We are live on ! Find out more
EVM

Eaton Vance California Municipal Bond Fund
EVM

Delisted

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

Back to rankings

50 hedge funds and large institutions have $56.5M invested in Eaton Vance California Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

11% more funds holding

Funds holding: 45 → 50 (+5)

3.62% more ownership

Funds ownership: 18.92% → 22.54% (+3.6%)

3% more capital invested

Capital invested by funds: $54.8M → $56.5M (+$1.68M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
17
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Magnolia Capital Advisors
Mississippi
+$2.29M
2
SCA
Snowden Capital Advisors
New York
+$1.24M
3
KIM
Karpus Investment Management
New York
+$1.15M
4
MC
Matisse Capital
Oregon
+$1.05M
5
RCM
Robinson Capital Management
Michigan
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.28M
2
GC
Guggenheim Capital
Illinois
-$1.07M
3
Invesco
Invesco
Georgia
-$248K
4
Lido Advisors
Lido Advisors
California
-$219K
5
Millennium Management
Millennium Management
New York
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$391K +$413K +38,935 New
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$351K – – –
NAM
28
Newfleet Asset Management
Connecticut
$351K – – –
VCM
29
Vivaldi Capital Management
Illinois
$299K +$337K +31,796 New
MA
30
MKT Advisors
California
$256K +$265 +25 +0.1%
QC
31
Quantedge Capital
Singapore
$245K +$259K +24,400 New
DI
32
Diligent Investors
California
$201K +$212K +20,000 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$200K – – –
LCM
34
Landscape Capital Management
New Jersey
$196K +$207K +19,521 New
SW
35
SteelPeak Wealth
California
$173K – – –
AWS
36
Atria Wealth Solutions
New York
$151K +$159K +15,000 New
RPCA
37
Running Point Capital Advisors
California
$151K +$159K +15,000 New
Osaic Holdings
38
Osaic Holdings
Arizona
$141K +$36.7K +3,460 +33%
ACM
39
Alethea Capital Management
Washington
$136K – – –
OCM
40
Orion Capital Management
California
$120K – – –
Ameriprise
41
Ameriprise
Minnesota
$118K -$42.3K -3,991 -25%
First Trust Advisors
42
First Trust Advisors
Illinois
$115K +$122K +11,490 New
Cerity Partners
43
Cerity Partners
New York
$106K – – –
HW
44
Hamilton Wealth
California
$105K +$111K +10,500 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$104K -$21.7K -2,050 -16%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$48K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$31K +$7.87K +742 +32%
Creative Planning
48
Creative Planning
Kansas
$23K +$24.5K +2,311 New
UB
49
UMB Bank
Missouri
$7K +$4.92K +464 +232%
AFG
50
Albion Financial Group
Utah
$5K – – –
1
2
3

EVM Hedge Fund Activity: Q1 2022 in Review

50 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2022, worth a combined $56.5M — up 3.1% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVM positions and 7 closed out — a net gain of 8 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $2.29M. The largest seller was Wells Fargo, cutting an estimated $1.28M.

  • 50 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2022, up from 45 in Q4 2021.
  • Funds reported $56.5M of Eaton Vance California Municipal Bond Fund stock for Q1 2022, up 3.1% quarter-over-quarter.
  • 15 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2022 and 7 closed out, a net change of +8 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2022 was Magnolia Capital Advisors, an estimated $2.29M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2022 was Wells Fargo, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2022.