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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 $25.4M invested in Eaton Vance California Municipal Bond Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

14% more funds holding

Funds holding: 2124 (+3)

2% more capital invested

Capital invested by funds: $25M → $25.4M (+$425K)

0.81% more ownership

Funds ownership: 9.72%10.53% (+0.81%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.49M +$148K +12,468 +3%
Invesco
2
Invesco
Georgia
$3.68M +$365K +30,755 +10%
UBS Group
3
UBS Group
Switzerland
$3.17M +$1.19M +100,590 +56%
GC
4
Guggenheim Capital
Illinois
$3.12M -$423K -35,619 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.95M -$399K -33,607 -11%
Morgan Stanley
6
Morgan Stanley
New York
$2.52M +$32.3K +2,724 +1%
Wells Fargo
7
Wells Fargo
California
$968K +$94.1K +7,930 +10%
ACM
8
Alethea Capital Management
Washington
$938K
CRC
9
Curi RMB Capital
Illinois
$732K +$770K +64,874 New
LPL Financial
10
LPL Financial
California
$653K +$64.2K +5,414 +10%
Bank of America
11
Bank of America
North Carolina
$416K +$85.5K +7,204 +24%
KeyBank National Association
12
KeyBank National Association
Ohio
$304K
TCM
13
Tradewinds Capital Management
Washington
$277K
DA
14
Doliver Advisors
Texas
$277K +$292K +24,566 New
Citigroup
15
Citigroup
New York
$197K +$14.4K +1,210 +7%
TC
16
TFS Capital
Pennsylvania
$167K +$176K +14,830 New
WS
17
Wedbush Securities
California
$147K
VKH
18
Virtu KCG Holdings
New York
$138K -$182K -15,332 -56%
WAM
19
Wolverine Asset Management
Illinois
$110K +$116K +9,794 New
DADC
20
D.A. Davidson & Co
Montana
$67K
RFA
21
Reilly Financial Advisors
California
$60K +$11.9K +1,000 +23%
AIG
22
American International Group
New York
$46.4K +$23.7K +2,000 +95%
EWM
23
Edge Wealth Management
New York
$11K
TRCT
24
Tower Research Capital (TRC)
New York
$1K -$783 -66 -39%
KIM
25
Karpus Investment Management
New York
-$349K -29,039 Closed

EVM Hedge Fund Activity: Q2 2015 in Review

24 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2015, worth a combined $25.4M — up 1.7% from $25M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVM positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was UBS Group, adding an estimated $1.19M. The largest seller was Guggenheim Capital, cutting an estimated $423K.

  • 24 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2015, up from 21 in Q1 2015.
  • Funds reported $25.4M of Eaton Vance California Municipal Bond Fund stock for Q2 2015, up 1.7% quarter-over-quarter.
  • 4 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2015 and 1 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2015 was UBS Group, an estimated $1.19M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2015 was Guggenheim Capital, an estimated $423K sold.

Based on aggregated 13F filings for Q2 2015.