EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

46 hedge funds and large institutions have $77.8M invested in Eaton Vance California Municipal Bond Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
15
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$517K
2
RCM
Robinson Capital Management
Michigan
$306K
3
Morgan Stanley
Morgan Stanley
New York
$3.21M
4
EW
Evoke Wealth
California
$1.12M
5
UBS Group
UBS Group
Switzerland
$1.8M

Top Sellers

1
KIM
Karpus Investment Management
New York
$28.9M
2
MA
MUFG Americas
New York
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$322K
4
Stifel Financial
Stifel Financial
Missouri
$275K
5
CRC
Curi RMB Capital
Illinois
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$275K -$188K -15,993 -41%
CAN
27
Cetera Advisor Networks
California
$247K +$622 +53 +0.3%
Lido Advisors
28
Lido Advisors
California
$240K +$17.7K +1,507 +8%
SW
29
SteelPeak Wealth
California
$203K – – –
RJA
30
Raymond James & Associates
Florida
$166K – – –
Ameriprise
31
Ameriprise
Minnesota
$163K +$94 +8 +0.1%
ACM
32
Alethea Capital Management
Washington
$160K – – –
WANY
33
Wealthspire Advisors (New York)
New York
$156K -$58.5K -4,975 -27%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$142K +$48.2K +4,168 +51%
OCM
35
Orion Capital Management
California
$141K +$141K +12,000 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$136K +$14.1K +1,200 +12%
RIA
37
Realta Investment Advisors
Delaware
$135K +$974 +83 +0.7%
Cerity Partners
38
Cerity Partners
New York
$124K +$124K +10,532 New
HighTower Advisors
39
HighTower Advisors
Illinois
$122K +$122K +10,396 New
NFG
40
Next Financial Group
Texas
$59K – – –
Citigroup
41
Citigroup
New York
$44K -$18.6K -1,596 -30%
SPIA
42
Steward Partners Investment Advisory
New York
$28K – – –
RFA
43
Reilly Financial Advisors
California
$27K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$27K – – –
WT
45
Whittier Trust
California
$24K – – –
AFG
46
Albion Financial Group
Utah
$6K +$6K +537 New
MA
47
MUFG Americas
New York
– -$322K -28,370 Closed
PAM
48
Panagora Asset Management
Massachusetts
– -$3K -302 Closed
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