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 %
SA
51
Scarborough Advisors
Maryland
$45 +$45 +5 New
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
– -$3.31M -407,630 Closed
KIM
53
Karpus Investment Management
New York
– -$1.62M -200,117 Closed
EW
54
Evoke Wealth
California
– -$831K -102,360 Closed
DWM
55
Dakota Wealth Management
Florida
– -$534K -65,761 Closed
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
– -$253K -25,254 Closed
SW
57
SteelPeak Wealth
California
– -$140K -17,194 Closed
UB
58
UMB Bank
Missouri
– -$15K -1,852 Closed
1 2
3