eaton vance corp. is one of the oldest investment management firms in the united states, with a history dating to 1924. eaton vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. the company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made eaton vance the investment manager of choice for many of today’s most discerning investors. for important disclosure please visit: www.eatonvance.com/socialmedia
Company profile
Ticker
EVM
Exchange
Employees
Location
Fiscal year end
Former names
EATON VANCE INSURED CALIFORNIA MUNICIPAL BOND FUND
SEC CIK
Corporate docs
EVM stock data
Latest filings (excl ownership)
N-CSR/A
Certified annual shareholder report (management investment company) (amended)
8 Dec 23
N-CEN
Annual report (registered investment company)
7 Dec 23
N-CSR
Certified annual shareholder report (management investment company)
27 Nov 23
8-K
Other Events
18 Oct 23
N-PX
Annual report of proxy voting record
23 Aug 23
DEF 14A
Definitive proxy
15 Jun 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 May 23
8-K
Other Events
3 Apr 23
CORRESP
Correspondence with SEC
2 Mar 23
8-K
Other Events
1 Feb 23
Latest ownership filings
NPORT-P
Eaton Vance California Municipal Bond Fund (Dec 2023 report)
28 Feb 24
SC 13G/A
FIRST TRUST PORTFOLIOS LP
26 Jan 24
SC 13D/A
SIT INVESTMENT ASSOCIATES INC
24 Jan 24
3
Laura Donovan
11 Jan 24
SC 13D/A
SIT INVESTMENT ASSOCIATES INC
28 Dec 23
4
Boaz Weinstein
14 Dec 23
4
Boaz Weinstein
13 Dec 23
4
Boaz Weinstein
11 Dec 23
4
Boaz Weinstein
7 Dec 23
4
Boaz Weinstein
5 Dec 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
EATON VANCE CALIFORNIA MUNICIPAL BOND FUND | – | 0.13 | -1.90 | -4.81 | 358.29 mm | 104 | Sep 2023 |
Institutional ownership, Q3 2023
47.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 50 |
Opened positions | 3 |
Closed positions | 2 |
Increased positions | 20 |
Reduced positions | 13 |
13F shares | Current |
---|---|
Total value | 69.27 bn |
Total shares | 11.69 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Saba Capital Management | 2.47 mm | $20.08 bn |
First Trust Portfolios | 1.84 mm | $0.00 |
Sit Investment Associates | 1.33 mm | $10.77 mm |
Advisors Asset Management | 504.18 k | $4.09 bn |
Logan Stone Capital | 464.53 k | $3.77 bn |
Rivernorth Capital Management | 464.49 k | $3.77 bn |
Guggenheim Capital | 415.88 k | $3.38 bn |
Hennion & Walsh Asset Management | 409.15 k | $3.32 bn |
Fiera Capital | 407.63 k | $3.31 bn |
Almitas Capital | 407.54 k | $3.31 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
13 Dec 23 | Saba Capital Management | Common Stock | Buy | Acquire P | Yes | No | 8.94 | 15,746 | 140.77 k | 3,114,325 |
11 Dec 23 | Saba Capital Management | Common Stock | Buy | Acquire P | Yes | No | 8.98 | 10,995 | 98.74 k | 3,098,579 |
8 Dec 23 | Saba Capital Management | Common Stock | Buy | Acquire P | Yes | No | 8.95 | 4,400 | 39.38 k | 3,083,184 |
6 Dec 23 | Saba Capital Management | Common Stock | Buy | Acquire P | Yes | No | 8.92 | 18,857 | 168.20 k | 3,083,184 |