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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 $30.9M invested in Eaton Vance California Municipal Bond Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 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

9% more funds holding

Funds holding: 2325 (+2)

0.13% more ownership

Funds ownership: 10.54%10.66% (+0.13%)

1% less capital invested

Capital invested by funds: $31.2M → $30.9M (-$249K)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.87M +$1.29M +93,485 +23%
AAM
2
Advisors Asset Management
Colorado
$6.76M +$125K +9,051 +2%
Invesco
3
Invesco
Georgia
$4.59M -$314K -22,745 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.91M -$143K -10,327 -5%
Morgan Stanley
5
Morgan Stanley
New York
$2.28M -$198K -14,307 -8%
UBS Group
6
UBS Group
Switzerland
$1.75M -$539K -38,992 -23%
Wells Fargo
7
Wells Fargo
California
$1.2M -$86.2K -6,243 -7%
LPL Financial
8
LPL Financial
California
$947K +$1.45K +105 +0.1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$540K
ACM
10
Alethea Capital Management
Washington
$513K -$68.6K -4,967 -12%
AG
11
Advisor Group
Arizona
$404K +$148K +10,744 +56%
RJA
12
Raymond James & Associates
Florida
$317K -$3.16K -229 -1%
Lido Advisors
13
Lido Advisors
California
$279K
Citigroup
14
Citigroup
New York
$244K +$24K +1,738 +11%
Bank of America
15
Bank of America
North Carolina
$230K -$54.8K -3,969 -19%
WS
16
Wedbush Securities
California
$203K +$44.2K +3,200 +27%
FAAS
17
First Allied Advisory Services
California
$194K +$198K +14,337 New
VKH
18
Virtu KCG Holdings
New York
$137K +$140K +10,112 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$136K
ACI
20
Alpha Cubed Investments
California
$136K +$138K +10,000 New
IA
21
IFP Advisors
Florida
$84K +$318 +23 +0.4%
DADC
22
D.A. Davidson & Co
Montana
$81K
RFA
23
Reilly Financial Advisors
California
$72K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$14K +$13.8K +1,000 New
Creative Planning
25
Creative Planning
Kansas
$9K +$9.67K +700 New

EVM Hedge Fund Activity: Q3 2016 in Review

25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2016, worth a combined $30.9M — down 0.8% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVM positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.29M. The largest seller was UBS Group, cutting an estimated $539K.

  • 25 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2016, up from 23 in Q2 2016.
  • Funds reported $30.9M of Eaton Vance California Municipal Bond Fund stock for Q3 2016, down 0.8% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2016 and 3 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2016 was Guggenheim Capital, an estimated $1.29M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2016 was UBS Group, an estimated $539K sold.

Based on aggregated 13F filings for Q3 2016.