EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

44 hedge funds and large institutions have $73.6M invested in Eaton Vance California Municipal Bond Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$8.6M
2
Wells Fargo
2
Wells Fargo
California
$2.22M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.1M
4
Stifel Financial
4
Stifel Financial
Missouri
$604K
5
AAM
5
Advisors Asset Management
Colorado
$2.18M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$24.4M
2
CRC
2
Curi RMB Capital
Illinois
$0
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$1.94M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.65M
5
UBS Group
5
UBS Group
Switzerland
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$238K +$70 +6 +0%
SW
27
SteelPeak Wealth
California
$201K – – –
KAS
28
Kestra Advisory Services
Texas
$192K -$321K -27,618 -63%
PCA
29
Peddock Capital Advisors
Massachusetts
$177K +$177K +15,200 New
Ameriprise
30
Ameriprise
Minnesota
$161K +$81 +7 +0.1%
ACM
31
Alethea Capital Management
Washington
$158K – – –
WANY
32
Wealthspire Advisors (New York)
New York
$154K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$145K +$9.9K +850 +7%
OCM
34
Orion Capital Management
California
$140K – – –
RIA
35
Realta Investment Advisors
Delaware
$128K -$5.84K -502 -4%
Cerity Partners
36
Cerity Partners
New York
$123K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$76K -$68.8K -5,839 -48%
NFG
38
Next Financial Group
Texas
$58K – – –
Citigroup
39
Citigroup
New York
$44K +$35 +3 +0.1%
SPIA
40
Steward Partners Investment Advisory
New York
$27.4K – – –
RFA
41
Reilly Financial Advisors
California
$27K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$27K – – –
WT
43
Whittier Trust
California
$23K – – –
CRC
44
Curi RMB Capital
Illinois
– -$1.75M -148,590 Closed
RCM
45
Robinson Capital Management
Michigan
– -$306K -26,028 Closed
RJA
46
Raymond James & Associates
Florida
– -$166K -14,115 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
– -$122K -10,396 Closed
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