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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 $59.9M invested in Eaton Vance California Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 44 → 43 (-1)

2.82% less ownership

Funds ownership: 22.9% → 20.07% (-2.8%)

13% less capital invested

Capital invested by funds: $68.5M → $59.9M (-$8.56M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.01M
2
GC
Guggenheim Capital
Illinois
+$498K
3
UBS Group
UBS Group
Switzerland
+$363K
4
AA
AlphaCentric Advisors
Puerto Rico
+$340K
5
Morgan Stanley
Morgan Stanley
New York
+$305K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$9.75M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.33M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$479K
4
DWM
Dakota Wealth Management
Florida
-$282K
5
CAN
Cetera Advisor Networks
California
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
26
SteelPeak Wealth
California
$206K – – –
Ameriprise
27
Ameriprise
Minnesota
$170K +$4.96K +411 +3%
ACM
28
Alethea Capital Management
Washington
$162K – – –
WANY
29
Wealthspire Advisors (New York)
New York
$158K – – –
KAS
30
Kestra Advisory Services
Texas
$158K +$711 +59 +0.4%
Osaic Holdings
31
Osaic Holdings
Arizona
$151K +$103K +8,529 +208%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$149K – – –
VF
33
Virtu Financial
New York
$148K +$150K +12,402 New
OCM
34
Orion Capital Management
California
$143K – – –
PCA
35
Peddock Capital Advisors
Massachusetts
$134K – – –
RIA
36
Realta Investment Advisors
Delaware
$131K – – –
Cerity Partners
37
Cerity Partners
New York
$126K – – –
NFG
38
Next Financial Group
Texas
$90K +$30.1K +2,500 +50%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$57K +$57.6K +4,775 New
RFA
40
Reilly Financial Advisors
California
$28K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$28K – – –
LWM
42
Liberty Wealth Management
California
$17K – – –
AFG
43
Albion Financial Group
Utah
$6K – – –
CAN
44
Cetera Advisor Networks
California
– -$253K -21,160 Closed
ACA
45
Ackerman Capital Advisors
Texas
– -$195K -16,292 Closed
Citigroup
46
Citigroup
New York
– -$45K -3,778 Closed
WT
47
Whittier Trust
California
– -$24K -2,000 Closed
1
2

EVM Hedge Fund Activity: Q3 2021 in Review

43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2021, worth a combined $59.9M — down 13% from $68.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVM and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 13 added.

The largest buyer was Wells Fargo, adding an estimated $2.01M. The largest seller was Karpus Investment Management, cutting an estimated $9.75M.

  • 43 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2021, down from 44 in Q2 2021.
  • Funds reported $59.9M of Eaton Vance California Municipal Bond Fund stock for Q3 2021, down 13% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2021 was Wells Fargo, an estimated $2.01M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2021 was Karpus Investment Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q3 2021.