Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE MUN BD FD (EIM)

115 + Investors. Track Smart Money conviction in EIM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — EIM

Based on 115 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
115 hedge funds hold EIM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EIM is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

57 buying40 selling
Last quarter: 57 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new EIM position: 10 → 9 → 10 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 20% medium 15% new
75 out of 115 hedge funds have held EIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -19%, value -96%

Value
-95%
Shares
-19%
Last quarter: funds added -19% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

20 → 10 → 9 → 10 → 25 new funds/Q
New funds entering each quarter: 10 → 9 → 10 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 9% 1-2yr 22% new
Of 115 current holders: 80 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
15 of 115 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EIM

How many hedge funds hold EIM — quarterly history vs. share price
Quarterly hedge fund ownership of EIM vs. share price

Market Analysis: EIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EIM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: EIM
2026 Q1 Stats Unlock in 17 days 115 + Investors

Track Smart Money conviction in EIM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 100 15.0%
13F Shares 13M 17M -19.0%
Total Value $145M $3.43B -95.76%
New Positions 25 10 +15
Increased Positions 32 28 +4
Closed Positions 10 12 -2
Reduced Positions 30 34 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EIM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

115 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EIM. Verified SEC 13F-HR filings.

Top 25 institutional holders of EIM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rareview Capital LLC 1.46% 256,760 $2.5M
2 Cresta Advisors, Ltd. 1.02% 255,415 $2.5M
3 MELFA WEALTH MANAGEMENT, INC. 0.96% 171,927 $1.7M
4 Garner Asset Management Corp 0.48% 126,002 $1.2M
5 Indiana Trust & Investment Management Co 0.36% 118,000 $1.2M
6 Uniting Wealth Partners, LLC 0.16% 76,170 $744K
7 Pflug Koory, LLC 0.13% 28,325 $277K
8 Pathfinder Wealth Consulting, Inc. 0.10% 16,174 $158K
9 Mountain Hill Investment Partners Corp. 0.08% 13,000 $127K
10 JFS WEALTH ADVISORS, LLC 0.08% 137,434 $1.3M
11 PFS Partners, LLC 0.07% 15,728 $154K
12 Fortitude Advisory Group L.L.C. 0.06% 12,725 $124K
13 Noble Wealth Management PBC 0.05% 9,946 $97K
14 High Net Worth Advisory Group LLC 0.05% 20,176 $197K
15 MACKAY SHIELDS LLC 0.05% 125,764 $1.2M
16 Wealthspire Advisors, LLC 0.04% 568,062 $5.5M
17 Realta Investment Advisors 0.04% 12,461 $122K
18 Centennial Wealth Advisory LLC 0.04% 14,842 $145K
19 Wealth Alliance Advisory Group, LLC 0.02% 12,611 $123K
20 PEOPLES FINANCIAL SERVICES CORP. 0.01% 1,666 $16K
21 Plancorp, LLC 0.01% 23,900 $236K
22 WEDBUSH SECURITIES INC 0.01% 22,656
23 Capital Investment Advisors, LLC 0.01% 34,103 $333K
24 World Investment Advisors 0.01% 33,281 $325K
25 GRIMES & Co WEALTH MANAGEMENT, LLC 0.00% 17,439 $170K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EATON VANCE MUN BD FD (EIM)

What does the Smart Money Trend signal show for EIM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EIM?

Slight buying edge — 59% buying: Last quarter: 57 funds bought or added vs 40 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EIM holders?

Strong quality — 28% AUM from major funds: 15 of 115 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EIM?

65% of holders stayed for 2+ years: 75 out of 115 hedge funds have held EIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.