EVM

Eaton Vance California Municipal Bond Fund
EVM

Overview Fund Activity

43 hedge funds and large institutions have $59.9M invested in Eaton Vance California Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$4.72M
2
GC
2
Guggenheim Capital
Illinois
$7.92M
3
UBS Group
3
UBS Group
Switzerland
$2.15M
4
AA
4
AlphaCentric Advisors
Puerto Rico
$337K
5
Morgan Stanley
5
Morgan Stanley
New York
$3.08M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$10.4M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$438K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.17M
4
DWM
4
Dakota Wealth Management
Florida
$1.52M
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.4M 869,289 -808,521 -48%
RCM
2
Rivernorth Capital Management
Florida
$8.61M 720,798 -18,321 -2%
GC
3
Guggenheim Capital
Illinois
$7.92M 663,396 +41,271 +7%
Wells Fargo
4
Wells Fargo
California
$4.72M 395,033 +166,670 +73%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.15M 263,826 -7,640 -3%
Morgan Stanley
6
Morgan Stanley
New York
$3.08M 257,605 +25,325 +11%
AAM
7
Advisors Asset Management
Colorado
$2.69M 225,550 +21,742 +11%
UBS Group
8
UBS Group
Switzerland
$2.15M 179,984 +30,065 +20%
1CP
9
1607 Capital Partners
Virginia
$1.9M 158,774 -16,585 -9%
VCM
10
Vivaldi Capital Management
Illinois
$1.55M 130,185 -856 -0.7%
DWM
11
Dakota Wealth Management
Florida
$1.52M 127,362 -23,385 -16%
EW
12
Evoke Wealth
California
$1.5M 125,743 +11,126 +10%
C
13
Certuity
Florida
$1.32M 110,135 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.17M 98,306 -39,690 -29%
FFA
15
First Foundation Advisors
California
$1.11M 92,614 -5,905 -6%
LPL Financial
16
LPL Financial
California
$683K 57,240 +280 +0.5%
Bank of America
17
Bank of America
North Carolina
$667K 55,864 +15,030 +37%
COLIM
18
City of London Investment Management
United Kingdom
$664K 55,599 – –
Invesco
19
Invesco
Georgia
$607K 50,831 -14,897 -23%
Stifel Financial
20
Stifel Financial
Missouri
$602K 50,424 +14,961 +42%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$438K 36,719 -109,913 -75%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$418K 35,000 – –
NAM
23
Newfleet Asset Management
Connecticut
$418K 35,000 – –
AA
24
AlphaCentric Advisors
Puerto Rico
$337K 28,200 +28,200 New
Lido Advisors
25
Lido Advisors
California
$244K 20,447 – –
1
2