Eaton Vance Municipal Bond Fund
EIM
132 hedge funds and large institutions have $321M invested in Eaton Vance Municipal Bond Fund in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more capital invested
Capital invested by funds: $262M → $321M (+$59.4M)
13% more funds holding
Funds holding: 117 → 132 (+15)
3.46% more ownership
Funds ownership: 40.61% → 44.08% (+3.5%)
19% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$19.9M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$3.18M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$2.7M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.09M |
| 5 |
MC
Mathes Company
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.37M |
| 2 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.17M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$2.07M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.96M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.07M |
EIM Hedge Fund Activity: Q4 2023 in Review
132 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q4 2023, worth a combined $321M — up 23% from $262M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EIM positions and 12 closed out — a net gain of 17 holders — while 30 added to existing stakes and 37 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $19.9M. The largest seller was Morgan Stanley, cutting an estimated $7.37M.
- 132 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q4 2023, up from 117 in Q3 2023.
- Funds reported $321M of Eaton Vance Municipal Bond Fund stock for Q4 2023, up 23% quarter-over-quarter.
- 29 funds opened new Eaton Vance Municipal Bond Fund positions in Q4 2023 and 12 closed out, a net change of +17 holders.
- The largest Eaton Vance Municipal Bond Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $19.9M added.
- The largest Eaton Vance Municipal Bond Fund seller in Q4 2023 was Morgan Stanley, an estimated $7.37M sold.
Based on aggregated 13F filings for Q4 2023.