Eaton Vance Cal Muni BondXEVMX
13F holders, Q1 2025 (March 31)48holders −6
0new positions
7sold out
$9.27avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Eaton Vance Cal Muni Bond (XEVMX) in their 13F filings, down 6 from Q4 2024. 0 opened new positions and 7 sold out. The largest holders were Saba Capital Management, L.P. ($37.3M), Sit Investment Associates Inc. ($32.8M) and Icon Advisers Inc. ($4.9M).
- Company
- Eaton Vance Cal Muni Bond
- CUSIP
- 27828A100
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 7 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 768,379 shares bought and 762,816 shares sold, net +5,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Saba Capital Management, L.P. | 1.03% | Add +4.8% | 4,023,724 | $37.3M |
| Sit Investment Associates Inc. | 0.77% | Add +7.4% | 3,535,801 | $32.8M |
| Icon Advisers Inc. | 1.17% | Add +64.3% | 533,734 | $4.9M |
| Advisors Asset Management, Inc. | 0.09% | Add +12.4% | 490,394 | $4.5M |
| Guggenheim Capital LLC | 0.04% | Reduce -15.5% | 433,909 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -5.0% | 241,118 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -20.3% | 215,991 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -63.6% | 203,404 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +22.1% | 196,761 | $1.8M |
| City of London Investment Management Co. Ltd. | 0.19% | Reduce -8.8% | 187,679 | $1.7M |
| LPL Financial LLC | 0.00% | Add +2.0% | 118,631 | $1.1M |
| Myecfo, LLC | 0.56% | Reduce -4.0% | 114,540 | $1.1M |
| Absolute Investment Advisers, LLC | 0.14% | No change | 104,332 | $967K |
| UBS Group AG | 0.00% | Add +5.8% | 100,626 | $933K |
| Bluefin Capital Management, LLC | 0.76% | — | 99,262 | $920K |
| Campbell Capital Management Inc. | 0.47% | No change | 87,176 | $808K |
| 1607 Capital Partners, LLC | 0.06% | No change | 78,950 | $732K |
| Perennial Investment Advisors, LLC | 0.08% | Add +2.9% | 74,700 | $692K |
| Cypress Wealth Services, LLC | 0.13% | Add +1.3% | 71,693 | $665K |
| Raymond James Financial Inc. | 0.00% | Add +3.1% | 68,994 | $640K |
| Rareview Capital LLC | 0.33% | Reduce -2.2% | 55,503 | $515K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.6% | 55,467 | $514K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 55,400 | $514K |
| Evoke Wealth, LLC | 0.01% | No change | 53,360 | $495K |
| Debussy Capital Management LP | 0.07% | Add +0.1% | 44,616 | $414K |
| Melfa Wealth Management, Inc. | 0.27% | No change | 42,446 | $393K |
| Quarry LP | 0.10% | No change | 40,657 | $377K |
| Bank of America Corp. | 0.00% | Add +18.2% | 38,340 | $355K |
| Envestnet Asset Management Inc. | 0.00% | Add +70.6% | 36,890 | $342K |
| Stifel Financial Corp. | 0.00% | Reduce -9.9% | 28,615 | $265K |
| Royal Bank of Canada | 0.00% | Add +15.2% | 20,498 | $190K |
| Vanguard Capital Wealth Advisors | 0.23% | No change | 20,000 | $185K |
| HighTower Advisors, LLC | 0.00% | Add +26.3% | 18,951 | $176K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -63.5% | 18,130 | $168K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 15,152 | $140K |
| MKT Advisors LLC | 0.05% | No change | 12,105 | $112K |
| Regatta Capital Group, LLC | 0.02% | Reduce -31.8% | 10,957 | $102K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 10,679 | $99K |
| Alethea Capital Management, LLC | 0.07% | No change | 10,658 | $99K |
| Madrona Financial Services, LLC | 0.03% | Add +1.3% | 10,594 | $98K |
| Wealthspire Advisors, LLC | 0.00% | No change | 10,333 | $96K |
| One Capital Management, LLC | 0.00% | No change | 10,318 | $96K |
| Von Berge Wealth Management Group, LLC | 0.06% | No change | 10,352 | $93K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -25.2% | 6,459 | $60K |
| Hollencrest Capital Management | 0.00% | No change | 2,770 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,301 | $21K |
| Rothschild Investment LLC | 0.00% | Add +1.3% | 1,495 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 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.