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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 $77.4M invested in Eaton Vance California Municipal Bond Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 41 → 43 (+2)

3% less capital invested

Capital invested by funds: $80M → $77.4M (-$2.6M)

1.38% less ownership

Funds ownership: 28.23% → 26.85% (-1.4%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$601K
2
EW
Evoke Wealth
California
+$570K
3
LPL Financial
LPL Financial
California
+$224K
4
WAM
Wealthspire Advisors (Maryland)
Maryland
+$210K
5
Ameriprise
Ameriprise
Minnesota
+$160K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.38M
2
RCM
Rivernorth Capital Management
Florida
-$1.92M
3
CRC
Curi RMB Capital
Illinois
-$619K
4
KIM
Karpus Investment Management
New York
-$506K
5
Invesco
Invesco
Georgia
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$215K – – –
WANY
27
Wealthspire Advisors (New York)
New York
$207K – – –
WAM
28
Wealthspire Advisors (Maryland)
Maryland
$207K +$210K +18,245 New
SW
29
SteelPeak Wealth
California
$196K – – –
RJA
30
Raymond James & Associates
Florida
$160K -$5.17K -448 -3%
Ameriprise
31
Ameriprise
Minnesota
$157K +$160K +13,845 New
ACM
32
Alethea Capital Management
Washington
$154K – – –
KAS
33
Kestra Advisory Services
Texas
$137K +$139K +12,076 New
RIA
34
Realta Investment Advisors
Delaware
$130K +$132K +11,419 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$118K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$94K – – –
Citigroup
37
Citigroup
New York
$61K +$46 +4 +0.1%
NFG
38
Next Financial Group
Texas
$57K +$57.6K +5,000 New
Osaic Holdings
39
Osaic Holdings
Arizona
$27K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$27K – – –
RFA
41
Reilly Financial Advisors
California
$26K – – –
WT
42
Whittier Trust
California
$23K +$23.1K +2,000 New
PAM
43
Panagora Asset Management
Massachusetts
$3K – – –
SCM
44
Saba Capital Management
New York
– -$2.38M -214,044 Closed
WS
45
Wedbush Securities
California
– -$120K -10,759 Closed
LC
46
Lindbrook Capital
California
– -$34.6K -3,000 Closed
PAG
47
Private Advisor Group
New Jersey
– -$8K -750 Closed
1
2

EVM Hedge Fund Activity: Q3 2020 in Review

43 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2020, worth a combined $77.4M — down 3.3% from $80M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVM positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $601K. The largest seller was Saba Capital Management, exiting entirely with an estimated $2.38M sold.

  • 43 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $77.4M of Eaton Vance California Municipal Bond Fund stock for Q3 2020, down 3.3% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2020 was Guggenheim Capital, an estimated $601K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2020 was Saba Capital Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2020.