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EIM

Eaton Vance Municipal Bond Fund
EIM

143 hedge funds and large institutions have $234M invested in Eaton Vance Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

20% more funds holding

Funds holding: 119 → 143 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.73% less ownership

Funds ownership: 24.68% → 23.95% (-0.73%)

2% less capital invested

Capital invested by funds: $237M → $234M (-$3.66M)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
44
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.25M
2
PPA
Parametric Portfolio Associates
Washington
+$1.68M
3
BI
Bramshill Investments
Florida
+$1.63M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.42M
5
AWA
Arete Wealth Advisors
Illinois
+$972K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$9.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.09M
3
Wells Fargo
Wells Fargo
California
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
RVPG
Relative Value Partners Group
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$10K +$10.1K +753 New
TFP
127
Tilia Fiduciary Partners
North Carolina
$9K +$8.45K +630 New
MA
128
Montag & Associates
Georgia
$7K – – –
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.97K +520 New
SCA
130
Snowden Capital Advisors
New York
$6K +$6.71K +500 New
KFI
131
Key Financial Inc
Pennsylvania
$5K – – –
CA
132
Clearstead Advisors
Ohio
$5K +$5.01K +374 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.08K +379 New
RBC
134
Roble Belko & Company
Pennsylvania
$4K – – –
CA
135
Centerpoint Advisors
Massachusetts
$4K +$3.55K +265 New
Northern Trust
136
Northern Trust
Illinois
$3K – – –
PA
137
Parallel Advisors
California
$3K – – –
NFG
138
Next Financial Group
Texas
$2K – – –
CWP
139
Concord Wealth Partners
Virginia
$2K +$1.61K +120 New
AWM
140
Avior Wealth Management
Nebraska
$1K +$13 +1 +0.9%
KAS
141
Kestra Advisory Services
Texas
– -$1.08M -80,554 Closed
RCM
142
Robinson Capital Management
Michigan
– -$1.07M -79,846 Closed
FFA
143
First Foundation Advisors
California
– -$948K -70,887 Closed
BRWA
144
B. Riley Wealth Advisors
Florida
– -$145K -10,548 Closed
PMFA
145
Plante Moran Financial Advisors
Michigan
– -$20.1K -1,500 Closed
AWA
146
Arkadios Wealth Advisors
Georgia
– -$2K -221 Closed
LWM
147
Liberty Wealth Management
California
– -$1K -58 Closed
Fidelity Investments
148
Fidelity Investments
Massachusetts
– +$13 +1 New
CWS
149
Confluence Wealth Services
Pennsylvania
– +$27 +2 New
2 3 4 5
6

EIM Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2021, worth a combined $234M — down 1.5% from $237M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EIM positions and 7 closed out — a net gain of 26 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.25M. The largest seller was Karpus Investment Management, cutting an estimated $9.74M.

  • 143 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2021, up from 119 in Q3 2021.
  • Funds reported $234M of Eaton Vance Municipal Bond Fund stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +26 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.25M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2021.