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EIM

Eaton Vance Municipal Bond Fund

120 hedge funds and large institutions have $275M invested in Eaton Vance Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $271M → $275M (+$4.16M)

0.69% more ownership

Funds ownership: 36.29%36.98% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less funds holding

Funds holding: 137120 (-17)

65% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 23

Holders
120
Holders Change
-17
Holders Change %
-12.41%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
35
Reduced
33
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$68.1M +$4.99M +486,318 +8%
BI
2
Bramshill Investments
Florida
$33.1M +$2.12M +206,890 +7%
Morgan Stanley
3
Morgan Stanley
New York
$18.2M -$2.84M -277,284 -14%
RCM
4
Rivernorth Capital Management
Florida
$17.8M -$1.42M -138,237 -7%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$16.3M -$1.71M -166,877 -10%
SIA
6
Sit Investment Associates
Minnesota
$13.4M +$1.73M +168,473 +15%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$10.9M +$1.97M +191,877 +22%
GC
8
Guggenheim Capital
Illinois
$8.61M +$1.67M +162,635 +24%
Wells Fargo
9
Wells Fargo
California
$7.45M -$71K -6,928 -1%
AAM
10
Advisors Asset Management
Colorado
$5.67M +$568K +55,421 +11%
WANY
11
Wealthspire Advisors (New York)
New York
$5.18M +$1.17M +113,960 +30%
UBS Group
12
UBS Group
Switzerland
$5.16M -$238K -23,180 -4%
VanEck Associates
13
VanEck Associates
New York
$4.87M +$742K +72,373 +18%
DWM
14
Dakota Wealth Management
Florida
$3.92M +$442K +43,082 +13%
RJA
15
Raymond James & Associates
Florida
$3.54M -$282K -27,546 -7%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.11M +$84.7K +8,262 +3%
AWA
17
Arete Wealth Advisors
Illinois
$3.06M +$3.01M +294,000 New
Ameriprise
18
Ameriprise
Minnesota
$3.03M +$260K +25,399 +10%
MFG
19
Merit Financial Group
Georgia
$2.77M +$225K +21,959 +9%
RCM
20
Robinson Capital Management
Michigan
$2.71M +$61.8K +6,032 +2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.61M -$25.3K -2,464 -1%
JWA
22
JFS Wealth Advisors
Pennsylvania
$2.5M +$974 +95 +0%
AA
23
AQR Arbitrage
Connecticut
$1.97M +$398K +38,837 +26%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.85M +$194K +18,902 +12%
MWM
25
Melfa Wealth Management
Massachusetts
$1.73M -$1.02K -100 -0.1%

EIM Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2023, worth a combined $275M — up 1.5% from $271M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of EIM and 8 opened new positions — a net loss of 15 holders — while 33 trimmed existing stakes and 35 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.99M. The largest seller was Morgan Stanley, cutting an estimated $2.84M.

  • 120 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2023, down from 137 in Q4 2022.
  • Funds reported $275M of Eaton Vance Municipal Bond Fund stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 8 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2023 and 23 closed out, a net change of -15 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2023 was Karpus Investment Management, an estimated $4.99M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2023 was Morgan Stanley, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2023.