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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

46 hedge funds and large institutions have $68.6M invested in Eaton Vance California Municipal Bond Fund in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $63.1M → $68.6M (+$5.54M)

0.53% more ownership

Funds ownership: 25.1%25.63% (+0.53%)

6% less funds holding

Funds holding: 4946 (-3)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Vivaldi Capital Management
Illinois
$307K -$83.7K -8,052 -22%
Walleye Trading
27
Walleye Trading
New York
$214K -$7.28K -700 -3%
First Trust Advisors
28
First Trust Advisors
Illinois
$200K +$2.47K +238 +1%
Lido Advisors
29
Lido Advisors
California
$199K
JP Morgan Chase
30
JP Morgan Chase
New York
$174K +$172K +16,499 New
Stifel Financial
31
Stifel Financial
Missouri
$155K -$15.8K -1,515 -9%
CAN
32
Cetera Advisor Networks
California
$155K
LPL Financial
33
LPL Financial
California
$154K +$821 +79 +0.5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$149K -$12.5K -1,205 -8%
FAAS
35
First Allied Advisory Services
California
$149K
ACM
36
Alethea Capital Management
Washington
$148K
ACI
37
Alpha Cubed Investments
California
$137K
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$127K -$84.1K -8,086 -40%
RJA
39
Raymond James & Associates
Florida
$123K +$121K +11,671 New
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$96K
AG
41
Advisor Group
Arizona
$63K +$25.5K +2,450 +70%
RFA
42
Reilly Financial Advisors
California
$56K
Citigroup
43
Citigroup
New York
$55K -$1.1K -106 -2%
LC
44
Lindbrook Capital
California
$31K
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$5K
ACA
46
Ackerman Capital Advisors
Texas
$150 +$147K +14,185 New
CRC
47
Curi RMB Capital
Illinois
-$935K -94,470 Closed
FFA
48
First Foundation Advisors
California
-$171K -17,232 Closed
WAM
49
Weiss Asset Management
Massachusetts
-$127K -12,816 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
-$99K -10,004 Closed

EVM Hedge Fund Activity: Q1 2019 in Review

46 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2019, worth a combined $68.6M — up 8.8% from $63.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVM and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.83M. The largest seller was Fiera Capital (Canada), cutting an estimated $1.96M.

  • 46 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2019, down from 49 in Q4 2018.
  • Funds reported $68.6M of Eaton Vance California Municipal Bond Fund stock for Q1 2019, up 8.8% quarter-over-quarter.
  • 4 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2019 and 7 closed out, a net change of -3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2019 was Karpus Investment Management, an estimated $2.83M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2019 was Fiera Capital (Canada), an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2019.