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EIM

Eaton Vance Municipal Bond Fund
EIM

123 hedge funds and large institutions have $272M invested in Eaton Vance Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 120 → 123 (+3)

0.99% more ownership

Funds ownership: 36.98% → 37.96% (+0.99%)

1% less capital invested

Capital invested by funds: $275M → $272M (-$3.58M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.8M
2
RCM
Rivernorth Capital Management
Florida
+$2.12M
3
GC
Guggenheim Capital
Illinois
+$1.62M
4
SIA
Sit Investment Associates
Minnesota
+$1.09M
5
BI
Bramshill Investments
Florida
+$903K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.4M
2
UBS Group
UBS Group
Switzerland
-$486K
3
GAMC
Garner Asset Management Corp
Texas
-$463K
4
MFG
Merit Financial Group
Georgia
-$379K
5
MSL
Mackay Shields LLC
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
101
Wolverine Asset Management
Illinois
$18K +$18.2K +1,812 New
KTC
102
Kistler-Tiffany Companies
Pennsylvania
$17.9K +$18.1K +1,798 New
CHA
103
Carmichael Hill & Associates
Maryland
$17.2K – – –
PFSC
104
Peoples Financial Services Corp
Pennsylvania
$16.6K – – –
GWSG
105
GPS Wealth Strategies Group
Colorado
$16.4K +$16.6K +1,648 New
MWM
106
Mascoma Wealth Management
New Hampshire
$14.8K – – –
WBC
107
West Branch Capital
Massachusetts
$9.95K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$9K +$91 +9 +1%
US Bancorp
109
US Bancorp
Minnesota
$7K +$7.04K +700 +23,333%
IGWM
110
ICA Group Wealth Management
Colorado
$6.96K – – –
EC
111
Elequin Capital
New York
$6.96K +$7.04K +700 New
MA
112
Montag & Associates
Georgia
$5.36K – – –
NA
113
NewEdge Advisors
Louisiana
$5.25K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$4.13K +$50 +5 +1%
KFI
115
Key Financial Inc
Pennsylvania
$3.98K – – –
HI
116
Harbour Investments
Wisconsin
$3.72K -$2.71K -269 -42%
NRG
117
Nemes Rush Group
Michigan
$3.41K +$3.45K +343 New
RBC
118
Roble Belko & Company
Pennsylvania
$3K – – –
PA
119
Parallel Advisors
California
$2.44K – – –
VF
120
VitalStone Financial
Texas
$2K – – –
FHA
121
First Horizon Advisors
Tennessee
$1.83K – – –
AWM
122
Avior Wealth Management
Nebraska
$1.21K +$10 +1 +0.8%
Citigroup
123
Citigroup
New York
$10 – – –
MSL
124
Mackay Shields LLC
New York
– -$303K -29,175 Closed
JP Morgan Chase
125
JP Morgan Chase
New York
– -$243K -23,291 Closed
2 3 4
5
6

EIM Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2023, worth a combined $272M — down 1.3% from $275M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EIM positions and 11 closed out — a net gain of 3 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.8M. The largest seller was Morgan Stanley, cutting an estimated $4.4M.

  • 123 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $272M of Eaton Vance Municipal Bond Fund stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2023.