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EIM

Eaton Vance Municipal Bond Fund

114 hedge funds and large institutions have $219M invested in Eaton Vance Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 112114 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

15.77% less ownership

Funds ownership: 44.5%28.73% (-16%)

35% less capital invested

Capital invested by funds: $335M → $219M (-$116M)

Holders
114
Holders Change
+2
Holders Change %
+1.79%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
31
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$89.6M -$69M -6,555,254 -44%
GC
2
Guggenheim Capital
Illinois
$13.2M +$1.01M +95,493 +8%
RCM
3
Rivernorth Capital Management
Florida
$10.5M -$12.6M -1,200,274 -55%
SIA
4
Sit Investment Associates
Minnesota
$9.83M -$23.2M -2,203,830 -71%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$7.37M +$1.42M +134,434 +24%
Wells Fargo
6
Wells Fargo
California
$6.55M -$653K -61,989 -9%
COLIM
7
City of London Investment Management
United Kingdom
$4.78M +$2.31M +218,911 +97%
WANY
8
Wealthspire Advisors (New York)
New York
$4.66M +$597K +56,644 +15%
VanEck Associates
9
VanEck Associates
New York
$4.28M -$31.3K -2,968 -0.7%
AAM
10
Advisors Asset Management
Colorado
$4.03M -$323K -30,637 -8%
Ameriprise
11
Ameriprise
Minnesota
$3.94M +$272K +25,790 +8%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$3.8M -$8.87M -842,069 -70%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.73M +$1.45M +137,683 +66%
Morgan Stanley
14
Morgan Stanley
New York
$3.66M +$103K +9,773 +3%
DWM
15
Dakota Wealth Management
Florida
$3.31M -$1.96M -186,536 -38%
MSL
16
Mackay Shields LLC
New York
$2.97M -$1.1M -104,513 -27%
RJA
17
Raymond James & Associates
Florida
$2.88M -$49.4K -4,688 -2%
UBS Group
18
UBS Group
Switzerland
$2.8M +$65.5K +6,223 +2%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$2.78M -$2.67M -253,572 -50%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.39M -$2.35M -223,481 -50%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.9M +$1.86M +176,383 New
MWM
22
Melfa Wealth Management
Massachusetts
$1.79M -$1.49K -141 -0.1%
ITIM
23
Indiana Trust & Investment Management
Indiana
$1.58M
Cohen & Steers
24
Cohen & Steers
New York
$1.51M -$451K -42,861 -23%
JWA
25
JFS Wealth Advisors
Pennsylvania
$1.47M +$1.35M +128,605 +1,599%

EIM Hedge Fund Activity: Q3 2024 in Review

114 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Municipal Bond Fund (EIM) for Q3 2024, worth a combined $219M — down 35% from $335M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new EIM positions and 15 closed out — a net gain of 4 holders — while 31 added to existing stakes and 33 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $2.31M. The largest seller was Karpus Investment Management, cutting an estimated $69M.

  • 114 institutional investors held Eaton Vance Municipal Bond Fund (EIM) as of Q3 2024, up from 112 in Q2 2024.
  • Funds reported $219M of Eaton Vance Municipal Bond Fund stock for Q3 2024, down 35% quarter-over-quarter.
  • 19 funds opened new Eaton Vance Municipal Bond Fund positions in Q3 2024 and 15 closed out, a net change of +4 holders.
  • The largest Eaton Vance Municipal Bond Fund buyer in Q3 2024 was City of London Investment Management, an estimated $2.31M added.
  • The largest Eaton Vance Municipal Bond Fund seller in Q3 2024 was Karpus Investment Management, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2024.