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EVM

Eaton Vance California Municipal Bond Fund
EVM

Delisted

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

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53 hedge funds and large institutions have $108M invested in Eaton Vance California Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 50 → 53 (+3)

2% less capital invested

Capital invested by funds: $110M → $108M (-$1.92M)

1.49% less ownership

Funds ownership: 47.06% → 45.58% (-1.5%)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$368K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$278K
3
WAM
Wolverine Asset Management
Illinois
+$246K
4
CWS
Cypress Wealth Services
California
+$242K
5
PIA
Perennial Investment Advisors
California
+$147K

Top Sellers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
-$1.13M
2
FPCP
Fort Point Capital Partners
California
-$812K
3
RCM
Rivernorth Capital Management
Florida
-$704K
4
LSC
Logan Stone Capital
Illinois
-$474K
5
AA
AQR Arbitrage
Connecticut
-$322K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$410K – – –
RCM
27
Robinson Capital Management
Michigan
$355K -$101K -10,500 -22%
Stifel Financial
28
Stifel Financial
Missouri
$287K -$34.5K -3,584 -11%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$278K +$278K +28,849 New
SA
30
Sanctuary Advisors
Indiana
$264K +$36K +3,745 +15%
WAM
31
Wolverine Asset Management
Illinois
$247K +$246K +25,578 New
CWS
32
Cypress Wealth Services
California
$243K +$242K +25,200 New
RCG
33
Regatta Capital Group
California
$215K -$307K -31,922 -59%
AIA
34
Absolute Investment Advisers
Florida
$207K -$207K -21,467 -50%
VCWA
35
Vanguard Capital Wealth Advisors
Colorado
$193K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$177K +$327 +34 +0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$172K -$16.7K -1,732 -9%
RJA
38
Raymond James & Associates
Florida
$171K – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$145K – – –
QL
40
Quarry LP
New York
$126K -$126K -13,078 -50%
MA
41
MKT Advisors
California
$117K +$135 +14 +0.1%
CAM
42
Concorde Asset Management
Michigan
$106K -$19.2K -2,000 -15%
HKAM
43
Horizon Kinetics Asset Management
New York
$103K +$103K +10,679 New
ACM
44
Alethea Capital Management
Washington
$103K – – –
OCM
45
One Capital Management
California
$99.6K +$99.3K +10,318 New
MFS
46
Madrona Financial Services
Washington
$99.5K +$1.29K +134 +1%
HCM
47
Hollencrest Capital Management
California
$26.7K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$22.2K – – –
RIL
49
Rothschild Investment LLC
Illinois
$14.1K +$173 +18 +1%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$11.9K -$3.85K -400 -24%
1
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EVM Hedge Fund Activity: Q3 2024 in Review

53 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2024, worth a combined $108M — down 1.7% from $110M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVM positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $368K. The largest seller was Almitas Capital, cutting an estimated $1.13M.

  • 53 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $108M of Eaton Vance California Municipal Bond Fund stock for Q3 2024, down 1.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2024 was Ameriprise, an estimated $368K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2024 was Almitas Capital, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2024.