Eaton Vance California Municipal Bond Fund
EVM
EVM was delisted on the 24th of October, 2025.
31 hedge funds and large institutions have $31M invested in Eaton Vance California Municipal Bond Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
1.78% less ownership
Funds ownership: 14.24% → 12.46% (-1.8%)
6% less funds holding
Funds holding: 33 → 31 (-2)
11% less capital invested
Capital invested by funds: $34.6M → $31M (-$3.64M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$657K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$445K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$243K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$166K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$3.6M |
| 2 |
MSL
Mackay Shields LLC
New York
|
-$1.15M |
| 3 |
LPL Financial
San Diego,
California
|
-$596K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$414K |
| 5 |
AGM
Alpine Global Management
New York
|
-$179K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACI
26
Alpha Cubed Investments
Irvine,
California
| $116K | -$17.8K | -1,534 | -13% |
|
|
DADC
27
D.A. Davidson & Co
Great Falls,
Montana
| $69K | – | – | – |
|
|
RFA
28
Reilly Financial Advisors
La Mesa,
California
| $61K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $60K | +$128 | +11 | +0.2% |
|
|
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | +$255 | +22 | +1% |
|
31
Creative Planning
Overland Park,
Kansas
| $8K | – | – | – |
|
|
MSL
32
Mackay Shields LLC
New York
| – | -$1.15M | -101,142 | Closed |
|
|
AGM
33
Alpine Global Management
New York
| – | -$179K | -15,773 | Closed |
|
34
SG Americas Securities
New York
| – | -$132K | -11,616 | Closed |
|
|
LCM
35
Landscape Capital Management
Englewood,
New Jersey
| – | -$120K | -10,548 | Closed |
|
|
AA
36
Apriem Advisors
Irvine,
California
| – | -$20K | -1,753 | Closed |
|
EVM Hedge Fund Activity: Q2 2017 in Review
31 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2017, worth a combined $31M — down 11% from $34.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EVM and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Laurion Capital Management, adding an estimated $657K. The largest seller was Fiera Capital (Canada), cutting an estimated $3.6M.
- 31 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2017, down from 33 in Q1 2017.
- Funds reported $31M of Eaton Vance California Municipal Bond Fund stock for Q2 2017, down 11% quarter-over-quarter.
- 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2017 and 5 closed out, a net change of -2 holders.
- The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2017 was Laurion Capital Management, an estimated $657K added.
- The largest Eaton Vance California Municipal Bond Fund seller in Q2 2017 was Fiera Capital (Canada), an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2017.