We are live on ! Find out more
EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

45 hedge funds and large institutions have $73.2M invested in Eaton Vance California Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

13% more capital invested

Capital invested by funds: $64.8M → $73.2M (+$8.41M)

2.56% more ownership

Funds ownership: 29.97%32.53% (+2.6%)

17% less funds holding

Funds holding: 5445 (-9)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
21
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Rivernorth Capital Management
Florida
$447K -$4.02M -448,136 -90%
LPL Financial
27
LPL Financial
California
$387K +$2.9K +323 +0.8%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$351K -$39.5K -4,402 -10%
MWM
29
Melfa Wealth Management
Massachusetts
$348K +$907 +101 +0.3%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$307K +$4.55K +507 +2%
MA
31
MKT Advisors
California
$251K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$244K -$14K -1,559 -6%
DI
33
Diligent Investors
California
$180K
MC
34
Matisse Capital
Oregon
$164K
SW
35
SteelPeak Wealth
California
$156K
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$146K +$145K +16,134 New
ACM
37
Alethea Capital Management
Washington
$118K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$118K +$18.7K +2,085 +19%
TIM
39
Tortoise Investment Management
New York
$108K
Osaic Holdings
40
Osaic Holdings
Arizona
$84.3K -$32.8K -3,655 -28%
SPIA
41
Steward Partners Investment Advisory
New York
$32.9K +$5.02K +559 +18%
HCM
42
Hollencrest Capital Management
California
$25K
UB
43
UMB Bank
Missouri
$16.7K
AFG
44
Albion Financial Group
Utah
$4.84K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$94
WAM
46
Wolverine Asset Management
Illinois
-$769K -89,012 Closed
WP
47
Woodline Partners
California
-$745K -86,213 Closed
MIG
48
Mariner Investment Group
New York
-$503K -58,242 Closed
Mariner
49
Mariner
Kansas
-$260K -30,037 Closed
LCM
50
Landscape Capital Management
New Jersey
-$169K -19,511 Closed

EVM Hedge Fund Activity: Q1 2023 in Review

45 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2023, worth a combined $73.2M — up 13% from $64.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVM and 2 opened new positions — a net loss of 9 holders — while 9 trimmed existing stakes and 21 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $5.94M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.02M.

  • 45 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2023, down from 54 in Q4 2022.
  • Funds reported $73.2M of Eaton Vance California Municipal Bond Fund stock for Q1 2023, up 13% quarter-over-quarter.
  • 2 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2023 and 11 closed out, a net change of -9 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $5.94M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2023 was Rivernorth Capital Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q1 2023.