We are live on ! Find out more
EIM

Eaton Vance Municipal Bond Fund

139 hedge funds and large institutions have $219M invested in Eaton Vance Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 134139 (+5)

2.5% more ownership

Funds ownership: 29.04%31.54% (+2.5%)

2% less capital invested

Capital invested by funds: $223M → $219M (-$4.02M)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
38
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$27.2M -$2.45M -229,379 -8%
KIM
2
Karpus Investment Management
New York
$23.9M +$2.21M +207,505 +9%
RCM
3
Rivernorth Capital Management
Florida
$20.6M -$361K -33,860 -2%
Morgan Stanley
4
Morgan Stanley
New York
$17.4M -$1.4M -131,379 -7%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$15.1M +$1.8M +168,367 +12%
Wells Fargo
6
Wells Fargo
California
$8.57M -$275K -25,784 -3%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$7.43M +$3.74M +350,193 +84%
UBS Group
8
UBS Group
Switzerland
$7.26M +$371K +34,821 +5%
SIA
9
Sit Investment Associates
Minnesota
$6.94M +$7.4M +694,138 +3,103%
AAM
10
Advisors Asset Management
Colorado
$4.91M +$533K +49,954 +11%
GC
11
Guggenheim Capital
Illinois
$4.4M +$824K +77,218 +20%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$4.34M -$32.2K -3,021 -0.7%
RVPG
13
Relative Value Partners Group
$3.75M -$2.92M -273,668 -41%
WANY
14
Wealthspire Advisors (New York)
New York
$3.73M +$267K +25,044 +7%
RJA
15
Raymond James & Associates
Florida
$3.69M -$241K -22,621 -6%
VanEck Associates
16
VanEck Associates
New York
$3.55M +$381K +35,743 +11%
MFG
17
Merit Financial Group
Georgia
$3.31M -$193K -18,053 -5%
Ameriprise
18
Ameriprise
Minnesota
$2.67M -$14.1K -1,321 -0.5%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.56M -$395 -37 -0%
AWA
20
Arete Wealth Advisors
Illinois
$2.42M +$2.66M +249,701 New
JWA
21
JFS Wealth Advisors
Pennsylvania
$2.32M +$2.47M +231,182 +2,583%
BB
22
Busey Bank
Illinois
$1.94M -$5.54K -519 -0.3%
DWM
23
Dakota Wealth Management
Florida
$1.94M +$84.8K +7,947 +4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.78M -$23.5K -2,202 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.7M -$13.8K -1,297 -0.7%

EIM Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2022, worth a combined $219M — down 1.8% from $223M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EIM positions and 12 closed out — a net gain of 5 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $7.4M. The largest seller was Relative Value Partners Group, cutting an estimated $2.92M.

  • 139 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $219M of Eaton Vance Municipal Bond Fund stock for Q3 2022, down 1.8% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2022 and 12 closed out, a net change of +5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $7.4M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2022 was Relative Value Partners Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2022.