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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 $23.1M invested in Eaton Vance California Municipal Bond Fund in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 3

28% more capital invested

Capital invested by funds: $18M → $23.1M (+$5.06M)

2.3% more ownership

Funds ownership: 8.08%10.38% (+2.3%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$4.27M +$1.06M +104,580 +33%
GC
2
Guggenheim Capital
Illinois
$2.92M +$776K +76,251 +36%
Invesco
3
Invesco
Georgia
$2.51M +$73.2K +7,189 +3%
Wells Fargo
4
Wells Fargo
California
$2.49M +$353K +34,658 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.78M +$1.24M +121,720 +231%
NCM
6
Newgate Capital Management
Connecticut
$1.43M +$67.9K +6,673 +5%
Morgan Stanley
7
Morgan Stanley
New York
$1.38M +$94.3K +9,264 +7%
AAM
8
Advisors Asset Management
Colorado
$1.36M +$366K +35,984 +37%
U
9
UBS
Switzerland
$893K -$111K -10,920 -11%
AQR Capital Management
10
AQR Capital Management
Connecticut
$588K +$218K +21,449 +59%
LPL Financial
11
LPL Financial
California
$512K +$53K +5,213 +12%
ACM
12
Akanthos Capital Management
California
$511K +$254K +25,000 +100%
HK
13
Horizon Kinetics
New York
$359K
Bank of America
14
Bank of America
North Carolina
$297K +$182K +17,904 +161%
KeyBank National Association
15
KeyBank National Association
Ohio
$275K
DA
16
Doliver Advisors
Texas
$267K +$5.89K +579 +2%
TCM
17
Tradewinds Capital Management
Washington
$250K +$249K +24,500 New
PRCM
18
Pine River Capital Management
Minnesota
$203K +$203K +19,955 New
SG Americas Securities
19
SG Americas Securities
New York
$170K +$170K +16,663 New
Citigroup
20
Citigroup
New York
$140K -$24.7K -2,429 -15%
WS
21
Wedbush Securities
California
$139K -$3.31K -325 -2%
PFA
22
Pure Financial Advisors
California
$137K
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$84K +$14.9K +1,460 +22%
RFA
24
Reilly Financial Advisors
California
$44K
AIG
25
American International Group
New York
$40.9K

EVM Hedge Fund Activity: Q4 2013 in Review

27 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2013, worth a combined $23.1M — up 28% from $18M a quarter earlier.

Fund positioning in EVM was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 3 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.24M. The largest seller was UBS, cutting an estimated $111K.

  • 27 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $23.1M of Eaton Vance California Municipal Bond Fund stock for Q4 2013, up 28% quarter-over-quarter.
  • 4 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2013 and 4 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2013 was Royal Bank of Canada, an estimated $1.24M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2013 was UBS, an estimated $111K sold.

Based on aggregated 13F filings for Q4 2013.