EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

27 hedge funds and large institutions have $18M invested in Eaton Vance California Municipal Bond Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$3.24M
2
Wells Fargo
2
Wells Fargo
California
$2.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$545K
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$373K
5
U
5
UBS
Switzerland
$1.02M

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.46M
2
DA
2
Doliver Advisors
Texas
$263K
3
AIG
3
American International Group
New York
$41.3K
4
RFA
4
Reilly Financial Advisors
California
$44K
5
PAS
5
Partnervest Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$3.24M +$658K +63,710 +26%
Invesco
2
Invesco
Georgia
$2.46M -$418K -40,475 -15%
GC
3
Guggenheim Capital
Illinois
$2.17M +$226K +21,921 +12%
Wells Fargo
4
Wells Fargo
California
$2.16M +$574K +55,582 +36%
NCM
5
Newgate Capital Management
Connecticut
$1.37M +$202K +19,544 +17%
Morgan Stanley
6
Morgan Stanley
New York
$1.3M +$124K +12,046 +11%
U
7
UBS
Switzerland
$1.02M +$339K +32,830 +50%
AAM
8
Advisors Asset Management
Colorado
$1.01M +$242K +23,440 +32%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$545K +$532K +51,500 +3,962%
LPL Financial
10
LPL Financial
California
$450K +$69.9K +6,971 +18%
AQR Capital Management
11
AQR Capital Management
Connecticut
$373K +$373K +36,098 New
HK
12
Horizon Kinetics
New York
$363K -$3.1K -300 -0.8%
KeyBank National Association
13
KeyBank National Association
Ohio
$278K – – –
DA
14
Doliver Advisors
Texas
$263K -$196K -19,038 -43%
ACM
15
Akanthos Capital Management
California
$258K +$258K +25,000 New
Citigroup
16
Citigroup
New York
$167K -$4.23K -409 -2%
WS
17
Wedbush Securities
California
$143K +$143K +13,880 New
PFA
18
Pure Financial Advisors
California
$138K – – –
Bank of America
19
Bank of America
North Carolina
$115K +$29.6K +2,863 +35%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$70K – – –
RFA
21
Reilly Financial Advisors
California
$44K -$22.1K -2,150 -33%
AIG
22
American International Group
New York
$41.3K -$23.2K -2,244 -36%
WA
23
WFG Advisors
Texas
$31K – – –
Creative Planning
24
Creative Planning
Kansas
$10K +$10K +1,000 New
EWM
25
Edge Wealth Management
New York
$10K +$10K +1,000 New
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