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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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45 hedge funds and large institutions have $54.8M invested in Eaton Vance California Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5% more funds holding

Funds holding: 43 → 45 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.16% less ownership

Funds ownership: 20.07% → 18.92% (-1.2%)

8% less capital invested

Capital invested by funds: $59.9M → $54.8M (-$5.09M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
8
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$657K
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$392K
3
Morgan Stanley
Morgan Stanley
New York
+$375K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$236K
5
Millennium Management
Millennium Management
New York
+$221K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$4.3M
2
VCM
Vivaldi Capital Management
Illinois
-$1.55M
3
C
Certuity
Florida
-$1.31M
4
FFA
First Foundation Advisors
California
-$951K
5
GC
Guggenheim Capital
Illinois
-$651K
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
26
SteelPeak Wealth
California
$200K – – –
AA
27
AlphaCentric Advisors
Puerto Rico
$199K -$130K -11,050 -39%
BCM
28
Bluefin Capital Management
New York
$190K +$194K +16,404 New
Ameriprise
29
Ameriprise
Minnesota
$183K +$17.4K +1,474 +10%
ACM
30
Alethea Capital Management
Washington
$158K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$144K – – –
FFA
32
First Foundation Advisors
California
$140K -$951K -80,587 -87%
OCM
33
Orion Capital Management
California
$139K – – –
PCA
34
Peddock Capital Advisors
Massachusetts
$130K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$123K -$23.4K -1,980 -16%
Cerity Partners
36
Cerity Partners
New York
$122K – – –
NFG
37
Next Financial Group
Texas
$87K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$55K – – –
SCA
39
Snowden Capital Advisors
New York
$31K +$31.6K +2,675 New
RFA
40
Reilly Financial Advisors
California
$27K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$27K – – –
WAM
42
Wolverine Asset Management
Illinois
$27K +$27.8K +2,354 New
AssetMark Inc
43
AssetMark Inc
California
$17K +$17.1K +1,450 New
AFG
44
Albion Financial Group
Utah
$6K – – –
UB
45
UMB Bank
Missouri
$2K +$2.36K +200 New
VCM
46
Vivaldi Capital Management
Illinois
– -$1.55M -130,185 Closed
C
47
Certuity
Florida
– -$1.31M -110,135 Closed
WANY
48
Wealthspire Advisors (New York)
New York
– -$158K -13,270 Closed
KAS
49
Kestra Advisory Services
Texas
– -$158K -13,260 Closed
VF
50
Virtu Financial
New York
– -$148K -12,402 Closed
1
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EVM Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2021, worth a combined $54.8M — down 8.5% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVM positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $657K. The largest seller was Karpus Investment Management, cutting an estimated $4.3M.

  • 45 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2021, up from 43 in Q3 2021.
  • Funds reported $54.8M of Eaton Vance California Municipal Bond Fund stock for Q4 2021, down 8.5% quarter-over-quarter.
  • 9 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2021 was Wells Fargo, an estimated $657K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2021.