EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

43 hedge funds and large institutions have $59.9M invested in Eaton Vance California Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.72M
2
GC
2
Guggenheim Capital
Illinois
$7.92M
3
UBS Group
3
UBS Group
Switzerland
$2.15M
4
AA
4
AlphaCentric Advisors
Puerto Rico
$337K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.08M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$438K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.17M
4
DWM
4
Dakota Wealth Management
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SteelPeak Wealth
California
$206K – – –
Ameriprise
27
Ameriprise
Minnesota
$170K +$4.89K +411 +3%
ACM
28
Alethea Capital Management
Washington
$162K – – –
WANY
29
Wealthspire Advisors (New York)
New York
$158K – – –
KAS
30
Kestra Advisory Services
Texas
$158K +$703 +59 +0.4%
Osaic Holdings
31
Osaic Holdings
Arizona
$151K +$102K +8,529 +208%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$149K – – –
VF
33
Virtu Financial
New York
$148K +$148K +12,402 New
OCM
34
Orion Capital Management
California
$143K – – –
PCA
35
Peddock Capital Advisors
Massachusetts
$134K – – –
RIA
36
Realta Investment Advisors
Delaware
$131K – – –
Cerity Partners
37
Cerity Partners
New York
$126K – – –
NFG
38
Next Financial Group
Texas
$90K +$30K +2,500 +50%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$57K +$57K +4,775 New
SPIA
40
Steward Partners Investment Advisory
New York
$28K – – –
RFA
41
Reilly Financial Advisors
California
$28K – – –
LWM
42
Liberty Wealth Management
California
$17K – – –
AFG
43
Albion Financial Group
Utah
$6K – – –
CAN
44
Cetera Advisor Networks
California
– -$253K -21,160 Closed
ACA
45
Ackerman Capital Advisors
Texas
– -$195K -16,292 Closed
Citigroup
46
Citigroup
New York
– -$45K -3,778 Closed
WT
47
Whittier Trust
California
– -$24K -2,000 Closed
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