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EIM

Eaton Vance Municipal Bond Fund
EIM

123 hedge funds and large institutions have $337M invested in Eaton Vance Municipal Bond Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 27

4% more capital invested

Capital invested by funds: $324M → $337M (+$13M)

0.82% more ownership

Funds ownership: 44.51% → 45.34% (+0.82%)

7% less funds holding

Funds holding: 132 → 123 (-9)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
123
Holders Change
-9
Holders Change %
-6.82%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
14
Increased
42
Reduced
27
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$40.9M
2
SIA
Sit Investment Associates
Minnesota
+$11M
3
MSL
Mackay Shields LLC
New York
+$3.61M
4
COLIM
City of London Investment Management
United Kingdom
+$1.22M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$951K

Top Sellers

1
BI
Bramshill Investments
Florida
-$38.1M
2
LSC
Logan Stone Capital
Illinois
-$4.36M
3
Morgan Stanley
Morgan Stanley
New York
-$2.88M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.02M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$148M +$40.9M +3,995,787 +39%
SIA
2
Sit Investment Associates
Minnesota
$27.8M +$11M +1,074,638 +67%
RCM
3
Rivernorth Capital Management
Florida
$22.6M +$205K +20,000 +0.9%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$13M -$333K -32,552 -3%
GC
5
Guggenheim Capital
Illinois
$11.7M -$355K -34,733 -3%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$8.85M -$2.02M -197,502 -19%
Wells Fargo
7
Wells Fargo
California
$6.97M -$79.5K -7,766 -1%
WANY
8
Wealthspire Advisors (New York)
New York
$5.87M +$809K +79,028 +16%
VanEck Associates
9
VanEck Associates
New York
$5.67M +$112K +10,920 +2%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$5.2M -$259K -25,356 -5%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$4.74M +$951K +93,000 +25%
DWM
12
Dakota Wealth Management
Florida
$4.63M +$649K +63,444 +17%
AAM
13
Advisors Asset Management
Colorado
$4.08M -$822K -80,322 -17%
UBS Group
14
UBS Group
Switzerland
$4M +$4.08K +399 +0.1%
AA
15
AQR Arbitrage
Connecticut
$3.86M -$861K -84,182 -18%
RCM
16
Robinson Capital Management
Michigan
$3.82M +$284K +27,800 +8%
MSL
17
Mackay Shields LLC
New York
$3.66M +$3.61M +353,219 New
Ameriprise
18
Ameriprise
Minnesota
$3.53M -$118K -11,504 -3%
Morgan Stanley
19
Morgan Stanley
New York
$3.53M -$2.88M -281,760 -45%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.29M -$10.5K -1,031 -0.3%
AWA
21
Arete Wealth Advisors
Illinois
$3.17M – – –
RJA
22
Raymond James & Associates
Florida
$2.83M +$315K +30,795 +13%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.11M +$162K +15,822 +8%
COLIM
24
City of London Investment Management
United Kingdom
$1.78M +$1.22M +119,510 +228%
MWM
25
Melfa Wealth Management
Massachusetts
$1.74M -$14K -1,373 -0.8%
1
2 3 4 5

EIM Hedge Fund Activity: Q1 2024 in Review

123 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q1 2024, worth a combined $337M — up 4% from $324M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EIM and 14 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 42 added.

The largest buyer was Karpus Investment Management, adding an estimated $40.9M. The largest seller was Bramshill Investments, exiting entirely with an estimated $38.1M sold.

  • 123 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q1 2024, down from 132 in Q4 2023.
  • Funds reported $337M of Eaton Vance Municipal Bond Fund stock for Q1 2024, up 4% quarter-over-quarter.
  • 14 funds opened new Eaton Vance Municipal Bond Fund positions in Q1 2024 and 21 closed out, a net change of -7 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $40.9M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q1 2024 was Bramshill Investments, an estimated $38.1M sold.

Based on aggregated 13F filings for Q1 2024.