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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

23 hedge funds and large institutions have $31.2M invested in Eaton Vance California Municipal Bond Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

6% more capital invested

Capital invested by funds: $29.5M → $31.2M (+$1.65M)

0.42% less ownership

Funds ownership: 10.96%10.54% (-0.42%)

8% less funds holding

Funds holding: 2523 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$6.77M +$226K +17,386 +4%
GC
2
Guggenheim Capital
Illinois
$5.71M +$483K +37,113 +10%
Invesco
3
Invesco
Georgia
$4.99M +$346K +26,602 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.11M -$66.3K -5,092 -2%
Morgan Stanley
5
Morgan Stanley
New York
$2.52M -$28.2K -2,165 -1%
UBS Group
6
UBS Group
Switzerland
$2.32M +$10.4K +803 +0.5%
Wells Fargo
7
Wells Fargo
California
$1.31M -$156K -11,970 -11%
LPL Financial
8
LPL Financial
California
$995K -$917K -70,459 -50%
ACM
9
Alethea Capital Management
Washington
$592K -$474K -36,456 -46%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$550K +$6.51K +500 +1%
RJA
11
Raymond James & Associates
Florida
$326K +$54.3K +4,176 +21%
Bank of America
12
Bank of America
North Carolina
$289K -$54.6K -4,199 -17%
Lido Advisors
13
Lido Advisors
California
$284K
AG
14
Advisor Group
Arizona
$262K +$248K +19,023 New
Citigroup
15
Citigroup
New York
$225K -$18.7K -1,440 -8%
Ameriprise
16
Ameriprise
Minnesota
$207K +$1.12K +86 +0.6%
WS
17
Wedbush Securities
California
$163K
Stifel Financial
18
Stifel Financial
Missouri
$146K +$138K +10,584 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$138K +$116K +8,895 +805%
IA
20
IFP Advisors
Florida
$85K +$80.3K +6,169 New
DADC
21
D.A. Davidson & Co
Montana
$82K
RFA
22
Reilly Financial Advisors
California
$73K +$68.8K +5,285 New
GWM
23
Geneos Wealth Management
Colorado
$2K
BOS
24
Bank of Stockton
California
-$325K -25,806 Closed
TCM
25
Tradewinds Capital Management
Washington
-$308K -24,500 Closed

EVM Hedge Fund Activity: Q2 2016 in Review

23 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2016, worth a combined $31.2M — up 5.6% from $29.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVM and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 8 added.

The largest buyer was Guggenheim Capital, adding an estimated $483K. The largest seller was LPL Financial, cutting an estimated $917K.

  • 23 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2016, down from 25 in Q1 2016.
  • Funds reported $31.2M of Eaton Vance California Municipal Bond Fund stock for Q2 2016, up 5.6% quarter-over-quarter.
  • 4 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2016 and 6 closed out, a net change of -2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2016 was Guggenheim Capital, an estimated $483K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2016 was LPL Financial, an estimated $917K sold.

Based on aggregated 13F filings for Q2 2016.