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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

27 hedge funds and large institutions have $18M invested in Eaton Vance California Municipal Bond Fund in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

23% more funds holding

Funds holding: 2227 (+5)

14% more capital invested

Capital invested by funds: $15.8M → $18M (+$2.23M)

1.38% more ownership

Funds ownership: 6.7%8.08% (+1.4%)

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.24M +$647K +63,710 +26%
Invesco
2
Invesco
Georgia
$2.46M -$411K -40,475 -15%
GC
3
Guggenheim Capital
Illinois
$2.17M +$223K +21,921 +12%
Wells Fargo
4
Wells Fargo
California
$2.16M +$564K +55,582 +36%
NCM
5
Newgate Capital Management
Connecticut
$1.37M +$198K +19,544 +17%
Morgan Stanley
6
Morgan Stanley
New York
$1.3M +$122K +12,046 +11%
U
7
UBS
Switzerland
$1.01M +$333K +32,830 +50%
AAM
8
Advisors Asset Management
Colorado
$1.01M +$238K +23,440 +32%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$545K +$523K +51,500 +3,962%
LPL Financial
10
LPL Financial
California
$450K +$70.8K +6,971 +18%
AQR Capital Management
11
AQR Capital Management
Connecticut
$373K +$366K +36,098 New
HK
12
Horizon Kinetics
New York
$363K -$3.05K -300 -0.8%
KeyBank National Association
13
KeyBank National Association
Ohio
$278K
DA
14
Doliver Advisors
Texas
$263K -$193K -19,038 -43%
ACM
15
Akanthos Capital Management
California
$258K +$254K +25,000 New
Citigroup
16
Citigroup
New York
$167K -$4.15K -409 -2%
WS
17
Wedbush Securities
California
$143K +$141K +13,880 New
PFA
18
Pure Financial Advisors
California
$138K
Bank of America
19
Bank of America
North Carolina
$115K +$29.1K +2,863 +35%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$70K
RFA
21
Reilly Financial Advisors
California
$44K -$21.8K -2,150 -33%
AIG
22
American International Group
New York
$41.3K -$22.8K -2,244 -36%
WA
23
WFG Advisors
Texas
$31K
Creative Planning
24
Creative Planning
Kansas
$10K +$10.2K +1,000 New
EWM
25
Edge Wealth Management
New York
$10K +$10.2K +1,000 New

EVM Hedge Fund Activity: Q3 2013 in Review

27 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2013, worth a combined $18M — up 14% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVM positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $647K. The largest seller was Invesco, cutting an estimated $411K.

  • 27 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2013, up from 22 in Q2 2013.
  • Funds reported $18M of Eaton Vance California Municipal Bond Fund stock for Q3 2013, up 14% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2013 and 1 closed out, a net change of +5 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2013 was Karpus Investment Management, an estimated $647K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2013 was Invesco, an estimated $411K sold.

Based on aggregated 13F filings for Q3 2013.