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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 $68.5M invested in Eaton Vance California Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2.38% less ownership

Funds ownership: 25.28%22.9% (-2.4%)

7% less capital invested

Capital invested by funds: $73.6M → $68.5M (-$5.12M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
44
Holders Change
Holders Change %
0%
% 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
11
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SteelPeak Wealth
California
$206K
ACA
27
Ackerman Capital Advisors
Texas
$195K +$193K +16,292 New
Ameriprise
28
Ameriprise
Minnesota
$166K +$95 +8 +0.1%
ACM
29
Alethea Capital Management
Washington
$162K
WANY
30
Wealthspire Advisors (New York)
New York
$159K
KAS
31
Kestra Advisory Services
Texas
$158K -$39.2K -3,312 -20%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$149K
OCM
33
Orion Capital Management
California
$144K
PCA
34
Peddock Capital Advisors
Massachusetts
$135K -$47.3K -3,999 -26%
RIA
35
Realta Investment Advisors
Delaware
$132K
Cerity Partners
36
Cerity Partners
New York
$126K
NFG
37
Next Financial Group
Texas
$60K
Osaic Holdings
38
Osaic Holdings
Arizona
$49K +$20.9K +1,765 +76%
Citigroup
39
Citigroup
New York
$45K +$47 +4 +0.1%
RFA
40
Reilly Financial Advisors
California
$28K
SPIA
41
Steward Partners Investment Advisory
New York
$28K
WT
42
Whittier Trust
California
$24K
LWM
43
Liberty Wealth Management
California
$17K +$16.5K +1,394 New
AFG
44
Albion Financial Group
Utah
$6K +$6.36K +537 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
-$319K -27,364 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
-$76K -6,452 Closed

EVM Hedge Fund Activity: Q2 2021 in Review

44 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2021, worth a combined $68.5M — down 7% from $73.6M a quarter earlier.

Fund positioning in EVM was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $446K. The largest seller was Karpus Investment Management, cutting an estimated $4.94M.

  • 44 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $68.5M of Eaton Vance California Municipal Bond Fund stock for Q2 2021, down 7% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2021 was Wells Fargo, an estimated $446K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2021 was Karpus Investment Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2021.