Eaton Vance Cal Muni BondXEVMX
13F holders, Q1 2024 (March 31)51holders
$9.45avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding Eaton Vance Cal Muni Bond (XEVMX) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($29.4M), Sit Investment Associates Inc. ($27.3M) and Rivernorth Capital Management, LLC ($6.2M).
- Company
- Eaton Vance Cal Muni Bond
- CUSIP
- 27828A100
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 5 | $539K |
Ownership 51 holders
| Saba Capital Management, L.P. | 0.65% | No change | 3,114,325 | $29.4M |
| Sit Investment Associates Inc. | 0.63% | Add +8.9% | 2,888,942 | $27.3M |
| Rivernorth Capital Management, LLC | 0.30% | Add +7.7% | 653,915 | $6.2M |
| Guggenheim Capital LLC | 0.04% | Add +9.4% | 579,609 | $5.5M |
| Advisors Asset Management, Inc. | 0.10% | Add +11.3% | 577,381 | $5.5M |
| Deutsche Bank AG | 0.00% | Add +139.0% | 558,792 | $5.3M |
| Logan Stone Capital, LLC | 0.88% | Reduce -15.9% | 434,734 | $4.1M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Reduce -7.2% | 380,611 | $3.6M |
| Almitas Capital LLC | 1.42% | Reduce -31.7% | 326,340 | $3.1M |
| City of London Investment Management Co. Ltd. | 0.19% | Reduce -11.7% | 239,115 | $2.3M |
| Morgan Stanley | 0.00% | Add +4.5% | 193,811 | $1.8M |
| 1607 Capital Partners, LLC | 0.14% | Reduce -11.3% | 175,514 | $1.7M |
| Robinson Capital Management, LLC | 0.55% | No change | 162,972 | $1.5M |
| LPL Financial LLC | 0.00% | Add +48.1% | 147,641 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -21.3% | 147,110 | $1.4M |
| Myecfo, LLC | 0.70% | Reduce -0.3% | 126,810 | $1.2M |
| AQR Arbitrage LLC | 0.06% | Reduce -28.8% | 121,818 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -17.9% | 96,668 | $914K |
| UBS Group AG | 0.00% | Reduce -14.7% | 79,409 | $750K |
| Fort Point Capital Partners LLC | 0.10% | Add +54.6% | 76,652 | $724K |
| Rareview Capital LLC | 0.53% | Add +0.1% | 57,443 | $543K |
| Debussy Capital Management LP | 0.15% | Add +0.0% | 55,936 | $528K |
| Regatta Capital Group, LLC | 0.12% | Reduce -2.4% | 55,438 | $524K |
| Evoke Wealth, LLC | 0.02% | New | 54,360 | $514K |
| Baird Financial Group, Inc. | 0.00% | Add +9.3% | 51,346 | $485K |
| Napa Wealth Management | 0.21% | No change | 43,102 | $407K |
| Absolute Investment Advisers, LLC | 0.06% | New | 42,899 | $405K |
| Melfa Wealth Management, Inc. | 0.29% | Add +0.4% | 42,446 | $401K |
| Stifel Financial Corp. | 0.00% | Reduce -10.7% | 40,597 | $384K |
| Quarry LP | 0.10% | Add +137.6% | 26,135 | $247K |
| Ameriprise Financial Inc. | 0.00% | Reduce -77.6% | 24,784 | $234K |
| Perennial Investment Advisors, LLC | 0.03% | New | 22,825 | $216K |
| Diligent Investors, LLC | 0.05% | No change | 20,000 | $189K |
| Royal Bank of Canada | 0.00% | Add +2.8% | 19,530 | $185K |
| Raymond James & Associates | 0.00% | No change | 17,706 | $167K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 16,427 | $155K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 15,052 | $142K |
| MKT Advisors LLC | 0.06% | Add +0.3% | 12,050 | $110K |
| Alethea Capital Management, LLC | 0.08% | No change | 10,658 | $101K |
| Concorde Asset Management, LLC | 0.07% | No change | 10,500 | $99K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -77.5% | 10,165 | $96K |
| Madrona Financial Services, LLC | 0.03% | New | 10,057 | $95K |
| Vanguard Capital Wealth Advisors | 0.07% | New | 10,000 | $95K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -41.7% | 7,000 | $66K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.6% | 4,800 | $45K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -19.1% | 3,990 | $38K |
| Hollencrest Capital Management | 0.00% | No change | 2,770 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,301 | $22K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 1,421 | $13K |
| Albion Financial Group | 0.00% | No change | 537 | $5K |
| Scarborough Advisors, LLC | 0.00% | No change | 5 | $47 |
"% of holder's portfolio" is XEVMX's weight in each manager's 13F, not the share of Eaton Vance Cal Muni Bond the manager owns.