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EIM

Eaton Vance Municipal Bond Fund

137 hedge funds and large institutions have $271M invested in Eaton Vance Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $219M → $271M (+$52M)

4.75% more ownership

Funds ownership: 31.54%36.29% (+4.7%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% less funds holding

Funds holding: 139137 (-2)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
37
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$62.9K +$59.8K +6,050 New
MCI
102
MRP Capital Investments
Georgia
$52K +$49.4K +5,000 New
BAM
103
Belpointe Asset Management
Nevada
$48.1K +$45.8K +4,634 New
CFB
104
Cullen/Frost Bankers
Texas
$45.6K
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$43K +$24.8K +2,505 +148%
CT
106
Caldwell Trust
Florida
$41.6K
PCTC
107
Perkins Coie Trust Company
Washington
$41.6K
SIC
108
SJS Investment Consulting
Ohio
$39.5K +$415 +42 +1%
GWM
109
Geneos Wealth Management
Colorado
$38.4K
NSIM
110
North Star Investment Management
Illinois
$29.4K
MRCM
111
M&R Capital Management
New Jersey
$23.1K +$22K +2,220 New
HCM
112
Hollencrest Capital Management
California
$20.8K +$19.8K +2,000 New
CHA
113
Carmichael Hill & Associates
Maryland
$18K
PFSC
114
Peoples Financial Services Corp
Pennsylvania
$17.3K
MWM
115
Mascoma Wealth Management
New Hampshire
$15.8K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$14.6K +$9.92K +1,003 +250%
CAS
117
Coppell Advisory Solutions
Texas
$13.2K +$12.6K +1,274 New
CASC
118
Coppell Advisory Solutions Corp
Texas
$13.2K +$12.6K +1,274 New
WBC
119
West Branch Capital
Massachusetts
$10.4K +$2.97K +300 +43%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$9K +$1.77K +179 +26%
FA
121
Fiduciary Alliance
South Carolina
$8.84K +$8.41K +851 New
IA
122
IFP Advisors
Florida
$8K -$60.6K -6,131 -94%
IGWM
123
ICA Group Wealth Management
Colorado
$7.27K +$6.92K +700 New
CAL
124
Capital Analysts LLC
Pennsylvania
$6K
MA
125
Montag & Associates
Georgia
$5.6K

EIM Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2022, worth a combined $271M — up 24% from $219M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIM positions and 22 closed out — a net gain of 1 holder — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $35.5M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.34M sold.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2022, down from 139 in Q3 2022.
  • Funds reported $271M of Eaton Vance Municipal Bond Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2022 and 22 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $35.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2022 was Fiera Capital (Canada), an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2022.