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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
MCC
126
Money Concepts Capital
Florida
$5.2K +$4.94K +500 New
KFI
127
Key Financial Inc
Pennsylvania
$3.87K
RBC
128
Roble Belko & Company
Pennsylvania
$3K
PA
129
Parallel Advisors
California
$2.55K
VF
130
VitalStone Financial
Texas
$2K +$2.09K +211 New
FHA
131
First Horizon Advisors
Tennessee
$1.91K
CWP
132
Concord Wealth Partners
Virginia
$1.25K +$1.19K +120 New
AWM
133
Avior Wealth Management
Nebraska
$1.24K +$20 +2 +2%
CA
134
CoreCap Advisors
Michigan
$738 +$702 +71 New
US Bancorp
135
US Bancorp
Minnesota
$31 -$41.5K -4,200 -100%
Citigroup
136
Citigroup
New York
$10
NA
137
NewEdge Advisors
Louisiana
$5 +$5.21K +527 New
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
-$4.34M -450,281 Closed
AWA
139
Arete Wealth Advisors
Illinois
-$2.42M -249,701 Closed
BCM
140
Brookstone Capital Management
Illinois
-$919K -94,071 Closed
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
-$351 -32,353 Closed
WAM
142
Wolverine Asset Management
Illinois
-$296K -30,634 Closed
STA
143
Summit Trail Advisors
New York
-$239K -24,709 Closed
DAS
144
Dynamic Advisor Solutions
Arizona
-$219K -22,635 Closed
CP
145
Camelot Portfolios
Ohio
-$182K -18,836 Closed
RIG
146
Ramiah Investment Group
Wisconsin
-$170K -17,515 Closed
Truist Financial
147
Truist Financial
North Carolina
-$148K -15,322 Closed
KAS
148
Kestra Advisory Services
Texas
-$145K -15,005 Closed
HJGA
149
Hardman Johnston Global Advisors
Connecticut
-$127K -13,123 Closed
WAM
150
WNY Asset Management
New York
-$121K -12,561 Closed

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.