Eaton Vance Cal Muni BondXEVMX
13F holders, Q4 2024 (December 31)54holders +1
8new positions
8sold out
$9.18avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding Eaton Vance Cal Muni Bond (XEVMX) in their 13F filings, up 1 from Q3 2024. 8 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($35.2M), Sit Investment Associates Inc. ($30.2M) and Deutsche Bank AG ($5.1M).
- Company
- Eaton Vance Cal Muni Bond
- CUSIP
- 27828A100
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.7M |
| Exits | 8 | $9.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,637,531 shares bought and 1,412,044 shares sold, net +225,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Saba Capital Management, L.P. | 0.89% | Add +23.3% | 3,838,652 | $35.2M |
| Sit Investment Associates Inc. | 0.69% | Add +7.6% | 3,291,998 | $30.2M |
| Deutsche Bank AG | 0.00% | No change | 558,792 | $5.1M |
| Guggenheim Capital LLC | 0.04% | Reduce -5.9% | 513,478 | $4.7M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -1.0% | 436,339 | $4.0M |
| Icon Advisers Inc. | 0.68% | New | 324,891 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Reduce -11.3% | 270,842 | $2.5M |
| Morgan Stanley | 0.00% | Add +17.0% | 253,773 | $2.3M |
| City of London Investment Management Co. Ltd. | 0.19% | No change | 205,679 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 161,143 | $1.5M |
| Myecfo, LLC | 0.59% | Reduce -4.2% | 119,340 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -27.8% | 116,331 | $1.1M |
| Absolute Investment Advisers, LLC | 0.12% | Add +386.8% | 104,332 | $957K |
| Logan Stone Capital, LLC | 0.30% | Reduce -67.7% | 97,143 | $891K |
| UBS Group AG | 0.00% | Add +5.6% | 95,096 | $872K |
| Campbell Capital Management Inc. | 0.31% | No change | 87,176 | $799K |
| 1607 Capital Partners, LLC | 0.06% | Reduce -46.5% | 78,950 | $724K |
| Perennial Investment Advisors, LLC | 0.08% | Add +10.2% | 72,600 | $666K |
| Cypress Wealth Services, LLC | 0.13% | Add +180.7% | 70,742 | $649K |
| Raymond James Financial Inc. | 0.00% | — | 66,894 | $613K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 60,674 | $556K |
| Rareview Capital LLC | 0.40% | Reduce -0.2% | 56,756 | $548K |
| Baird Financial Group, Inc. | 0.00% | Add +17.1% | 55,478 | $509K |
| Evoke Wealth, LLC | 0.01% | No change | 53,360 | $489K |
| Sanctuary Advisors, LLC | 0.00% | Add +76.1% | 49,743 | $469K |
| Wolverine Asset Management LLC | 0.03% | Add +95.3% | 49,952 | $458K |
| Debussy Capital Management LP | 0.06% | Add +0.1% | 44,589 | $421K |
| Melfa Wealth Management, Inc. | 0.26% | No change | 42,446 | $389K |
| Quarry LP | 0.08% | Add +211.4% | 40,657 | $373K |
| Bank of America Corp. | 0.00% | Reduce -36.4% | 32,440 | $297K |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 31,770 | $291K |
| Envestnet Asset Management Inc. | 0.00% | Add +18.0% | 21,620 | $198K |
| Vanguard Capital Wealth Advisors | 0.20% | No change | 20,000 | $183K |
| Royal Bank of Canada | 0.00% | No change | 17,798 | $163K |
| Readystate Asset Management LP | 0.01% | New | 17,433 | $160K |
| Regatta Capital Group, LLC | 0.03% | Reduce -27.8% | 16,070 | $147K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 15,152 | $139K |
| HighTower Advisors, LLC | 0.00% | New | 15,000 | $138K |
| Bridgewealth Advisory Group, LLC | 0.03% | New | 12,891 | $121K |
| MKT Advisors LLC | 0.05% | No change | 12,105 | $113K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,679 | $98K |
| Alethea Capital Management, LLC | 0.08% | No change | 10,658 | $98K |
| Von Berge Wealth Management Group, LLC | 0.06% | New | 10,352 | $98K |
| Madrona Financial Services, LLC | 0.03% | Add +1.4% | 10,454 | $96K |
| Wealthspire Advisors, LLC | 0.00% | New | 10,333 | $95K |
| One Capital Management, LLC | 0.00% | No change | 10,318 | $95K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $92K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +598.2% | 8,637 | $79K |
| Hollencrest Capital Management | 0.00% | No change | 2,770 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,301 | $21K |
| Rothschild Investment LLC | 0.00% | Add +1.4% | 1,476 | $14K |
| North Ground Capital | 0.01% | — | 1,000 | $9K |
| Albion Financial Group | 0.00% | No change | 537 | $5K |
| Parallel Advisors, LLC | 0.00% | New | 360 | $3K |
"% 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.