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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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48 hedge funds and large institutions have $49.4M invested in Eaton Vance California Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 22.48% → 23.12% (+0.64%)

5% less capital invested

Capital invested by funds: $52.1M → $49.4M (-$2.69M)

6% less funds holding

Funds holding: 51 → 48 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.22M
2
RCG
Regatta Capital Group
California
+$1.19M
3
AAM
Advisors Asset Management
Colorado
+$538K
4
Morgan Stanley
Morgan Stanley
New York
+$289K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$270K

Top Sellers

Rank Fund Capital Flow
1
MC
Matisse Capital
Oregon
-$798K
2
MIAN
Mariner Independent Advisor Network
Kansas
-$586K
3
GC
Guggenheim Capital
Illinois
-$533K
4
Bank of America
Bank of America
North Carolina
-$332K
5
WAM
Wolverine Asset Management
Illinois
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
26
Quantedge Capital
Singapore
$312K -$122K -13,141 -26%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$298K – – –
Ameriprise
28
Ameriprise
Minnesota
$265K +$62.7K +6,757 +28%
MA
29
MKT Advisors
California
$237K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$196K -$6.51K -702 -3%
VCM
31
Vivaldi Capital Management
Illinois
$194K -$65.4K -7,049 -23%
LPL Financial
32
LPL Financial
California
$185K +$529 +57 +0.3%
DI
33
Diligent Investors
California
$170K – – –
MC
34
Matisse Capital
Oregon
$155K -$798K -86,097 -83%
Osaic Holdings
35
Osaic Holdings
Arizona
$148K +$9.3K +1,003 +6%
SW
36
SteelPeak Wealth
California
$147K – – –
RPCA
37
Running Point Capital Advisors
California
$128K – – –
ACM
38
Alethea Capital Management
Washington
$116K – – –
LCM
39
Landscape Capital Management
New Jersey
$109K -$52.7K -5,680 -31%
Cerity Partners
40
Cerity Partners
New York
$90K – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$89K – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$87K +$94.4K +10,181 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$41K – – –
CCM
44
Covington Capital Management
California
$28K +$30.9K +3,333 New
SPIA
45
Steward Partners Investment Advisory
New York
$26K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$9K +$10K +1,080 New
UB
47
UMB Bank
Missouri
$6K – – –
AFG
48
Albion Financial Group
Utah
$5K – – –
AC
49
Almitas Capital
California
– -$235K -25,361 Closed
RJA
50
Raymond James & Associates
Florida
– -$149K -16,086 Closed
1
2
3

EVM Hedge Fund Activity: Q3 2022 in Review

48 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2022, worth a combined $49.4M — down 5.2% from $52.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVM and 3 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $2.22M. The largest seller was Matisse Capital, cutting an estimated $798K.

  • 48 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2022, down from 51 in Q2 2022.
  • Funds reported $49.4M of Eaton Vance California Municipal Bond Fund stock for Q3 2022, down 5.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2022 and 6 closed out, a net change of -3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2022 was Wells Fargo, an estimated $2.22M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2022 was Matisse Capital, an estimated $798K sold.

Based on aggregated 13F filings for Q3 2022.