EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

49 hedge funds and large institutions have $76.8M invested in Eaton Vance California Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$21.3M
2
COLIM
2
City of London Investment Management
United Kingdom
$1.98M
3
AC
3
Almitas Capital
California
$3.22M
4
LPL Financial
4
LPL Financial
California
$898K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.33M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.43M
2
RCM
2
Robinson Capital Management
Michigan
$1.27M
3
RCG
3
Regatta Capital Group
California
$818K
4
UBS Group
4
UBS Group
Switzerland
$1.57M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Vivaldi Capital Management
Illinois
$585K -$8.38K -942 -1%
RCM
27
Rivernorth Capital Management
Florida
$522K +$81.1K +9,113 +18%
Deutsche Bank
28
Deutsche Bank
Germany
$396K +$396K +44,470 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$335K +$32.5K +3,656 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$331K -$16K -1,800 -5%
MWM
31
Melfa Wealth Management
Massachusetts
$262K -$81.6K -9,169 -24%
MA
32
MKT Advisors
California
$248K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$248K +$3.57K +344 +1%
DI
34
Diligent Investors
California
$178K – – –
FPCP
35
Fort Point Capital Partners
California
$175K +$175K +19,706 New
MC
36
Matisse Capital
Oregon
$162K – – –
SW
37
SteelPeak Wealth
California
$153K -$445 -50 -0.3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$134K -$9.59K -1,077 -7%
ACM
39
Alethea Capital Management
Washington
$117K – – –
TIM
40
Tortoise Investment Management
New York
$107K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$93K – – –
CAM
42
Concorde Asset Management
Michigan
$89K +$89K +10,000 New
RJA
43
Raymond James & Associates
Florida
$89K +$89K +10,000 New
Osaic Holdings
44
Osaic Holdings
Arizona
$67.8K -$15.4K -1,732 -19%
SPIA
45
Steward Partners Investment Advisory
New York
$32.5K – – –
HCM
46
Hollencrest Capital Management
California
$24.7K – – –
UB
47
UMB Bank
Missouri
$16.5K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$5.05K +$5.05K +567 New
AFG
49
Albion Financial Group
Utah
$4.78K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
– -$118K -13,125 Closed
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