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EIM

Eaton Vance Municipal Bond Fund
EIM

143 hedge funds and large institutions have $234M invested in Eaton Vance Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 44 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

76% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 25

20% more funds holding

Funds holding: 119 → 143 (+24)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.73% less ownership

Funds ownership: 24.68% → 23.95% (-0.73%)

2% less capital invested

Capital invested by funds: $237M → $234M (-$3.66M)

Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
44
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$4.25M
2
PPA
Parametric Portfolio Associates
Washington
+$1.68M
3
BI
Bramshill Investments
Florida
+$1.63M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.42M
5
AWA
Arete Wealth Advisors
Illinois
+$972K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$9.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.09M
3
Wells Fargo
Wells Fargo
California
-$2.85M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
RVPG
Relative Value Partners Group
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bramshill Investments
Florida
$41.3M +$1.63M +121,237 +4%
RCM
2
Rivernorth Capital Management
Florida
$28.8M +$635K +47,393 +2%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$14.8M +$4.25M +316,800 +41%
Wells Fargo
4
Wells Fargo
California
$13.6M -$2.85M -212,895 -17%
KIM
5
Karpus Investment Management
New York
$12.7M -$9.74M -726,676 -44%
RVPG
6
Relative Value Partners Group
$10M -$1.35M -100,535 -12%
UBS Group
7
UBS Group
Switzerland
$6.54M -$2.14M -159,242 -25%
Morgan Stanley
8
Morgan Stanley
New York
$6.29M +$216K +16,140 +4%
PPA
9
Parametric Portfolio Associates
Washington
$5.64M +$1.68M +125,231 +43%
VanEck Associates
10
VanEck Associates
New York
$5.59M +$373K +27,842 +7%
MFG
11
Merit Financial Group
Georgia
$4.45M -$577K -43,011 -12%
JWA
12
JFS Wealth Advisors
Pennsylvania
$4.41M +$25.3K +1,888 +0.6%
RJA
13
Raymond James & Associates
Florida
$4.4M +$337K +25,155 +8%
AAM
14
Advisors Asset Management
Colorado
$3.74M +$422K +31,473 +13%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$3.71M +$3.66M +273,284 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.38M +$176K +13,119 +6%
Stifel Financial
17
Stifel Financial
Missouri
$3.35M +$35.8K +2,673 +1%
Ameriprise
18
Ameriprise
Minnesota
$3.26M +$27K +2,010 +0.8%
GC
19
Guggenheim Capital
Illinois
$3.05M +$836K +62,360 +38%
BB
20
Busey Bank
Illinois
$2.78M +$41.3K +3,080 +2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.29M -$68K -5,072 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.16M +$229K +17,067 +12%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$2.08M +$1.42M +105,636 +222%
AFS
24
Access Financial Services
Minnesota
$2.04M +$38.5K +2,870 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2M +$238K +17,738 +14%
1
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EIM Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2021, worth a combined $234M — down 1.5% from $237M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new EIM positions and 7 closed out — a net gain of 26 holders — while 44 added to existing stakes and 25 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $4.25M. The largest seller was Karpus Investment Management, cutting an estimated $9.74M.

  • 143 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2021, up from 119 in Q3 2021.
  • Funds reported $234M of Eaton Vance Municipal Bond Fund stock for Q4 2021, down 1.5% quarter-over-quarter.
  • 33 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +26 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2021 was Hennion & Walsh Asset Management, an estimated $4.25M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2021.