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EIM

Eaton Vance Municipal Bond Fund

137 hedge funds and large institutions have $271M invested in Eaton Vance Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $219M → $271M (+$52M)

4.75% more ownership

Funds ownership: 31.54%36.29% (+4.7%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

1% less funds holding

Funds holding: 139137 (-2)

16% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 44

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
37
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$63M +$35.5M +3,592,742 +146%
BI
2
Bramshill Investments
Florida
$31M +$1.65M +167,250 +6%
Morgan Stanley
3
Morgan Stanley
New York
$21M +$2.23M +225,920 +13%
RCM
4
Rivernorth Capital Management
Florida
$19.2M -$2.73M -275,749 -13%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$18M +$1.73M +174,898 +11%
SIA
6
Sit Investment Associates
Minnesota
$11.7M +$4.01M +405,145 +57%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$8.94M +$917K +92,700 +12%
Wells Fargo
8
Wells Fargo
California
$7.52M -$1.61M -162,340 -18%
GC
9
Guggenheim Capital
Illinois
$6.92M +$2.09M +211,553 +47%
UBS Group
10
UBS Group
Switzerland
$5.39M -$2.28M -230,836 -31%
AAM
11
Advisors Asset Management
Colorado
$5.09M -$163K -16,458 -3%
VanEck Associates
12
VanEck Associates
New York
$4.11M +$291K +29,406 +8%
WANY
13
Wealthspire Advisors (New York)
New York
$3.99M -$10.3K -1,040 -0.3%
RJA
14
Raymond James & Associates
Florida
$3.82M -$131K -13,258 -3%
DWM
15
Dakota Wealth Management
Florida
$3.46M +$1.32M +133,265 +67%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.02M +$256K +25,896 +10%
RVPG
17
Relative Value Partners Group
$2.82M -$1.15M -116,194 -30%
Ameriprise
18
Ameriprise
Minnesota
$2.8M -$110K -11,106 -4%
RCM
19
Robinson Capital Management
Michigan
$2.68M +$1.17M +118,597 +84%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.63M +$1.09M +110,410 +77%
MFG
21
Merit Financial Group
Georgia
$2.54M -$962K -97,311 -28%
JWA
22
JFS Wealth Advisors
Pennsylvania
$2.5M +$999 +101 +0%
BB
23
Busey Bank
Illinois
$1.89M -$187K -18,907 -9%
COLIM
24
City of London Investment Management
United Kingdom
$1.78M +$307K +31,000 +22%
MWM
25
Melfa Wealth Management
Massachusetts
$1.73M +$1.65M +166,509 New

EIM Hedge Fund Activity: Q4 2022 in Review

137 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2022, worth a combined $271M — up 24% from $219M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EIM positions and 22 closed out — a net gain of 1 holder — while 37 added to existing stakes and 44 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $35.5M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $4.34M sold.

  • 137 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2022, down from 139 in Q3 2022.
  • Funds reported $271M of Eaton Vance Municipal Bond Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 23 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2022 and 22 closed out, a net change of +1 holder.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $35.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q4 2022 was Fiera Capital (Canada), an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2022.