Eaton Vance California Municipal Bond Fund
EVM
EVM was delisted on the 24th of October, 2025.
25 hedge funds and large institutions have $26.4M invested in Eaton Vance California Municipal Bond Fund in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
0.74% less ownership
Funds ownership: 11.39% → 10.65% (-0.74%)
2% less capital invested
Capital invested by funds: $26.9M → $26.4M (-$502K)
17% less funds holding
Funds holding: 30 → 25 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$959K |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$289K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$218K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$176K |
| 5 |
AIG
American International Group
New York
|
+$53.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Newgate Capital Management
Greenwich,
Connecticut
|
-$2.03M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$375K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$248K |
| 4 |
HK
Horizon Kinetics
New York
|
-$215K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
26
Newgate Capital Management
Greenwich,
Connecticut
| – | -$2.03M | -187,056 | Closed |
|
|
TC
27
TFS Capital
West Chester,
Pennsylvania
| – | -$375K | -34,514 | Closed |
|
|
DA
28
Doliver Advisors
Houston,
Texas
| – | -$248K | -22,794 | Closed |
|
29
AllianceBernstein
Nashville,
Tennessee
| – | -$132K | -12,116 | Closed |
|
30
First Trust Advisors
Wheaton,
Illinois
| – | -$113K | -10,422 | Closed |
|
|
WAM
31
Wolverine Asset Management
Chicago,
Illinois
| – | -$43K | -4,042 | Closed |
|
EVM Hedge Fund Activity: Q2 2014 in Review
25 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2014, worth a combined $26.4M — down 1.9% from $26.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of EVM and 1 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 10 added.
The largest buyer was Advisors Asset Management, adding an estimated $959K. The largest seller was Newgate Capital Management, exiting entirely with an estimated $2.03M sold.
- 25 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2014, down from 30 in Q1 2014.
- Funds reported $26.4M of Eaton Vance California Municipal Bond Fund stock for Q2 2014, down 1.9% quarter-over-quarter.
- 1 fund opened new Eaton Vance California Municipal Bond Fund positions in Q2 2014 and 6 closed out, a net change of -5 holders.
- The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2014 was Advisors Asset Management, an estimated $959K added.
- The largest Eaton Vance California Municipal Bond Fund seller in Q2 2014 was Newgate Capital Management, an estimated $2.03M sold.
Based on aggregated 13F filings for Q2 2014.