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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 $70.6M invested in Eaton Vance California Municipal Bond Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

1.62% more ownership

Funds ownership: 24.75%26.37% (+1.6%)

0% less capital invested

Capital invested by funds: $70.7M → $70.6M (-$52.1K)

10% less funds holding

Funds holding: 5146 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$214K +$229K +20,275 New
Lido Advisors
27
Lido Advisors
California
$200K
SW
28
SteelPeak Wealth
California
$182K -$67.2K -5,950 -26%
RJA
29
Raymond James & Associates
Florida
$159K +$33.9K +3,000 +25%
AA
30
AQR Arbitrage
Connecticut
$145K +$155K +13,754 New
Goldman Sachs
31
Goldman Sachs
New York
$145K +$156K +13,786 New
ACM
32
Alethea Capital Management
Washington
$143K
WS
33
Wedbush Securities
California
$135K -$384K -34,000 -73%
EW
34
Evoke Wealth
California
$110K +$1.19K +105 +1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$110K -$34.8K -3,078 -23%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$88K +$97.7K +8,642 +16,945%
Citigroup
37
Citigroup
New York
$59K +$34 +3 +0.1%
RFA
38
Reilly Financial Advisors
California
$56K
NFG
39
Next Financial Group
Texas
$53K
WAM
40
Wolverine Asset Management
Illinois
$31K -$480K -42,499 -93%
LC
41
Lindbrook Capital
California
$29K
FIA
42
FNY Investment Advisers
New York
$28K +$30.5K +2,700 New
SPIA
43
Steward Partners Investment Advisory
New York
$24K
Osaic Holdings
44
Osaic Holdings
Arizona
$24K +$26.3K +2,326 New
VCP
45
Verus Capital Partners
Arizona
$11K +$11.3K +1,000 New
PAM
46
Panagora Asset Management
Massachusetts
$3K +$237 +21 +7%
RCM
47
Robinson Capital Management
Michigan
-$1.27M -112,724 Closed
ACA
48
Ackerman Capital Advisors
Texas
-$360K -32,002 Closed
LCM
49
Landscape Capital Management
New Jersey
-$199K -17,709 Closed
HF
50
HRT Financial
New York
-$187K -16,686 Closed

EVM Hedge Fund Activity: Q1 2020 in Review

46 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2020, worth a combined $70.6M — down 0.07% from $70.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVM and 9 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 16 added.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $3.89M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.65M.

  • 46 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2020, down from 51 in Q4 2019.
  • Funds reported $70.6M of Eaton Vance California Municipal Bond Fund stock for Q1 2020, down 0.07% quarter-over-quarter.
  • 9 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2020 and 12 closed out, a net change of -3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2020 was Fiera Capital (Canada), an estimated $3.89M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2020 was Rivernorth Capital Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2020.