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EIM

Eaton Vance Municipal Bond Fund

139 hedge funds and large institutions have $219M invested in Eaton Vance Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 134139 (+5)

2.5% more ownership

Funds ownership: 29.04%31.54% (+2.5%)

2% less capital invested

Capital invested by funds: $223M → $219M (-$4.02M)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
38
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICG
101
InterOcean Capital Group
Tennessee
$106K
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$104K -$44.1K -4,132 -28%
EB
103
Eastern Bank
Massachusetts
$100K
LIG
104
Lokken Investment Group
Delaware
$100K
PAG
105
Private Advisor Group
New Jersey
$99K -$21.3K -2,000 -16%
RPCA
106
Running Point Capital Advisors
California
$97K
IA
107
IFP Advisors
Florida
$80K +$60.4K +5,663 +633%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$62K
FF
109
FourThought Financial
Florida
$46K
CFB
110
Cullen/Frost Bankers
Texas
$43K
US Bancorp
111
US Bancorp
Minnesota
$41K
PCTC
112
Perkins Coie Trust Company
Washington
$39K
CT
113
Caldwell Trust
Florida
$38.8K
SIC
114
SJS Investment Consulting
Ohio
$36K +$40.1K +3,756 New
GWM
115
Geneos Wealth Management
Colorado
$35K -$18.2K -1,707 -32%
NSIM
116
North Star Investment Management
Illinois
$27K
UB
117
UMB Bank
Missouri
$23K
CHA
118
Carmichael Hill & Associates
Maryland
$17K
LS
119
Leelyn Smith
Illinois
$17K +$19K +1,784 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$16K -$395 -37 -2%
PFSC
121
Peoples Financial Services Corp
Pennsylvania
$16K
Bessemer Group
122
Bessemer Group
New Jersey
$16K +$5.18K +486 +42%
MWM
123
Mascoma Wealth Management
New Hampshire
$15K
WBC
124
West Branch Capital
Massachusetts
$7K
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$7K +$3.33K +312 +83%

EIM Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2022, worth a combined $219M — down 1.8% from $223M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EIM positions and 12 closed out — a net gain of 5 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $7.4M. The largest seller was Relative Value Partners Group, cutting an estimated $2.92M.

  • 139 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $219M of Eaton Vance Municipal Bond Fund stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2022 and 12 closed out, a net change of +5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $7.4M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2022 was Relative Value Partners Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2022.