Eaton Vance California Municipal Bond Fund
EVM
EVM was delisted on the 24th of October, 2025.
34 hedge funds and large institutions have $35.8M invested in Eaton Vance California Municipal Bond Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
36% more funds holding
Funds holding: 25 → 34 (+9)
16% more capital invested
Capital invested by funds: $30.9M → $35.8M (+$4.86M)
4.03% more ownership
Funds ownership: 10.66% → 14.7% (+4%)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$6.19M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.34M |
| 3 |
MSL
Mackay Shields LLC
New York
|
+$1.17M |
| 4 |
LCM
Laurion Capital Management
New York
|
+$1.12M |
| 5 |
Morgan Stanley
New York
|
+$952K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.46M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$879K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$219K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$163K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$137K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
26
Wedbush Securities
Los Angeles,
California
| $122K | -$49.6K | -4,200 | -28% |
|
|
ACI
27
Alpha Cubed Investments
Irvine,
California
| $114K | – | – | – |
|
|
DADC
28
D.A. Davidson & Co
Great Falls,
Montana
| $68K | – | – | – |
|
|
RFA
29
Reilly Financial Advisors
La Mesa,
California
| $60K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $59K | -$12.4K | -1,049 | -17% |
|
|
AA
31
Apriem Advisors
Irvine,
California
| $20K | +$20.7K | +1,753 | New |
|
32
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $17K | +$17.9K | +1,515 | New |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| $12K | +$154 | +13 | +1% |
|
34
Creative Planning
Overland Park,
Kansas
| $8K | – | – | – |
|
|
VKH
35
Virtu KCG Holdings
New York
| – | -$137K | -10,112 | Closed |
|
36
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$136K | -10,000 | Closed |
|
EVM Hedge Fund Activity: Q4 2016 in Review
34 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2016, worth a combined $35.8M — up 16% from $30.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new EVM positions and 2 closed out — a net gain of 9 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $6.19M. The largest seller was Advisors Asset Management, cutting an estimated $1.46M.
- 34 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2016, up from 25 in Q3 2016.
- Funds reported $35.8M of Eaton Vance California Municipal Bond Fund stock for Q4 2016, up 16% quarter-over-quarter.
- 11 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2016 and 2 closed out, a net change of +9 holders.
- The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2016 was Fiera Capital (Canada), an estimated $6.19M added.
- The largest Eaton Vance California Municipal Bond Fund seller in Q4 2016 was Advisors Asset Management, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2016.