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EIM

Eaton Vance Municipal Bond Fund
EIM

137 hedge funds and large institutions have $208M invested in Eaton Vance Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

1.24% more ownership

Funds ownership: 23.95% → 25.19% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

4% less funds holding

Funds holding: 143 → 137 (-6)

11% less capital invested

Capital invested by funds: $234M → $208M (-$25.6M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
51
Reduced
25
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$4.19M
2
KIM
Karpus Investment Management
New York
+$3.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.41M
4
LWA
Lenox Wealth Advisors
New York
+$1.86M
5
AWA
Arete Wealth Advisors
Illinois
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$12.9M
2
Stifel Financial
Stifel Financial
Missouri
-$1.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
RVPG
Relative Value Partners Group
-$684K
5
Cohen & Steers
Cohen & Steers
New York
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
126
Fifth Third Bancorp
Ohio
$19K +$20.7K +1,692 New
Bessemer Group
127
Bessemer Group
New Jersey
$18K +$10K +819 +109%
IA
128
IFP Advisors
Florida
$13K +$10.9K +894 New
TFP
129
Tilia Fiduciary Partners
North Carolina
$7K – – –
MA
130
Montag & Associates
Georgia
$6K – – –
KFI
131
Key Financial Inc
Pennsylvania
$5K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$4K -$159 -13 -3%
PA
133
Parallel Advisors
California
$3K – – –
RBC
134
Roble Belko & Company
Pennsylvania
$3K – – –
Northern Trust
135
Northern Trust
Illinois
$2K – – –
CWP
136
Concord Wealth Partners
Virginia
$1K – – –
AWM
137
Avior Wealth Management
Nebraska
$1K +$24 +2 +2%
Citadel Advisors
138
Citadel Advisors
Florida
– -$1.31M -96,251 Closed
Cohen & Steers
139
Cohen & Steers
New York
– -$453K -33,387 Closed
AWS
140
AJ Wealth Strategies
New York
– -$359K -26,439 Closed
HSA
141
HBK Sorce Advisory
Pennsylvania
– -$320K -23,598 Closed
NA
142
NewEdge Advisors
Louisiana
– -$271K -19,975 Closed
EW
143
Evoke Wealth
California
– -$244K -18,000 Closed
HIM
144
Hanlon Investment Management
New Jersey
– -$236K -17,390 Closed
Lido Advisors
145
Lido Advisors
California
– -$177K -13,059 Closed
CCFM
146
Clear Creek Financial Management
Washington
– -$147K -10,800 Closed
MGIA
147
Moneta Group Investment Advisors
Missouri
– -$146K -10,751 Closed
SCM
148
Southport Capital Management
Tennessee
– -$138K -10,189 Closed
CG
149
Clarus Group
Texas
– -$135K -10,036 Closed
WT
150
Washington Trust
Rhode Island
– -$79K -5,800 Closed
3 4 5
6
7

EIM Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2022, worth a combined $208M — down 11% from $234M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of EIM and 23 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 51 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.19M. The largest seller was Bramshill Investments, cutting an estimated $12.9M.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $208M of Eaton Vance Municipal Bond Fund stock for Q1 2022, down 11% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2022 and 25 closed out, a net change of -2 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $4.19M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2022 was Bramshill Investments, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2022.