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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

24 hedge funds and large institutions have $28.5M invested in Eaton Vance California Municipal Bond Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $25.8M → $28.5M (+$2.63M)

0.66% more ownership

Funds ownership: 10.64%11.3% (+0.66%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less funds holding

Funds holding: 2524 (-1)

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$4.79M -$657K -56,315 -12%
AAM
2
Advisors Asset Management
Colorado
$3.96M +$525K +44,943 +15%
GC
3
Guggenheim Capital
Illinois
$3.94M -$460K -39,433 -11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.34M +$173K +14,850 +6%
Invesco
5
Invesco
Georgia
$3.34M +$525K +44,950 +19%
Morgan Stanley
6
Morgan Stanley
New York
$2.42M +$1.4M +119,591 +139%
UBS Group
7
UBS Group
Switzerland
$1.2M +$1.19M +102,144 New
ACM
8
Alethea Capital Management
Washington
$978K +$970K +83,097 New
Wells Fargo
9
Wells Fargo
California
$898K -$39.3K -3,365 -4%
AQR Capital Management
10
AQR Capital Management
Connecticut
$645K +$639K +54,792 New
ACM
11
Akanthos Capital Management
California
$620K
LPL Financial
12
LPL Financial
California
$602K +$17.7K +1,517 +3%
Bank of America
13
Bank of America
North Carolina
$326K +$922 +79 +0.3%
KeyBank National Association
14
KeyBank National Association
Ohio
$317K
WS
15
Wedbush Securities
California
$310K +$47.9K +4,100 +18%
TCM
16
Tradewinds Capital Management
Washington
$288K
Citigroup
17
Citigroup
New York
$176K -$910 -78 -0.5%
HK
18
Horizon Kinetics
New York
$140K -$41.4K -3,549 -23%
DADC
19
D.A. Davidson & Co
Montana
$70K +$70K +6,000 New
RFA
20
Reilly Financial Advisors
California
$50K
AIG
21
American International Group
New York
$24.9K -$35K -3,000 -59%
NPC
22
National Planning Corporation
California
$15.9K +$15.6K +1,333 New
EWM
23
Edge Wealth Management
New York
$12K
TRCT
24
Tower Research Capital (TRC)
New York
$7K +$5.64K +483 +333%
VKH
25
Virtu KCG Holdings
New York
-$895K -78,887 Closed

EVM Hedge Fund Activity: Q4 2014 in Review

24 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2014, worth a combined $28.5M — up 10% from $25.8M a quarter earlier.

Fund positioning in EVM was balanced in Q4 2014: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.4M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $895K sold.

  • 24 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2014, down from 25 in Q3 2014.
  • Funds reported $28.5M of Eaton Vance California Municipal Bond Fund stock for Q4 2014, up 10% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2014 and 5 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2014 was Morgan Stanley, an estimated $1.4M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2014 was Virtu KCG Holdings, an estimated $895K sold.

Based on aggregated 13F filings for Q4 2014.