EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

51 hedge funds and large institutions have $111M invested in Eaton Vance California Municipal Bond Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$5.28M
2
SIA
2
Sit Investment Associates
Minnesota
$27.3M
3
AAM
3
Advisors Asset Management
Colorado
$5.46M
4
EW
4
Evoke Wealth
California
$514K
5
GC
5
Guggenheim Capital
Illinois
$5.48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.83M
2
AC
2
Almitas Capital
California
$3.08M
3
Ameriprise
3
Ameriprise
Minnesota
$234K
4
LSC
4
Logan Stone Capital
Illinois
$4.11M
5
AA
5
AQR Arbitrage
Connecticut
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
26
Napa Wealth Management
California
$407K – – –
AIA
27
Absolute Investment Advisers
Florida
$405K +$405K +42,899 New
MWM
28
Melfa Wealth Management
Massachusetts
$401K +$1.77K +187 +0.4%
Stifel Financial
29
Stifel Financial
Missouri
$384K -$46K -4,866 -11%
QL
30
Quarry LP
New York
$247K +$143K +15,135 +138%
Ameriprise
31
Ameriprise
Minnesota
$234K -$812K -85,910 -78%
PIA
32
Perennial Investment Advisors
California
$216K +$216K +22,825 New
DI
33
Diligent Investors
California
$189K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$185K +$5.05K +533 +3%
RJA
35
Raymond James & Associates
Florida
$167K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$155K -$11.7K -1,242 -7%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$142K – – –
MA
38
MKT Advisors
California
$110K +$375 +41 +0.3%
ACM
39
Alethea Capital Management
Washington
$101K – – –
CAM
40
Concorde Asset Management
Michigan
$99.2K – – –
LCM
41
Landscape Capital Management
New Jersey
$96.1K -$330K -34,945 -77%
MFS
42
Madrona Financial Services
Washington
$95K +$95K +10,057 New
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$94.5K +$94.5K +10,000 New
TIM
44
Tortoise Investment Management
New York
$66.2K -$47.3K -5,000 -42%
Osaic Holdings
45
Osaic Holdings
Arizona
$45.4K -$14.8K -1,568 -25%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$37.7K -$8.89K -941 -19%
HCM
47
Hollencrest Capital Management
California
$26.2K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$21.7K – – –
RIL
49
Rothschild Investment LLC
Illinois
$13.4K +$161 +17 +1%
AFG
50
Albion Financial Group
Utah
$5.08K – – –
1
2
3