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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

49 hedge funds and large institutions have $76.8M invested in Eaton Vance California Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4549 (+4)

2.4% more ownership

Funds ownership: 32.53%34.93% (+2.4%)

5% more capital invested

Capital invested by funds: $73.2M → $76.8M (+$3.56M)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Vivaldi Capital Management
Illinois
$585K -$8.36K -942 -1%
RCM
27
Rivernorth Capital Management
Florida
$522K +$80.8K +9,113 +18%
Deutsche Bank
28
Deutsche Bank
Germany
$396K +$394K +44,470 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$335K +$32.4K +3,656 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$331K -$16K -1,800 -5%
MWM
31
Melfa Wealth Management
Massachusetts
$262K -$81.3K -9,169 -24%
MA
32
MKT Advisors
California
$248K
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$248K +$3.05K +344 +1%
DI
34
Diligent Investors
California
$178K
FPCP
35
Fort Point Capital Partners
California
$175K +$175K +19,706 New
MC
36
Matisse Capital
Oregon
$162K
SW
37
SteelPeak Wealth
California
$153K -$444 -50 -0.3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$134K -$9.55K -1,077 -7%
ACM
39
Alethea Capital Management
Washington
$117K
TIM
40
Tortoise Investment Management
New York
$107K
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$93K
CAM
42
Concorde Asset Management
Michigan
$89K +$88.7K +10,000 New
RJA
43
Raymond James & Associates
Florida
$89K +$88.7K +10,000 New
Osaic Holdings
44
Osaic Holdings
Arizona
$67.8K -$15.4K -1,732 -19%
SPIA
45
Steward Partners Investment Advisory
New York
$32.5K
HCM
46
Hollencrest Capital Management
California
$24.7K
UB
47
UMB Bank
Missouri
$16.5K
JP Morgan Chase
48
JP Morgan Chase
New York
$5.05K +$5.03K +567 New
AFG
49
Albion Financial Group
Utah
$4.78K
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
-$118K -13,125 Closed

EVM Hedge Fund Activity: Q2 2023 in Review

49 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2023, worth a combined $76.8M — up 4.9% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVM positions and 1 closed out — a net gain of 4 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2M. The largest seller was Wells Fargo, cutting an estimated $1.97M.

  • 49 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2023, up from 45 in Q1 2023.
  • Funds reported $76.8M of Eaton Vance California Municipal Bond Fund stock for Q2 2023, up 4.9% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2023 was Saba Capital Management, an estimated $2M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2023 was Wells Fargo, an estimated $1.97M sold.

Based on aggregated 13F filings for Q2 2023.