EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

49 hedge funds and large institutions have $80M invested in Eaton Vance California Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$10.8M
2
RCM
2
Rivernorth Capital Management
Florida
$3.77M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.42M
4
SCM
4
Saba Capital Management
New York
$20.1M
5
LSC
5
Logan Stone Capital
Illinois
$3.77M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$1.62M
2
SCA
2
Snowden Capital Advisors
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.68M
4
UBS Group
4
UBS Group
Switzerland
$1.11M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
26
Dakota Wealth Management
Florida
$534K – – –
VCM
27
Vivaldi Capital Management
Illinois
$528K -$6.04K -744 -1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$305K -$512 -63 -0.2%
FPCP
29
Fort Point Capital Partners
California
$290K +$130K +16,004 +81%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$258K -$44K -5,416 -15%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$253K +$13.7K +1,372 +6%
MWM
32
Melfa Wealth Management
Massachusetts
$240K +$1.23K +151 +0.5%
MA
33
MKT Advisors
California
$226K – – –
DI
34
Diligent Investors
California
$162K – – –
MC
35
Matisse Capital
Oregon
$148K – – –
RJA
36
Raymond James & Associates
Florida
$144K +$62.6K +7,706 +77%
SW
37
SteelPeak Wealth
California
$140K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$122K +$122K +15,052 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$121K +$121K +14,960 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$111K -$11.2K -1,374 -9%
TIM
41
Tortoise Investment Management
New York
$97.4K – – –
ACM
42
Alethea Capital Management
Washington
$86.5K -$20.1K -2,471 -19%
CAM
43
Concorde Asset Management
Michigan
$81.2K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$73.9K +$12.1K +1,486 +20%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$48.3K +$43.7K +5,379 +949%
SPIA
46
Steward Partners Investment Advisory
New York
$29.6K – – –
HCM
47
Hollencrest Capital Management
California
$22.5K – – –
UB
48
UMB Bank
Missouri
$15K – – –
AFG
49
Albion Financial Group
Utah
$4.36K – – –
SCA
50
Snowden Capital Advisors
New York
– -$748K -84,027 Closed
1
2
3