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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.19M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.9M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$3.41M |
| 4 |
LWA
Lenox Wealth Advisors
New York
|
+$1.86M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$12.9M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.31M |
| 4 |
RVPG
Relative Value Partners Group
|
-$684K |
| 5 |
Cohen & Steers
New York
|
-$453K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFS
151
Annapolis Financial Services
Annapolis,
Maryland
| – | -$43K | -3,159 | Closed |
|
|
AHIA
152
Andrew Hill Investment Advisors
Naples,
Florida
| – | -$33K | -2,500 | Closed |
|
|
FEG
153
Financial Enhancement Group
Anderson,
Indiana
| – | -$31K | -2,250 | Closed |
|
|
CFCI
154
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$19K | -1,612 | Closed |
|
|
EVM
155
Eaton Vance Management
Boston,
Massachusetts
| – | -$18K | -1,321 | Closed |
|
|
CCM
156
Chilton Capital Management
Houston,
Texas
| – | -$16K | -1,170 | Closed |
|
157
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$7K | -520 | Closed |
|
|
SCA
158
Snowden Capital Advisors
New York
| – | -$6K | -500 | Closed |
|
|
CA
159
Clearstead Advisors
Cleveland,
Ohio
| – | -$5K | -374 | Closed |
|
|
CA
160
Centerpoint Advisors
Needham,
Massachusetts
| – | -$4K | -265 | Closed |
|
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.