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EVM

Eaton Vance California Municipal Bond Fund

Delisted

EVM was delisted on the 24th of October, 2025.

42 hedge funds and large institutions have $43.1M invested in Eaton Vance California Municipal Bond Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $33.9M → $43.1M (+$9.15M)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

8% more funds holding

Funds holding: 3942 (+3)

4.08% more ownership

Funds ownership: 15.42%19.49% (+4.1%)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
17
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Laurion Capital Management
New York
$207K +$207K +20,046 New
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$202K +$7.63K +740 +4%
AA
28
AQR Arbitrage
Connecticut
$192K +$192K +18,618 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$188K -$21.6K -2,100 -10%
ACM
30
Alethea Capital Management
Washington
$183K -$1.03K -100 -0.6%
LPL Financial
31
LPL Financial
California
$164K +$402 +39 +0.2%
Stifel Financial
32
Stifel Financial
Missouri
$145K -$297K -28,850 -67%
ACI
33
Alpha Cubed Investments
California
$134K
WS
34
Wedbush Securities
California
$123K +$11.4K +1,111 +10%
First Trust Advisors
35
First Trust Advisors
Illinois
$122K -$8.65K -839 -7%
RFA
36
Reilly Financial Advisors
California
$55K
AG
37
Advisor Group
Arizona
$53K -$20.6K -2,000 -28%
Citigroup
38
Citigroup
New York
$43K -$13.4K -1,297 -24%
STA
39
Summit Trail Advisors
New York
$28K +$27.8K +2,699 New
IA
40
IFP Advisors
Florida
$25K +$216 +21 +0.9%
SPIA
41
Steward Partners Investment Advisory
New York
$24K +$24.2K +2,350 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$23K
FAAS
43
First Allied Advisory Services
California
-$148K -14,408 Closed
HCM
44
Hollencrest Capital Management
California
-$104K -10,090 Closed
SWP
45
Stratos Wealth Partners
Ohio
-$51K -5,000 Closed
GBBWRPM
46
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$12K -1,150 Closed

EVM Hedge Fund Activity: Q2 2018 in Review

42 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2018, worth a combined $43.1M — up 27% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EVM positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.16M. The largest seller was Advisors Asset Management, cutting an estimated $1.15M.

  • 42 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2018, up from 39 in Q1 2018.
  • Funds reported $43.1M of Eaton Vance California Municipal Bond Fund stock for Q2 2018, up 27% quarter-over-quarter.
  • 7 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2018 and 4 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2018 was Karpus Investment Management, an estimated $2.16M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2018 was Advisors Asset Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2018.