EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

51 hedge funds and large institutions have $106M invested in Eaton Vance California Municipal Bond Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$24.3M
2
SCM
2
Saba Capital Management
New York
$28.5M
3
RCM
3
Rivernorth Capital Management
Florida
$5.56M
4
GC
4
Guggenheim Capital
Illinois
$4.85M
5
AC
5
Almitas Capital
California
$4.37M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
KIM
2
Karpus Investment Management
New York
$0
3
EW
3
Evoke Wealth
California
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$416K
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$416K -$556K -60,749 -57%
LCM
27
Landscape Capital Management
New Jersey
$413K +$413K +45,110 New
NWM
28
Napa Wealth Management
California
$394K +$394K +43,102 New
MWM
29
Melfa Wealth Management
Massachusetts
$387K +$116K +12,654 +43%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$248K +$122K +13,383 +98%
DI
31
Diligent Investors
California
$183K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$174K -$117K -12,750 -40%
MC
33
Matisse Capital
Oregon
$166K – – –
RJA
34
Raymond James & Associates
Florida
$162K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$162K +$24.8K +2,709 +18%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$138K – – –
MA
37
MKT Advisors
California
$111K -$147K -15,802 -57%
TIM
38
Tortoise Investment Management
New York
$110K – – –
CCP
39
Clough Capital Partners
Massachusetts
$101K +$101K +11,000 New
QL
40
Quarry LP
New York
$101K +$101K +11,000 New
ACM
41
Alethea Capital Management
Washington
$97.5K – – –
CAM
42
Concorde Asset Management
Michigan
$96.1K +$4.58K +500 +5%
Osaic Holdings
43
Osaic Holdings
Arizona
$58.3K -$25K -2,732 -30%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$45.1K +$45.1K +4,931 New
HCM
45
Hollencrest Capital Management
California
$25.3K – – –
TC
46
Truvestments Capital
Florida
$22.9K +$22.9K +2,500 New
SPIA
47
Steward Partners Investment Advisory
New York
$21.1K -$12.4K -1,350 -37%
RIL
48
Rothschild Investment LLC
Illinois
$12.8K +$12.8K +1,404 New
AFG
49
Albion Financial Group
Utah
$4.91K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.94K -$52.5K -5,734 -96%
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