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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

44 hedge funds and large institutions have $73.6M invested in Eaton Vance California Municipal Bond Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.23% less ownership

Funds ownership: 26.51%25.28% (-1.2%)

4% less funds holding

Funds holding: 4644 (-2)

5% less capital invested

Capital invested by funds: $77.8M → $73.6M (-$4.25M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$238K +$69 +6 +0%
SW
27
SteelPeak Wealth
California
$201K
KAS
28
Kestra Advisory Services
Texas
$192K -$319K -27,618 -63%
PCA
29
Peddock Capital Advisors
Massachusetts
$177K +$175K +15,200 New
Ameriprise
30
Ameriprise
Minnesota
$161K +$81 +7 +0.1%
ACM
31
Alethea Capital Management
Washington
$158K
WANY
32
Wealthspire Advisors (New York)
New York
$154K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$145K +$9.81K +850 +7%
OCM
34
Orion Capital Management
California
$140K
RIA
35
Realta Investment Advisors
Delaware
$128K -$5.79K -502 -4%
Cerity Partners
36
Cerity Partners
New York
$123K
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$76K -$67.4K -5,839 -48%
NFG
38
Next Financial Group
Texas
$58K
Citigroup
39
Citigroup
New York
$44K +$35 +3 +0.1%
SPIA
40
Steward Partners Investment Advisory
New York
$27.4K
Osaic Holdings
41
Osaic Holdings
Arizona
$27K
RFA
42
Reilly Financial Advisors
California
$27K
WT
43
Whittier Trust
California
$23K
CRC
44
Curi RMB Capital
Illinois
-$1.75M -148,590 Closed
RCM
45
Robinson Capital Management
Michigan
-$306K -26,028 Closed
RJA
46
Raymond James & Associates
Florida
-$166K -14,115 Closed
HighTower Advisors
47
HighTower Advisors
Illinois
-$122K -10,396 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
+$12 +1 New

EVM Hedge Fund Activity: Q1 2021 in Review

44 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2021, worth a combined $73.6M — down 5.5% from $77.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVM and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 12 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.88M. The largest seller was Karpus Investment Management, cutting an estimated $4.22M.

  • 44 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2021, down from 46 in Q4 2020.
  • Funds reported $73.6M of Eaton Vance California Municipal Bond Fund stock for Q1 2021, down 5.5% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2021 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $1.88M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2021 was Karpus Investment Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2021.