EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

53 hedge funds and large institutions have $108M invested in Eaton Vance California Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$609K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$278K
3
WAM
3
Wolverine Asset Management
Illinois
$247K
4
CWS
4
Cypress Wealth Services
California
$243K
5
PIA
5
Perennial Investment Advisors
California
$636K

Top Sellers

1
AC
1
Almitas Capital
California
$629K
2
FPCP
2
Fort Point Capital Partners
California
$0
3
RCM
3
Rivernorth Capital Management
Florida
$7.78M
4
LSC
4
Logan Stone Capital
Illinois
$2.9M
5
AA
5
AQR Arbitrage
Connecticut
$414K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Melfa Wealth Management
Massachusetts
$410K – – –
RCM
27
Robinson Capital Management
Michigan
$355K -$101K -10,500 -22%
Stifel Financial
28
Stifel Financial
Missouri
$287K -$34.6K -3,584 -11%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$278K +$278K +28,849 New
SA
30
Sanctuary Advisors
Indiana
$264K +$35K +3,745 +15%
WAM
31
Wolverine Asset Management
Illinois
$247K +$247K +25,578 New
CWS
32
Cypress Wealth Services
California
$243K +$243K +25,200 New
RCG
33
Regatta Capital Group
California
$215K -$308K -31,922 -59%
AIA
34
Absolute Investment Advisers
Florida
$207K -$207K -21,467 -50%
VCWA
35
Vanguard Capital Wealth Advisors
Colorado
$193K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$177K +$328 +34 +0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$172K -$16.7K -1,732 -9%
RJA
38
Raymond James & Associates
Florida
$171K – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$145K – – –
QL
40
Quarry LP
New York
$126K -$126K -13,078 -50%
MA
41
MKT Advisors
California
$117K +$135 +14 +0.1%
CAM
42
Concorde Asset Management
Michigan
$106K -$19.3K -2,000 -15%
HKAM
43
Horizon Kinetics Asset Management
New York
$103K +$103K +10,679 New
ACM
44
Alethea Capital Management
Washington
$103K – – –
OCM
45
One Capital Management
California
$99.6K +$99.6K +10,318 New
MFS
46
Madrona Financial Services
Washington
$99.5K +$1.29K +134 +1%
HCM
47
Hollencrest Capital Management
California
$26.7K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$22.2K – – –
RIL
49
Rothschild Investment LLC
Illinois
$14.1K +$174 +18 +1%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$11.9K -$3.86K -400 -24%
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