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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

25 hedge funds and large institutions have $26.4M invested in Eaton Vance California Municipal Bond Fund in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

0.74% less ownership

Funds ownership: 11.39%10.65% (-0.74%)

2% less capital invested

Capital invested by funds: $26.9M → $26.4M (-$502K)

17% less funds holding

Funds holding: 3025 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
25
Holders Change
-5
Holders Change %
-16.67%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$5.42M +$289K +25,480 +6%
GC
2
Guggenheim Capital
Illinois
$4.21M +$176K +15,534 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.07M +$218K +19,266 +8%
AAM
4
Advisors Asset Management
Colorado
$2.74M +$959K +84,536 +56%
Wells Fargo
5
Wells Fargo
California
$2.39M -$128K -11,318 -5%
Invesco
6
Invesco
Georgia
$2.38M -$179K -15,755 -7%
Morgan Stanley
7
Morgan Stanley
New York
$993K +$39.8K +3,512 +4%
U
8
UBS
Switzerland
$948K -$215K -18,938 -19%
AQR Capital Management
9
AQR Capital Management
Connecticut
$804K -$72.4K -6,387 -8%
ACM
10
Akanthos Capital Management
California
$610K +$30.6K +2,700 +5%
LPL Financial
11
LPL Financial
California
$604K +$13.7K +1,212 +2%
RCM
12
Rivernorth Capital Management
Florida
$485K -$12.5K -1,099 -3%
KeyBank National Association
13
KeyBank National Association
Ohio
$312K
TCM
14
Tradewinds Capital Management
Washington
$284K
WS
15
Wedbush Securities
California
$257K
HK
16
Horizon Kinetics
New York
$188K -$215K -18,953 -54%
Citigroup
17
Citigroup
New York
$158K +$11.5K +1,010 +8%
PFA
18
Pure Financial Advisors
California
$155K
Bank of America
19
Bank of America
North Carolina
$137K -$206K -18,125 -61%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$117K +$44.2K +3,900 +63%
AIG
21
American International Group
New York
$77.6K +$53.3K +4,700 +235%
RFA
22
Reilly Financial Advisors
California
$49K
EWM
23
Edge Wealth Management
New York
$12K
TRCT
24
Tower Research Capital (TRC)
New York
$2K -$703 -62 -30%
GSC
25
Ground Swell Capital
South Carolina
$2K +$2.27K +200 New

EVM Hedge Fund Activity: Q2 2014 in Review

25 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2014, worth a combined $26.4M — down 1.9% from $26.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVM and 1 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Advisors Asset Management, adding an estimated $959K. The largest seller was Newgate Capital Management, exiting entirely with an estimated $2.03M sold.

  • 25 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2014, down from 30 in Q1 2014.
  • Funds reported $26.4M of Eaton Vance California Municipal Bond Fund stock for Q2 2014, down 1.9% quarter-over-quarter.
  • 1 fund opened new Eaton Vance California Municipal Bond Fund positions in Q2 2014 and 6 closed out, a net change of -5 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2014 was Advisors Asset Management, an estimated $959K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2014 was Newgate Capital Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2014.