Eaton Vance Cal Muni BondXEVMX
13F holders, Q2 2024 (June 30)50holders −1
1new positions
3sold out
$9.51avg. 13F price*
At the end of Q2 2024, 50 institutions reported holding Eaton Vance Cal Muni Bond (XEVMX) in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 3 sold out. The largest holders were Saba Capital Management, L.P. ($29.6M), Sit Investment Associates Inc. ($29.1M) and Rivernorth Capital Management, LLC ($8.4M).
- Company
- Eaton Vance Cal Muni Bond
- CUSIP
- 27828A100
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $829K |
| Exits | 3 | $692K |
All 13F filers, Q1 2024 → Q2 2024: 576,474 shares bought and 764,718 shares sold, net −188,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Saba Capital Management, L.P. | 0.65% | No change | 3,114,325 | $29.6M |
| Sit Investment Associates Inc. | 0.67% | Add +5.9% | 3,058,410 | $29.1M |
| Rivernorth Capital Management, LLC | 0.40% | Add +34.5% | 879,300 | $8.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -1.2% | 572,628 | $5.4M |
| Deutsche Bank AG | 0.00% | No change | 558,792 | $5.3M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -22.4% | 448,206 | $4.3M |
| Logan Stone Capital, LLC | 0.86% | Reduce -19.6% | 349,673 | $3.3M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Reduce -11.9% | 335,255 | $3.2M |
| Morgan Stanley | 0.00% | Add +14.6% | 222,093 | $2.1M |
| City of London Investment Management Co. Ltd. | 0.16% | Reduce -18.2% | 195,514 | $1.9M |
| Almitas Capital LLC | 0.73% | Reduce -43.9% | 183,109 | $1.7M |
| 1607 Capital Partners, LLC | 0.15% | No change | 175,514 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 147,404 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -0.7% | 146,639 | $1.4M |
| Myecfo, LLC | 0.70% | Add +0.9% | 127,940 | $1.2M |
| UBS Group AG | 0.00% | Add +17.1% | 92,961 | $884K |
| Campbell Capital Management Inc. | 0.36% | New | 87,176 | $829K |
| Fort Point Capital Partners LLC | 0.10% | Add +11.3% | 85,346 | $812K |
| AQR Arbitrage LLC | 0.03% | Reduce -37.4% | 76,297 | $726K |
| Rareview Capital LLC | 0.52% | Reduce -1.0% | 56,887 | $541K |
| Debussy Capital Management LP | 0.15% | Add +0.0% | 55,952 | $532K |
| Regatta Capital Group, LLC | 0.11% | Reduce -2.3% | 54,163 | $515K |
| Perennial Investment Advisors, LLC | 0.07% | Add +121.9% | 50,650 | $482K |
| Evoke Wealth, LLC | 0.69% | Reduce -8.9% | 49,500 | $471K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.7% | 47,933 | $456K |
| Robinson Capital Management, LLC | 0.16% | Reduce -71.0% | 47,321 | $452K |
| Bank of America Corp. | 0.00% | Reduce -53.4% | 45,056 | $428K |
| Absolute Investment Advisers, LLC | 0.06% | No change | 42,899 | $408K |
| Melfa Wealth Management, Inc. | 0.28% | No change | 42,446 | $404K |
| Stifel Financial Corp. | 0.00% | Reduce -18.0% | 33,294 | $317K |
| Quarry LP | 0.11% | No change | 26,135 | $249K |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 24,888 | $237K |
| Sanctuary Advisors, LLC | 0.00% | — | 24,498 | $228K |
| Vanguard Capital Wealth Advisors | 0.13% | Add +100.0% | 20,000 | $190K |
| Royal Bank of Canada | 0.00% | No change | 19,530 | $186K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.4% | 18,293 | $174K |
| Raymond James & Associates | 0.00% | No change | 17,706 | $168K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 15,052 | $143K |
| Concorde Asset Management, LLC | 0.08% | Add +23.8% | 13,000 | $124K |
| MKT Advisors LLC | 0.06% | Add +0.3% | 12,091 | $116K |
| Alethea Capital Management, LLC | 0.08% | No change | 10,658 | $101K |
| Madrona Financial Services, LLC | 0.03% | Add +1.2% | 10,181 | $97K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -35.7% | 4,500 | $43K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.7% | 2,800 | $27K |
| Hollencrest Capital Management | 0.00% | No change | 2,770 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,301 | $22K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -59.0% | 1,637 | $16K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 1,438 | $14K |
| Albion Financial Group | 0.00% | No change | 537 | $5K |
| Scarborough Advisors, LLC | 0.00% | No change | 5 | $48 |
"% 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.