Eaton Vance California Municipal Bond Fund
EVM
EVM was delisted on the 24th of October, 2025.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$368K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$278K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$246K |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$242K |
| 5 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.13M |
| 2 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
-$812K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$704K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$474K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$322K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Osaic Holdings
Scottsdale,
Arizona
| $7.72K | -$19.2K | -2,000 | -71% |
|
|
AFG
52
Albion Financial Group
Salt Lake City,
Utah
| $5.18K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $10 | +$10 | +1 | New |
|
|
FPCP
54
Fort Point Capital Partners
San Francisco,
California
| – | -$812K | -85,346 | Closed |
|
|
TIM
55
Tortoise Investment Management
White Plains,
New York
| – | -$42.8K | -4,500 | Closed |
|
|
SA
56
Scarborough Advisors
Annapolis,
Maryland
| – | -$48 | -5 | Closed |
|
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.