EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

44 hedge funds and large institutions have $68.5M invested in Eaton Vance California Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
–
Holders Change %
0%
% 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
11
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.73M
2
GC
2
Guggenheim Capital
Illinois
$7.44M
3
UBS Group
3
UBS Group
Switzerland
$1.79M
4
EW
4
Evoke Wealth
California
$1.37M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.25M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$20.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.65M
3
COLIM
3
City of London Investment Management
United Kingdom
$666K
4
Invesco
4
Invesco
Georgia
$786K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SteelPeak Wealth
California
$206K – – –
ACA
27
Ackerman Capital Advisors
Texas
$195K +$195K +16,292 New
Ameriprise
28
Ameriprise
Minnesota
$166K +$96 +8 +0.1%
ACM
29
Alethea Capital Management
Washington
$162K – – –
WANY
30
Wealthspire Advisors (New York)
New York
$159K – – –
KAS
31
Kestra Advisory Services
Texas
$158K -$39.6K -3,312 -20%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$149K – – –
OCM
33
Orion Capital Management
California
$144K – – –
PCA
34
Peddock Capital Advisors
Massachusetts
$135K -$48.2K -3,999 -26%
RIA
35
Realta Investment Advisors
Delaware
$132K – – –
Cerity Partners
36
Cerity Partners
New York
$126K – – –
NFG
37
Next Financial Group
Texas
$60K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$49K +$21.1K +1,765 +76%
Citigroup
39
Citigroup
New York
$45K +$48 +4 +0.1%
SPIA
40
Steward Partners Investment Advisory
New York
$28K – – –
RFA
41
Reilly Financial Advisors
California
$28K – – –
WT
42
Whittier Trust
California
$24K – – –
LWM
43
Liberty Wealth Management
California
$17K +$17K +1,394 New
AFG
44
Albion Financial Group
Utah
$6K +$6K +537 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
– -$319K -27,364 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
– -$76K -6,452 Closed
1
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