Eaton Vance Cal Muni BondXEVMX
13F holders, Q3 2024 (September 30)53holders +3
6new positions
3sold out
$9.65avg. 13F price*
At the end of Q3 2024, 53 institutions reported holding Eaton Vance Cal Muni Bond (XEVMX) in their 13F filings, up 3 from Q2 2024. 6 opened new positions and 3 sold out. The largest holders were Saba Capital Management, L.P. ($30.1M), Sit Investment Associates Inc. ($29.5M) and Rivernorth Capital Management, LLC ($7.8M).
- Company
- Eaton Vance Cal Muni Bond
- CUSIP
- 27828A100
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $971K |
| Exits | 3 | $854K |
All 13F filers, Q2 2024 → Q3 2024: 199,601 shares bought and 565,979 shares sold, net −366,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Saba Capital Management, L.P. | 0.66% | No change | 3,114,325 | $30.1M |
| Sit Investment Associates Inc. | 0.66% | No change | 3,058,410 | $29.5M |
| Rivernorth Capital Management, LLC | 0.38% | Reduce -8.3% | 806,138 | $7.8M |
| Deutsche Bank AG | 0.00% | No change | 558,792 | $5.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -4.7% | 545,921 | $5.3M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -1.7% | 440,726 | $4.3M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -8.9% | 305,320 | $2.9M |
| Logan Stone Capital, LLC | 0.72% | Reduce -14.1% | 300,417 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 216,841 | $2.1M |
| City of London Investment Management Co. Ltd. | 0.17% | Add +5.2% | 205,679 | $2.0M |
| LPL Financial LLC | 0.00% | Add +9.8% | 161,015 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 154,557 | $1.5M |
| 1607 Capital Partners, LLC | 0.13% | Reduce -15.9% | 147,514 | $1.4M |
| Myecfo, LLC | 0.65% | Reduce -2.7% | 124,540 | $1.2M |
| UBS Group AG | 0.00% | Reduce -3.1% | 90,029 | $869K |
| Campbell Capital Management Inc. | 0.33% | No change | 87,176 | $841K |
| Perennial Investment Advisors, LLC | 0.08% | Add +30.1% | 65,875 | $636K |
| Almitas Capital LLC | 0.22% | Reduce -64.4% | 65,168 | $629K |
| Ameriprise Financial Inc. | 0.00% | Add +153.8% | 63,160 | $609K |
| Rareview Capital LLC | 0.41% | No change | 56,887 | $549K |
| Evoke Wealth, LLC | 0.01% | Add +7.8% | 53,360 | $515K |
| Bank of America Corp. | 0.00% | Add +13.3% | 51,036 | $492K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 47,386 | $457K |
| Debussy Capital Management LP | 0.12% | Reduce -20.4% | 44,563 | $430K |
| AQR Arbitrage LLC | 0.02% | Reduce -43.8% | 42,853 | $414K |
| Melfa Wealth Management, Inc. | 0.27% | No change | 42,446 | $410K |
| Robinson Capital Management, LLC | 0.12% | Reduce -22.2% | 36,821 | $355K |
| Stifel Financial Corp. | 0.00% | Reduce -10.8% | 29,710 | $287K |
| Susquehanna International Group, LLP | 0.00% | New | 28,849 | $278K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.3% | 28,243 | $264K |
| Wolverine Asset Management LLC | 0.02% | New | 25,578 | $247K |
| Cypress Wealth Services, LLC | 0.05% | New | 25,200 | $243K |
| Regatta Capital Group, LLC | 0.04% | Reduce -58.9% | 22,241 | $215K |
| Absolute Investment Advisers, LLC | 0.03% | Reduce -50.0% | 21,432 | $207K |
| Vanguard Capital Wealth Advisors | 0.20% | No change | 20,000 | $193K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 18,327 | $177K |
| Royal Bank of Canada | 0.00% | Reduce -8.9% | 17,798 | $172K |
| Raymond James & Associates | 0.00% | No change | 17,706 | $171K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 15,052 | $145K |
| Quarry LP | 0.04% | Reduce -50.0% | 13,057 | $126K |
| MKT Advisors LLC | 0.05% | Add +0.1% | 12,105 | $117K |
| Concorde Asset Management, LLC | 0.06% | Reduce -15.4% | 11,000 | $106K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 10,679 | $103K |
| Alethea Capital Management, LLC | 0.07% | No change | 10,658 | $103K |
| One Capital Management, LLC | 0.00% | New | 10,318 | $100K |
| Madrona Financial Services, LLC | 0.03% | Add +1.3% | 10,315 | $100K |
| Hollencrest Capital Management | 0.00% | No change | 2,770 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,301 | $22K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 1,456 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -24.4% | 1,237 | $12K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.4% | 800 | $8K |
| Albion Financial Group | 0.00% | No change | 537 | $5K |
| FMR LLC | 0.00% | New | 1 | $10 |
"% 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.