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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

50 hedge funds and large institutions have $110M invested in Eaton Vance California Municipal Bond Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 47.73%47.06% (-0.66%)

1% less capital invested

Capital invested by funds: $111M → $110M (-$828K)

2% less funds holding

Funds holding: 5150 (-1)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% 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
16
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Robinson Capital Management
Michigan
$452K -$1.09M -115,651 -71%
Bank of America
27
Bank of America
North Carolina
$428K -$486K -51,612 -53%
AIA
28
Absolute Investment Advisers
Florida
$408K
MWM
29
Melfa Wealth Management
Massachusetts
$404K
Stifel Financial
30
Stifel Financial
Missouri
$317K -$68.7K -7,303 -18%
QL
31
Quarry LP
New York
$249K
Ameriprise
32
Ameriprise
Minnesota
$237K +$978 +104 +0.4%
SA
33
Sanctuary Advisors
Indiana
$228K +$230K +24,498 New
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$190K +$94.1K +10,000 +100%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$186K
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$174K +$17.6K +1,866 +11%
RJA
37
Raymond James & Associates
Florida
$168K
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$143K
CAM
39
Concorde Asset Management
Michigan
$124K +$23.5K +2,500 +24%
MA
40
MKT Advisors
California
$116K +$386 +41 +0.3%
ACM
41
Alethea Capital Management
Washington
$101K
MFS
42
Madrona Financial Services
Washington
$96.8K +$1.17K +124 +1%
TIM
43
Tortoise Investment Management
New York
$42.8K -$23.5K -2,500 -36%
Osaic Holdings
44
Osaic Holdings
Arizona
$26.6K -$18.8K -2,000 -42%
HCM
45
Hollencrest Capital Management
California
$26.3K
SPIA
46
Steward Partners Investment Advisory
New York
$21.9K
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$15.6K -$22.1K -2,353 -59%
RIL
48
Rothschild Investment LLC
Illinois
$13.7K +$160 +17 +1%
AFG
49
Albion Financial Group
Utah
$5.11K
SA
50
Scarborough Advisors
Maryland
$48

EVM Hedge Fund Activity: Q2 2024 in Review

50 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2024, worth a combined $110M — down 0.74% from $111M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EVM and 2 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 16 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.12M. The largest seller was Almitas Capital, cutting an estimated $1.35M.

  • 50 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2024, down from 51 in Q1 2024.
  • Funds reported $110M of Eaton Vance California Municipal Bond Fund stock for Q2 2024, down 0.74% quarter-over-quarter.
  • 2 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2024 and 3 closed out, a net change of -1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2024 was Rivernorth Capital Management, an estimated $2.12M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2024 was Almitas Capital, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2024.