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EIM

Eaton Vance Municipal Bond Fund
EIM

117 hedge funds and large institutions have $262M invested in Eaton Vance Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 32

2.65% more ownership

Funds ownership: 37.96% → 40.61% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $272M → $262M (-$9.98M)

5% less funds holding

Funds holding: 123 → 117 (-6)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
117
Holders Change
-6
Holders Change %
-4.88%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
38
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$10.5M
2
RCM
Rivernorth Capital Management
Florida
+$2.49M
3
SIA
Sit Investment Associates
Minnesota
+$2.25M
4
API
Advisor Partners II
California
+$1.79M
5
AA
AQR Arbitrage
Connecticut
+$1.63M

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.28M
2
Morgan Stanley
Morgan Stanley
New York
-$2.06M
3
UBS Group
UBS Group
Switzerland
-$1.53M
4
BB
Busey Bank
Illinois
-$353K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$73.5M +$10.5M +1,084,610 +15%
BI
2
Bramshill Investments
Florida
$30.7M +$1.41M +145,171 +4%
RCM
3
Rivernorth Capital Management
Florida
$19.5M +$2.49M +257,729 +13%
SIA
4
Sit Investment Associates
Minnesota
$14.6M +$2.25M +232,667 +17%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$11.4M -$3.28M -338,682 -21%
GC
6
Guggenheim Capital
Illinois
$10M +$1.25M +129,367 +13%
Morgan Stanley
7
Morgan Stanley
New York
$9.82M -$2.06M -213,066 -16%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$9.52M – – –
Wells Fargo
9
Wells Fargo
California
$6.74M +$320K +33,086 +5%
AAM
10
Advisors Asset Management
Colorado
$5.27M +$428K +44,237 +8%
WANY
11
Wealthspire Advisors (New York)
New York
$4.5M +$234K +24,187 +5%
VanEck Associates
12
VanEck Associates
New York
$4.18M -$119K -12,298 -3%
DWM
13
Dakota Wealth Management
Florida
$4.16M +$754K +77,902 +20%
AA
14
AQR Arbitrage
Connecticut
$3.76M +$1.63M +168,115 +67%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.91M +$237K +24,478 +8%
RCM
16
Robinson Capital Management
Michigan
$2.9M +$545K +56,342 +21%
AWA
17
Arete Wealth Advisors
Illinois
$2.86M +$96.8K +10,000 +3%
RJA
18
Raymond James & Associates
Florida
$2.82M -$63.2K -6,524 -2%
UBS Group
19
UBS Group
Switzerland
$2.59M -$1.53M -158,421 -35%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.42M +$170K +17,537 +7%
Ameriprise
21
Ameriprise
Minnesota
$2.35M -$87.4K -9,031 -3%
JWA
22
JFS Wealth Advisors
Pennsylvania
$2.14M -$15.8K -1,628 -0.7%
LSC
23
Logan Stone Capital
Illinois
$2M +$970K +100,254 +82%
MFG
24
Merit Financial Group
Georgia
$1.96M -$97.6K -10,087 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.66M +$76.3K +7,880 +4%
1
2 3 4 5

EIM Hedge Fund Activity: Q3 2023 in Review

117 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2023, worth a combined $262M — down 3.7% from $272M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of EIM and 9 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 38 added.

The largest buyer was Karpus Investment Management, adding an estimated $10.5M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $3.28M.

  • 117 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2023, down from 123 in Q2 2023.
  • Funds reported $262M of Eaton Vance Municipal Bond Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
  • 9 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2023 and 14 closed out, a net change of -5 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $10.5M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2023.