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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
TFP
126
Tilia Fiduciary Partners
North Carolina
$6K
BWM
127
BerganKDV Wealth Management
Minnesota
$6K +$7K +656 New
MA
128
Montag & Associates
Georgia
$5K
CAL
129
Capital Analysts LLC
Pennsylvania
$5K +$5.68K +533 New
KFI
130
Key Financial Inc
Pennsylvania
$4K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.29K +402 New
RBC
132
Roble Belko & Company
Pennsylvania
$3K
PA
133
Parallel Advisors
California
$2K
FHA
134
First Horizon Advisors
Tennessee
$2K +$1.96K +184 New
APA
135
American Portfolios Advisors
New York
$1.15K
Northern Trust
136
Northern Trust
Illinois
$1K -$128 -12 -0.1%
AWM
137
Avior Wealth Management
Nebraska
$1K +$11 +1 +0.9%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$351 +$31.6K +2,959 +10%
JF
139
Jump Financial
Illinois
-$186K -17,419 Closed
Nomura Holdings
140
Nomura Holdings
Japan
-$161K -15,000 Closed
RCA
141
Resonant Capital Advisors
Wisconsin
-$161K -15,000 Closed
CAG
142
Csenge Advisory Group
Florida
-$119K -11,125 Closed
JWCA
143
J.W. Cole Advisors
Florida
-$119K -11,092 Closed
IAA
144
Ironsides Asset Advisors
North Carolina
-$111K -10,348 Closed
BTI
145
Blue Trust Inc
Georgia
-$65K -5,691 Closed
SWM
146
Spire Wealth Management
Virginia
-$56K -5,200 Closed
CFGS
147
Concourse Financial Group Securities
Alabama
-$23.4K -2,198 Closed
CCM
148
Chilton Capital Management
Texas
-$13K -1,170 Closed
CWP
149
Concord Wealth Partners
Virginia
-$1K -120 Closed

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.