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EIM

Eaton Vance Municipal Bond Fund
EIM

123 hedge funds and large institutions have $272M invested in Eaton Vance Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 120 → 123 (+3)

0.99% more ownership

Funds ownership: 36.98% → 37.96% (+0.99%)

1% less capital invested

Capital invested by funds: $275M → $272M (-$3.58M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
14
Increased
39
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$5.8M
2
RCM
Rivernorth Capital Management
Florida
+$2.12M
3
GC
Guggenheim Capital
Illinois
+$1.62M
4
SIA
Sit Investment Associates
Minnesota
+$1.09M
5
BI
Bramshill Investments
Florida
+$903K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.4M
2
UBS Group
UBS Group
Switzerland
-$486K
3
GAMC
Garner Asset Management Corp
Texas
-$463K
4
MFG
Merit Financial Group
Georgia
-$379K
5
MSL
Mackay Shields LLC
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$70.9M +$5.8M +576,262 +9%
BI
2
Bramshill Investments
Florida
$32.6M +$903K +89,725 +3%
RCM
3
Rivernorth Capital Management
Florida
$19.1M +$2.12M +210,705 +12%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$16M +$480K +47,680 +3%
SIA
5
Sit Investment Associates
Minnesota
$13.9M +$1.09M +108,140 +8%
Morgan Stanley
6
Morgan Stanley
New York
$13M -$4.4M -437,184 -25%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$10.6M +$101K +10,000 +0.9%
GC
8
Guggenheim Capital
Illinois
$9.84M +$1.62M +161,028 +19%
Wells Fargo
9
Wells Fargo
California
$7.15M +$25.5K +2,532 +0.4%
AAM
10
Advisors Asset Management
Colorado
$5.42M -$12.7K -1,257 -0.2%
VanEck Associates
11
VanEck Associates
New York
$4.77M +$112K +11,124 +2%
WANY
12
Wealthspire Advisors (New York)
New York
$4.75M -$206K -20,487 -4%
UBS Group
13
UBS Group
Switzerland
$4.45M -$486K -48,301 -10%
DWM
14
Dakota Wealth Management
Florida
$3.84M +$94.8K +9,415 +3%
RJA
15
Raymond James & Associates
Florida
$3.19M -$197K -19,530 -6%
AWA
16
Arete Wealth Advisors
Illinois
$3.08M +$151K +15,000 +5%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.99M +$6.66K +662 +0.2%
Ameriprise
18
Ameriprise
Minnesota
$2.7M -$204K -20,236 -7%
RCM
19
Robinson Capital Management
Michigan
$2.67M – – –
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.51M +$19.1K +1,900 +0.8%
AA
21
AQR Arbitrage
Connecticut
$2.5M +$628K +62,449 +33%
JWA
22
JFS Wealth Advisors
Pennsylvania
$2.39M +$976 +97 +0%
MFG
23
Merit Financial Group
Georgia
$2.27M -$379K -37,662 -14%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.76M -$10.3K -1,027 -0.6%
MWM
25
Melfa Wealth Management
Massachusetts
$1.59M -$62K -6,159 -4%
1
2 3 4 5

EIM Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q2 2023, worth a combined $272M — down 1.3% from $275M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new EIM positions and 11 closed out — a net gain of 3 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.8M. The largest seller was Morgan Stanley, cutting an estimated $4.4M.

  • 123 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $272M of Eaton Vance Municipal Bond Fund stock for Q2 2023, down 1.3% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Municipal Bond Fund positions in Q2 2023 and 11 closed out, a net change of +3 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $5.8M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q2 2023 was Morgan Stanley, an estimated $4.4M sold.

Based on aggregated 13F filings for Q2 2023.