EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

50 hedge funds and large institutions have $110M invested in Eaton Vance California Municipal Bond Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
16
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$8.36M
2
SIA
2
Sit Investment Associates
Minnesota
$29.1M
3
CCM
3
Campbell Capital Management
Florida
$829K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.11M
5
PIA
5
Perennial Investment Advisors
California
$482K

Top Sellers

1
AC
1
Almitas Capital
California
$1.74M
2
AAM
2
Advisors Asset Management
Colorado
$4.26M
3
RCM
3
Robinson Capital Management
Michigan
$452K
4
LSC
4
Logan Stone Capital
Illinois
$3.33M
5
Bank of America
5
Bank of America
North Carolina
$428K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
26
Robinson Capital Management
Michigan
$452K -$1.1M -115,651 -71%
Bank of America
27
Bank of America
North Carolina
$428K -$491K -51,612 -53%
AIA
28
Absolute Investment Advisers
Florida
$408K – – –
MWM
29
Melfa Wealth Management
Massachusetts
$404K – – –
Stifel Financial
30
Stifel Financial
Missouri
$317K -$69.5K -7,303 -18%
QL
31
Quarry LP
New York
$249K – – –
Ameriprise
32
Ameriprise
Minnesota
$237K +$989 +104 +0.4%
SA
33
Sanctuary Advisors
Indiana
$228K +$228K +24,498 New
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$190K +$95.1K +10,000 +100%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$186K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$174K +$17.7K +1,866 +11%
RJA
37
Raymond James & Associates
Florida
$168K – – –
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$143K – – –
CAM
39
Concorde Asset Management
Michigan
$124K +$23.8K +2,500 +24%
MA
40
MKT Advisors
California
$116K +$395 +41 +0.3%
ACM
41
Alethea Capital Management
Washington
$101K – – –
MFS
42
Madrona Financial Services
Washington
$96.8K +$1.18K +124 +1%
TIM
43
Tortoise Investment Management
New York
$42.8K -$23.8K -2,500 -36%
Osaic Holdings
44
Osaic Holdings
Arizona
$26.6K -$19K -2,000 -42%
HCM
45
Hollencrest Capital Management
California
$26.3K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$21.9K – – –
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$15.6K -$22.4K -2,353 -59%
RIL
48
Rothschild Investment LLC
Illinois
$13.7K +$162 +17 +1%
AFG
49
Albion Financial Group
Utah
$5.11K – – –
SA
50
Scarborough Advisors
Maryland
$48 – – –
1
2
3