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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 $29.5M invested in Eaton Vance California Municipal Bond Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

25% more funds holding

Funds holding: 2025 (+5)

1% more capital invested

Capital invested by funds: $29.1M → $29.5M (+$364K)

0.25% less ownership

Funds ownership: 11.21%10.96% (-0.25%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $66K

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
5
Closed
3
Calls
Puts
$66K
Net Calls
-$66K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.94M +$561K +44,608 +10%
GC
2
Guggenheim Capital
Illinois
$4.73M +$410K +32,576 +9%
Invesco
3
Invesco
Georgia
$4.21M +$12.5K +998 +0.3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.9M -$357K -28,365 -11%
Morgan Stanley
5
Morgan Stanley
New York
$2.32M +$185K +14,711 +9%
UBS Group
6
UBS Group
Switzerland
$2.1M -$2.08M -165,797 -50%
LPL Financial
7
LPL Financial
California
$1.8M +$339 +27 +0%
Wells Fargo
8
Wells Fargo
California
$1.35M +$106K +8,459 +9%
ACM
9
Alethea Capital Management
Washington
$997K -$37.7K -3,000 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$495K
BOS
11
Bank of Stockton
California
$325K +$324K +25,806 New
Bank of America
12
Bank of America
North Carolina
$316K -$105K -8,371 -25%
TCM
13
Tradewinds Capital Management
Washington
$308K
Lido Advisors
14
Lido Advisors
California
$259K +$259K +20,608 New
AIG
15
American International Group
New York
$250K +$172K +13,716 +224%
RJA
16
Raymond James & Associates
Florida
$244K +$244K +19,431 New
Citigroup
17
Citigroup
New York
$223K +$10.2K +810 +5%
Ameriprise
18
Ameriprise
Minnesota
$187K +$187K +14,904 New
DA
19
Doliver Advisors
Texas
$161K +$161K +12,794 New
WS
20
Wedbush Securities
California
$148K -$15.5K -1,229 -9%
CRC
21
Curi RMB Capital
Illinois
$140K +$140K +11,150 New
DADC
22
D.A. Davidson & Co
Montana
$75K
GBBWRPM
23
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$14K +$13.9K +1,105 New
GWM
25
Geneos Wealth Management
Colorado
$2K +$2.52K +200 New

EVM Hedge Fund Activity: Q1 2016 in Review

25 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2016, worth a combined $29.5M — up 1.2% from $29.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EVM positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $561K. The largest seller was UBS Group, cutting an estimated $2.08M.

  • 25 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2016, up from 20 in Q4 2015.
  • Funds reported $29.5M of Eaton Vance California Municipal Bond Fund stock for Q1 2016, up 1.2% quarter-over-quarter.
  • 8 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2016 and 3 closed out, a net change of +5 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2016 was Advisors Asset Management, an estimated $561K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2016 was UBS Group, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2016.