EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

43 hedge funds and large institutions have $47.7M invested in Eaton Vance California Municipal Bond Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$6.16M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$6.31M
3
RCM
Rivernorth Capital Management
Florida
$2.88M
4
BPCM
Beach Point Capital Management
California
$1.61M
5
DWM
Dakota Wealth Management
Florida
$555K

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$1.4M
2
SG Americas Securities
SG Americas Securities
New York
$0
3
Invesco
Invesco
Georgia
$1.11M
4
GC
Guggenheim Capital
Illinois
$5.31M
5
WAM
Wolverine Asset Management
Illinois
$2.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$223K +$38K +3,820 +21%
Lido Advisors
27
Lido Advisors
California
$205K – – –
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$194K – – –
ACM
29
Alethea Capital Management
Washington
$148K -$28.3K -2,841 -16%
LPL Financial
30
LPL Financial
California
$142K -$16K -1,610 -10%
FAAS
31
First Allied Advisory Services
California
$140K +$140K +14,117 New
ACI
32
Alpha Cubed Investments
California
$127K – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$117K -$950 -95 -0.8%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$104K -$77.9K -7,797 -43%
1CP
35
1607 Capital Partners
Virginia
$99K +$99K +9,900 New
RFA
36
Reilly Financial Advisors
California
$53K – – –
SWP
37
Stratos Wealth Partners
Ohio
$50K +$50K +5,000 New
Citigroup
38
Citigroup
New York
$42K +$40 +4 +0.1%
AG
39
Advisor Group
Arizona
$37K -$15K -1,500 -29%
IA
40
IFP Advisors
Florida
$24K +$98 +10 +0.4%
SPIA
41
Steward Partners Investment Advisory
New York
$23K – – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$23K +$528 +53 +2%
RMAM
43
Raab & Moskowitz Asset Management
New Jersey
$4K +$4K +482 New
SG Americas Securities
44
SG Americas Securities
New York
– -$543K -52,530 Closed
DA
45
Doliver Advisors
Texas
– -$223K -21,581 Closed
LCM
46
Laurion Capital Management
New York
– -$207K -20,046 Closed
STA
47
Summit Trail Advisors
New York
– -$28K -2,699 Closed
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