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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

54 hedge funds and large institutions have $106M invested in Eaton Vance California Municipal Bond Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 5354 (+1)

1.12% more ownership

Funds ownership: 45.58%46.7% (+1.1%)

3% less capital invested

Capital invested by funds: $108M → $106M (-$2.8M)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$458K +$229K +24,374 +95%
VCM
27
Vivaldi Capital Management
Illinois
$421K +$244 +26 +0.1%
MWM
28
Melfa Wealth Management
Massachusetts
$389K
QL
29
Quarry LP
New York
$373K +$259K +27,600 +211%
Bank of America
30
Bank of America
North Carolina
$297K -$175K -18,596 -36%
Stifel Financial
31
Stifel Financial
Missouri
$291K +$19.4K +2,060 +7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$198K +$31K +3,293 +18%
VCWA
33
Vanguard Capital Wealth Advisors
Colorado
$183K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$163K
RAM
35
Readystate Asset Management
Illinois
$160K +$164K +17,433 New
RCG
36
Regatta Capital Group
California
$147K -$58K -6,171 -28%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$139K +$940 +100 +0.7%
HighTower Advisors
38
HighTower Advisors
Illinois
$138K +$141K +15,000 New
BAG
39
Bridgewealth Advisory Group
California
$121K +$121K +12,891 New
MA
40
MKT Advisors
California
$113K
HKAM
41
Horizon Kinetics Asset Management
New York
$97.9K
ACM
42
Alethea Capital Management
Washington
$97.7K
VBWMG
43
Von Berge Wealth Management Group
California
$97.6K +$97.3K +10,352 New
MFS
44
Madrona Financial Services
Washington
$95.9K +$1.31K +139 +1%
WANY
45
Wealthspire Advisors (New York)
New York
$94.8K +$97.1K +10,333 New
OCM
46
One Capital Management
California
$94.6K
Nomura Holdings
47
Nomura Holdings
Japan
$91.7K +$94K +10,000 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$79.2K +$69.6K +7,400 +598%
HCM
49
Hollencrest Capital Management
California
$25.4K
SPIA
50
Steward Partners Investment Advisory
New York
$21.1K

EVM Hedge Fund Activity: Q4 2024 in Review

54 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2024, worth a combined $106M — down 2.6% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EVM positions and 8 closed out — a net gain of 2 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.81M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $7.78M sold.

  • 54 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $106M of Eaton Vance California Municipal Bond Fund stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 10 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2024 and 8 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2024 was Saba Capital Management, an estimated $6.81M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2024 was Rivernorth Capital Management, an estimated $7.78M sold.

Based on aggregated 13F filings for Q4 2024.