Eaton Vance California Municipal Bond Fund
EVM
EVM was delisted on the 24th of October, 2025.
25 hedge funds and large institutions have $30.9M invested in Eaton Vance California Municipal Bond Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
9% more funds holding
Funds holding: 23 → 25 (+2)
0.13% more ownership
Funds ownership: 10.54% → 10.66% (+0.13%)
1% less capital invested
Capital invested by funds: $31.2M → $30.9M (-$249K)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.29M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$198K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$148K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$140K |
| 5 |
ACI
Alpha Cubed Investments
Irvine,
California
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$539K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$314K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$207K |
| 4 |
Morgan Stanley
New York
|
-$198K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Ameriprise
Minneapolis,
Minnesota
| – | -$207K | -14,990 | Closed |
|
|
27
Stifel Financial
St. Louis,
Missouri
| – | -$146K | -10,584 | Closed |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -200 | Closed |
|
EVM Hedge Fund Activity: Q3 2016 in Review
25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2016, worth a combined $30.9M — down 0.8% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EVM positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.29M. The largest seller was UBS Group, cutting an estimated $539K.
- 25 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2016, up from 23 in Q2 2016.
- Funds reported $30.9M of Eaton Vance California Municipal Bond Fund stock for Q3 2016, down 0.8% quarter-over-quarter.
- 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2016 and 3 closed out, a net change of +2 holders.
- The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2016 was Guggenheim Capital, an estimated $1.29M added.
- The largest Eaton Vance California Municipal Bond Fund seller in Q3 2016 was UBS Group, an estimated $539K sold.
Based on aggregated 13F filings for Q3 2016.