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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

20 hedge funds and large institutions have $29.1M invested in Eaton Vance California Municipal Bond Fund in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

11% more funds holding

Funds holding: 1820 (+2)

10% more capital invested

Capital invested by funds: $26.4M → $29.1M (+$2.71M)

0.59% more ownership

Funds ownership: 10.62%11.21% (+0.59%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $64K

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
3
Calls
Puts
$64K
Net Calls
-$64K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.2M +$73.7K +6,173 +1%
GC
2
Guggenheim Capital
Illinois
$4.17M +$273K +22,858 +7%
Invesco
3
Invesco
Georgia
$4.06M +$106K +8,849 +3%
UBS Group
4
UBS Group
Switzerland
$4.05M +$102K +8,576 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.14M -$34K -2,844 -1%
Morgan Stanley
6
Morgan Stanley
New York
$2.06M -$860K -71,993 -30%
LPL Financial
7
LPL Financial
California
$1.73M +$973K +81,472 +135%
Wells Fargo
8
Wells Fargo
California
$1.2M +$75K +6,275 +7%
ACM
9
Alethea Capital Management
Washington
$999K -$9.96K -834 -1%
LCM
10
Laurion Capital Management
New York
$750K +$737K +61,718 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$478K +$470K +39,311 New
Bank of America
12
Bank of America
North Carolina
$407K -$67.4K -5,644 -14%
TCM
13
Tradewinds Capital Management
Washington
$298K
Citigroup
14
Citigroup
New York
$206K -$17.2K -1,439 -8%
WS
15
Wedbush Securities
California
$158K
AIG
16
American International Group
New York
$75K -$23.7K -1,981 -24%
DADC
17
D.A. Davidson & Co
Montana
$72K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$43K +$42.7K +3,576 New
IA
19
IFP Advisors
Florida
$41K +$40.2K +3,368 New
GBBWRPM
20
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$14.9K +1,250 New
KeyBank National Association
21
KeyBank National Association
Ohio
-$313K -26,925 Closed
RFA
22
Reilly Financial Advisors
California
-$63.1K -5,285 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$1K -46 Closed

EVM Hedge Fund Activity: Q4 2015 in Review

20 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2015, worth a combined $29.1M — up 10% from $26.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVM positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $973K. The largest seller was Morgan Stanley, cutting an estimated $860K.

  • 20 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2015, up from 18 in Q3 2015.
  • Funds reported $29.1M of Eaton Vance California Municipal Bond Fund stock for Q4 2015, up 10% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2015 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2015 was LPL Financial, an estimated $973K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2015 was Morgan Stanley, an estimated $860K sold.

Based on aggregated 13F filings for Q4 2015.