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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 $80M invested in Eaton Vance California Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

4.99% more ownership

Funds ownership: 34.93%39.93% (+5%)

4% more capital invested

Capital invested by funds: $76.8M → $80M (+$3.27M)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$534K
VCM
27
Vivaldi Capital Management
Illinois
$528K -$6.49K -744 -1%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$305K -$549 -63 -0.2%
FPCP
29
Fort Point Capital Partners
California
$290K +$140K +16,004 +81%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$258K -$47.2K -5,416 -15%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$253K +$12K +1,372 +6%
MWM
32
Melfa Wealth Management
Massachusetts
$240K +$1.32K +151 +0.5%
MA
33
MKT Advisors
California
$226K
DI
34
Diligent Investors
California
$162K
MC
35
Matisse Capital
Oregon
$148K
RJA
36
Raymond James & Associates
Florida
$144K +$67.2K +7,706 +77%
SW
37
SteelPeak Wealth
California
$140K
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$122K +$131K +15,052 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$121K +$130K +14,960 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$111K -$12K -1,374 -9%
TIM
41
Tortoise Investment Management
New York
$97.4K
ACM
42
Alethea Capital Management
Washington
$86.5K -$21.5K -2,471 -19%
CAM
43
Concorde Asset Management
Michigan
$81.2K
Osaic Holdings
44
Osaic Holdings
Arizona
$73.9K +$13K +1,486 +20%
JP Morgan Chase
45
JP Morgan Chase
New York
$48.3K +$46.9K +5,379 +949%
SPIA
46
Steward Partners Investment Advisory
New York
$29.6K
HCM
47
Hollencrest Capital Management
California
$22.5K
UB
48
UMB Bank
Missouri
$15K
AFG
49
Albion Financial Group
Utah
$4.36K
SCA
50
Snowden Capital Advisors
New York
-$748K -84,027 Closed

EVM Hedge Fund Activity: Q3 2023 in Review

49 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2023, worth a combined $80M — up 4.3% from $76.8M a quarter earlier.

Fund positioning in EVM was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.79M. The largest seller was Karpus Investment Management, cutting an estimated $1.03M.

  • 49 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $80M of Eaton Vance California Municipal Bond Fund stock for Q3 2023, up 4.3% quarter-over-quarter.
  • 2 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $5.79M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2023 was Karpus Investment Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2023.