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EIM

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
51
Reduced
25
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$4.19M
2
KIM
Karpus Investment Management
New York
+$3.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.41M
4
LWA
Lenox Wealth Advisors
New York
+$1.86M
5
AWA
Arete Wealth Advisors
Illinois
+$1.65M

Top Sellers

1
BI
Bramshill Investments
Florida
-$12.9M
2
Stifel Financial
Stifel Financial
Missouri
-$1.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
4
RVPG
Relative Value Partners Group
-$684K
5
Cohen & Steers
Cohen & Steers
New York
-$453K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$24.6M +$192K +15,700 +0.7%
BI
2
Bramshill Investments
Florida
$22.9M -$12.9M -1,055,518 -35%
KIM
3
Karpus Investment Management
New York
$14.5M +$3.9M +318,670 +34%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$13.4M +$910K +74,398 +7%
Wells Fargo
5
Wells Fargo
California
$12M +$502K +40,999 +4%
PPA
6
Parametric Portfolio Associates
Washington
$8.71M +$4.19M +342,213 +82%
RVPG
7
Relative Value Partners Group
$7.84M -$684K -55,891 -8%
Morgan Stanley
8
Morgan Stanley
New York
$5.51M +$196K +15,977 +3%
UBS Group
9
UBS Group
Switzerland
$5.46M -$92K -7,519 -2%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$4.97M +$3.41M +279,018 +182%
VanEck Associates
11
VanEck Associates
New York
$4.57M -$168K -13,695 -3%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$4.55M +$1.5M +122,563 +45%
RJA
13
Raymond James & Associates
Florida
$4.3M +$609K +49,803 +15%
AAM
14
Advisors Asset Management
Colorado
$4.03M +$916K +74,830 +27%
MFG
15
Merit Financial Group
Georgia
$3.97M +$209K +17,053 +5%
JWA
16
JFS Wealth Advisors
Pennsylvania
$3.75M +$24.5K +2,006 +0.6%
GC
17
Guggenheim Capital
Illinois
$3.48M +$955K +78,076 +35%
Ameriprise
18
Ameriprise
Minnesota
$3.07M +$382K +31,201 +13%
PWP
19
Private Wealth Partners
California
$2.61M +$1.21M +98,700 +77%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.46M -$428K -34,964 -14%
AWA
21
Arete Wealth Advisors
Illinois
$2.39M +$1.65M +135,237 +187%
BB
22
Busey Bank
Illinois
$2.32M -$35.4K -2,891 -1%
GAMC
23
Garner Asset Management Corp
Texas
$2.27M +$1.26M +102,724 +108%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.98M +$49.2K +4,020 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.98M +$164K +13,362 +8%
1
2 3 4 5

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.