EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

45 hedge funds and large institutions have $54.8M invested in Eaton Vance California Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
8
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.23M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.36M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$231K
5
Millennium Management
5
Millennium Management
New York
$217K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$5.86M
2
VCM
2
Vivaldi Capital Management
Illinois
$0
3
C
3
Certuity
Florida
$0
4
FFA
4
First Foundation Advisors
California
$140K
5
GC
5
Guggenheim Capital
Illinois
$7.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
26
SteelPeak Wealth
California
$200K – – –
AA
27
AlphaCentric Advisors
Puerto Rico
$199K -$128K -11,050 -39%
BCM
28
Bluefin Capital Management
New York
$190K +$190K +16,404 New
Ameriprise
29
Ameriprise
Minnesota
$183K +$17.1K +1,474 +10%
ACM
30
Alethea Capital Management
Washington
$158K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$144K – – –
FFA
32
First Foundation Advisors
California
$140K -$938K -80,587 -87%
OCM
33
Orion Capital Management
California
$139K – – –
PCA
34
Peddock Capital Advisors
Massachusetts
$130K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$123K -$22.9K -1,980 -16%
Cerity Partners
36
Cerity Partners
New York
$122K – – –
NFG
37
Next Financial Group
Texas
$87K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
SCA
39
Snowden Capital Advisors
New York
$31K +$31K +2,675 New
SPIA
40
Steward Partners Investment Advisory
New York
$27K – – –
RFA
41
Reilly Financial Advisors
California
$27K – – –
WAM
42
Wolverine Asset Management
Illinois
$27K +$27K +2,354 New
AssetMark Inc
43
AssetMark Inc
California
$17K +$17K +1,450 New
AFG
44
Albion Financial Group
Utah
$6K – – –
UB
45
UMB Bank
Missouri
$2K +$2K +200 New
VCM
46
Vivaldi Capital Management
Illinois
– -$1.55M -130,185 Closed
C
47
Certuity
Florida
– -$1.32M -110,135 Closed
WANY
48
Wealthspire Advisors (New York)
New York
– -$158K -13,270 Closed
KAS
49
Kestra Advisory Services
Texas
– -$158K -13,260 Closed
VF
50
Virtu Financial
New York
– -$148K -12,402 Closed
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