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EVM

Eaton Vance California Municipal Bond Fund
EVM

Delisted

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

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43 hedge funds and large institutions have $47.7M invested in Eaton Vance California Municipal Bond Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $43.1M → $47.7M (+$4.63M)

2.89% more ownership

Funds ownership: 19.49% → 22.39% (+2.9%)

2% more funds holding

Funds holding: 42 → 43 (+1)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$3.94M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.67M
3
RCM
Rivernorth Capital Management
Florida
+$1.39M
4
BPCM
Beach Point Capital Management
California
+$895K
5
DWM
Dakota Wealth Management
Florida
+$572K

Top Sellers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.29M
2
Invesco
Invesco
Georgia
-$547K
3
SG Americas Securities
SG Americas Securities
New York
-$543K
4
GC
Guggenheim Capital
Illinois
-$359K
5
WAM
Wolverine Asset Management
Illinois
-$354K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$223K +$39.2K +3,820 +21%
Lido Advisors
27
Lido Advisors
California
$205K – – –
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$194K – – –
ACM
29
Alethea Capital Management
Washington
$148K -$29.2K -2,841 -16%
LPL Financial
30
LPL Financial
California
$142K -$16.5K -1,610 -10%
FAAS
31
First Allied Advisory Services
California
$140K +$145K +14,117 New
ACI
32
Alpha Cubed Investments
California
$127K – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$117K -$975 -95 -0.8%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$104K -$80K -7,797 -43%
1CP
35
1607 Capital Partners
Virginia
$99K +$102K +9,900 New
RFA
36
Reilly Financial Advisors
California
$53K – – –
SWP
37
Stratos Wealth Partners
Ohio
$50K +$51.3K +5,000 New
Citigroup
38
Citigroup
New York
$42K +$41 +4 +0.1%
AG
39
Advisor Group
Arizona
$37K -$15.4K -1,500 -29%
IA
40
IFP Advisors
Florida
$24K +$103 +10 +0.4%
SPIA
41
Steward Partners Investment Advisory
New York
$23K – – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$23K +$544 +53 +2%
RMAM
43
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.95K +482 New
SG Americas Securities
44
SG Americas Securities
New York
– -$543K -52,530 Closed
DA
45
Doliver Advisors
Texas
– -$223K -21,581 Closed
LCM
46
Laurion Capital Management
New York
– -$207K -20,046 Closed
STA
47
Summit Trail Advisors
New York
– -$28K -2,699 Closed
1
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EVM Hedge Fund Activity: Q3 2018 in Review

43 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2018, worth a combined $47.7M — up 11% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVM positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.94M. The largest seller was Geode Capital Management, cutting an estimated $1.29M.

  • 43 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $47.7M of Eaton Vance California Municipal Bond Fund stock for Q3 2018, up 11% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2018 and 4 closed out, a net change of +1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $3.94M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2018 was Geode Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2018.