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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 $25.8M invested in Eaton Vance California Municipal Bond Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.01% less ownership

Funds ownership: 10.65%10.64% (-0.01%)

2% less capital invested

Capital invested by funds: $26.4M → $25.8M (-$570K)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
6
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
$5.25M -$60.2K -5,225 -1%
GC
2
Guggenheim Capital
Illinois
$4.25M +$135K +11,693 +3%
AAM
3
Advisors Asset Management
Colorado
$3.31M +$643K +55,859 +24%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.05M +$42.3K +3,674 +1%
Invesco
5
Invesco
Georgia
$2.71M +$379K +32,917 +16%
U
6
UBS
Switzerland
$1M +$76.1K +6,605 +8%
Morgan Stanley
7
Morgan Stanley
New York
$974K +$541 +47 +0.1%
Wells Fargo
8
Wells Fargo
California
$905K -$1.46M -126,601 -61%
VKH
9
Virtu KCG Holdings
New York
$895K +$909K +78,887 New
ACM
10
Akanthos Capital Management
California
$598K
LPL Financial
11
LPL Financial
California
$566K -$28.9K -2,510 -5%
TC
12
TFS Capital
Pennsylvania
$350K +$355K +30,795 New
Bank of America
13
Bank of America
North Carolina
$313K +$182K +15,803 +134%
KeyBank National Association
14
KeyBank National Association
Ohio
$306K
DA
15
Doliver Advisors
Texas
$289K +$293K +25,476 New
TCM
16
Tradewinds Capital Management
Washington
$278K
WS
17
Wedbush Securities
California
$252K
HK
18
Horizon Kinetics
New York
$173K -$10.8K -937 -6%
Citigroup
19
Citigroup
New York
$170K +$16.1K +1,398 +10%
Ameriprise
20
Ameriprise
Minnesota
$64K +$65.2K +5,665 New
AIG
21
American International Group
New York
$58K -$18.3K -1,586 -24%
RFA
22
Reilly Financial Advisors
California
$49K
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$11K -$105K -9,109 -90%
EWM
24
Edge Wealth Management
New York
$11K
TRCT
25
Tower Research Capital (TRC)
New York
$2K

EVM Hedge Fund Activity: Q3 2014 in Review

25 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2014, worth a combined $25.8M — down 2.2% from $26.4M a quarter earlier.

Fund positioning in EVM was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $909K. The largest seller was Wells Fargo, cutting an estimated $1.46M.

  • 25 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $25.8M of Eaton Vance California Municipal Bond Fund stock for Q3 2014, down 2.2% quarter-over-quarter.
  • 4 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2014 and 4 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2014 was Virtu KCG Holdings, an estimated $909K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2014 was Wells Fargo, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2014.