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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

51 hedge funds and large institutions have $111M invested in Eaton Vance California Municipal Bond Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $106M → $111M (+$4.76M)

0.56% more ownership

Funds ownership: 47.16%47.73% (+0.56%)

0% more funds holding

Funds holding: 5151 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Napa Wealth Management
California
$407K
AIA
27
Absolute Investment Advisers
Florida
$405K +$400K +42,899 New
MWM
28
Melfa Wealth Management
Massachusetts
$401K +$1.75K +187 +0.4%
Stifel Financial
29
Stifel Financial
Missouri
$384K -$45.4K -4,866 -11%
QL
30
Quarry LP
New York
$247K +$141K +15,135 +138%
Ameriprise
31
Ameriprise
Minnesota
$234K -$802K -85,910 -78%
PIA
32
Perennial Investment Advisors
California
$216K +$213K +22,825 New
DI
33
Diligent Investors
California
$189K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$185K +$4.97K +533 +3%
RJA
35
Raymond James & Associates
Florida
$167K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$155K -$11.6K -1,242 -7%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$142K
MA
38
MKT Advisors
California
$110K +$383 +41 +0.3%
ACM
39
Alethea Capital Management
Washington
$101K
CAM
40
Concorde Asset Management
Michigan
$99.2K
LCM
41
Landscape Capital Management
New Jersey
$96.1K -$326K -34,945 -77%
MFS
42
Madrona Financial Services
Washington
$95K +$93.8K +10,057 New
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$94.5K +$93.3K +10,000 New
TIM
44
Tortoise Investment Management
New York
$66.2K -$46.7K -5,000 -42%
Osaic Holdings
45
Osaic Holdings
Arizona
$45.4K -$14.6K -1,568 -25%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$37.7K -$8.78K -941 -19%
HCM
47
Hollencrest Capital Management
California
$26.2K
SPIA
48
Steward Partners Investment Advisory
New York
$21.7K
RIL
49
Rothschild Investment LLC
Illinois
$13.4K +$159 +17 +1%
AFG
50
Albion Financial Group
Utah
$5.08K