EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

54 hedge funds and large institutions have $64.8M invested in Eaton Vance California Municipal Bond Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
15
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$14.6M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.2M
3
AC
3
Almitas Capital
California
$2.07M
4
LSC
4
Logan Stone Capital
Illinois
$2.53M
5
WP
5
Woodline Partners
California
$745K

Top Sellers

1
RCG
1
Regatta Capital Group
California
$1.01M
2
KIM
2
Karpus Investment Management
New York
$2.87M
3
RCM
3
Rivernorth Capital Management
Florida
$4.3M
4
Wells Fargo
4
Wells Fargo
California
$3.2M
5
DWM
5
Dakota Wealth Management
Florida
$565K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$503K -$2.35K -272 -0.5%
Ameriprise
27
Ameriprise
Minnesota
$392K +$122K +14,153 +45%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$375K -$465K -53,727 -55%
LPL Financial
29
LPL Financial
California
$368K +$180K +20,846 +96%
MWM
30
Melfa Wealth Management
Massachusetts
$333K +$333K +38,522 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$289K +$289K +33,501 New
Mariner
32
Mariner
Kansas
$260K +$260K +30,037 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$255K +$255K +25,097 New
MA
34
MKT Advisors
California
$248K – – –
VCM
35
Vivaldi Capital Management
Illinois
$204K +$89 +10 +0%
DI
36
Diligent Investors
California
$173K – – –
LCM
37
Landscape Capital Management
New Jersey
$169K +$57.5K +6,652 +52%
AWS
38
Atria Wealth Solutions
New York
$161K +$161K +18,645 New
MC
39
Matisse Capital
Oregon
$157K – – –
SW
40
SteelPeak Wealth
California
$149K – – –
RPCA
41
Running Point Capital Advisors
California
$130K – – –
ACA
42
Ackerman Capital Advisors
Texas
$122K +$122K +14,139 New
QC
43
Quantedge Capital
Singapore
$119K -$198K -22,934 -63%
ACM
44
Alethea Capital Management
Washington
$113K -$3.89K -450 -3%
Osaic Holdings
45
Osaic Holdings
Arizona
$113K -$38.6K -4,440 -25%
TIM
46
Tortoise Investment Management
New York
$104K +$104K +12,000 New
STA
47
Summit Trail Advisors
New York
$100K +$100K +11,595 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$95.4K +$95.4K +11,040 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$90K -$110K -12,700 -55%
SPIA
50
Steward Partners Investment Advisory
New York
$26.7K – – –
1
2
3