jersey
$12K -$4.62K -426 -27%
TFP
121
Tilia Fiduciary Partners
North Carolina
$7K – – –
WBC
122
West Branch Capital
Massachusetts
$7K +$7.58K +700 New
MA
123
Montag & Associates
Georgia
$6K – – –
KFI
124
Key Financial Inc
Pennsylvania
$4K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$4K +$130 +12 +3%
2 3 4
5
6

EIM Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2022, worth a combined $223M — up 7.3% from $208M a quarter earlier.

Fund positioning in EIM was balanced in Q2 2022: 16 funds opened new positions, 16 closed out, 37 added to existing stakes and 38 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was JFS Wealth Advisors, cutting an estimated $3.44M.

  • 134 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2022, down from 137 in Q1 2022.
  • Funds reported $223M of Eaton Vance Municipal Bond Fund stock for Q2 2022, up 7.3% quarter-over-quarter.
  • 16 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2022 and 16 closed out, a net change of 0 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2022 was Morgan Stanley, an estimated $15.7M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2022 was JFS Wealth Advisors, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2022.