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EIM

Eaton Vance Municipal Bond Fund

119 hedge funds and large institutions have $237M invested in Eaton Vance Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 121119 (-2)

1.82% less ownership

Funds ownership: 26.51%24.68% (-1.8%)

9% less capital invested

Capital invested by funds: $261M → $237M (-$23.4M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
40
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$39.1M +$1.77M +128,681 +5%
RCM
2
Rivernorth Capital Management
Florida
$27.8M -$540K -39,138 -2%
KIM
3
Karpus Investment Management
New York
$22.3M -$6.58M -477,314 -22%
Wells Fargo
4
Wells Fargo
California
$16.3M -$1.98M -143,946 -11%
RVPG
5
Relative Value Partners Group
$11.2M -$2.62M -190,018 -18%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$10.3M +$5.35M +387,939 +102%
UBS Group
7
UBS Group
Switzerland
$8.58M +$1.07M +77,830 +14%
Morgan Stanley
8
Morgan Stanley
New York
$5.98M +$410K +29,747 +7%
Citadel Advisors
9
Citadel Advisors
Florida
$5.37M +$5.54M +401,516 New
VanEck Associates
10
VanEck Associates
New York
$5.13M +$52.7K +3,825 +1%
MFG
11
Merit Financial Group
Georgia
$4.96M -$5.46K -396 -0.1%
JWA
12
JFS Wealth Advisors
Pennsylvania
$4.32M +$25K +1,812 +0.6%
RJA
13
Raymond James & Associates
Florida
$4M +$98.9K +7,175 +2%
PPA
14
Parametric Portfolio Associates
Washington
$3.88M -$5.79M -420,082 -59%
Stifel Financial
15
Stifel Financial
Missouri
$3.27M +$33.8K +2,448 +1%
AAM
16
Advisors Asset Management
Colorado
$3.26M +$254K +18,412 +8%
Ameriprise
17
Ameriprise
Minnesota
$3.18M +$206K +14,926 +7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.15M -$128K -9,263 -4%
BB
19
Busey Bank
Illinois
$2.69M +$433K +31,426 +18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.32M -$210K -15,247 -8%
GC
21
Guggenheim Capital
Illinois
$2.17M -$38.6K -2,797 -2%
LB
22
Leo Brokerage
Texas
$2.14M +$19.8K +1,437 +0.9%
PWP
23
Private Wealth Partners
California
$2.04M -$99.8K -7,236 -5%
AFS
24
Access Financial Services
Minnesota
$1.98M +$4.48K +325 +0.2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.9M +$29.9K +2,167 +2%

EIM Hedge Fund Activity: Q3 2021 in Review

119 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2021, worth a combined $237M — down 9% from $261M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of EIM and 9 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 40 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.54M. The largest seller was Karpus Investment Management, cutting an estimated $6.58M.

  • 119 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2021, down from 121 in Q2 2021.
  • Funds reported $237M of Eaton Vance Municipal Bond Fund stock for Q3 2021, down 9% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2021 and 10 closed out, a net change of -1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2021 was Citadel Advisors, an estimated $5.54M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2021 was Karpus Investment Management, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2021.