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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

41 hedge funds and large institutions have $80M invested in Eaton Vance California Municipal Bond Fund in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $70.6M → $80M (+$9.44M)

1.86% more ownership

Funds ownership: 26.37%28.23% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

11% less funds holding

Funds holding: 4641 (-5)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
26
Evoke Wealth
California
$324K +$201K +18,647 +179%
Lido Advisors
27
Lido Advisors
California
$211K
WANY
28
Wealthspire Advisors (New York)
New York
$203K -$21.9K -2,030 -10%
SW
29
SteelPeak Wealth
California
$192K
RJA
30
Raymond James & Associates
Florida
$162K -$5.94K -552 -4%
ACM
31
Alethea Capital Management
Washington
$151K
WS
32
Wedbush Securities
California
$120K -$21.5K -2,000 -16%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$116K
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$94K -$6.14K -570 -7%
Citigroup
35
Citigroup
New York
$60K -$2.65K -246 -4%
LC
36
Lindbrook Capital
California
$33K +$2.69K +250 +9%
RFA
37
Reilly Financial Advisors
California
$26K -$32K -2,974 -56%
Osaic Holdings
38
Osaic Holdings
Arizona
$26K
SPIA
39
Steward Partners Investment Advisory
New York
$26K
PAG
40
Private Advisor Group
New Jersey
$8K +$8.08K +750 New
PAM
41
Panagora Asset Management
Massachusetts
$3K
Goldman Sachs
42
Goldman Sachs
New York
-$145K -13,786 Closed
AA
43
AQR Arbitrage
Connecticut
-$145K -13,754 Closed
NFG
44
Next Financial Group
Texas
-$53K -5,000 Closed
WAM
45
Wolverine Asset Management
Illinois
-$31K -2,978 Closed
FIA
46
FNY Investment Advisers
New York
-$28K -2,700 Closed

EVM Hedge Fund Activity: Q2 2020 in Review

41 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2020, worth a combined $80M — up 13% from $70.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EVM and 1 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Karpus Investment Management, adding an estimated $3.7M. The largest seller was Saba Capital Management, cutting an estimated $3.03M.

  • 41 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2020, down from 46 in Q1 2020.
  • Funds reported $80M of Eaton Vance California Municipal Bond Fund stock for Q2 2020, up 13% quarter-over-quarter.
  • 1 fund opened new Eaton Vance California Municipal Bond Fund positions in Q2 2020 and 5 closed out, a net change of -4 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2020 was Karpus Investment Management, an estimated $3.7M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2020 was Saba Capital Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2020.