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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

34 hedge funds and large institutions have $35.8M invested in Eaton Vance California Municipal Bond Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

36% more funds holding

Funds holding: 2534 (+9)

16% more capital invested

Capital invested by funds: $30.9M → $35.8M (+$4.86M)

4.03% more ownership

Funds ownership: 10.66%14.7% (+4%)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
34
Holders Change
+9
Holders Change %
+36%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
6
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$5.96M +$6.19M +523,833 New
GC
2
Guggenheim Capital
Illinois
$5.56M -$219K -18,554 -4%
AAM
3
Advisors Asset Management
Colorado
$4.27M -$1.46M -123,302 -25%
Invesco
4
Invesco
Georgia
$3.01M -$879K -74,403 -22%
Morgan Stanley
5
Morgan Stanley
New York
$2.83M +$952K +80,600 +48%
UBS Group
6
UBS Group
Switzerland
$2.76M +$1.34M +113,635 +88%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.29M -$163K -13,792 -6%
MSL
8
Mackay Shields LLC
New York
$1.13M +$1.17M +98,842 New
LCM
9
Laurion Capital Management
New York
$1.08M +$1.12M +94,761 New
Wells Fargo
10
Wells Fargo
California
$935K -$78.6K -6,651 -7%
LPL Financial
11
LPL Financial
California
$808K -$6.97K -590 -0.8%
LNWWM
12
Laird Norton Wetherby Wealth Management
California
$668K +$694K +58,730 New
LCM
13
Landscape Capital Management
New Jersey
$543K +$563K +47,676 New
WAM
14
Wolverine Asset Management
Illinois
$501K +$520K +44,055 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$450K -$3.67K -311 -0.8%
CRC
16
Curi RMB Capital
Illinois
$440K +$456K +38,638 New
ACM
17
Alethea Capital Management
Washington
$431K
Lido Advisors
18
Lido Advisors
California
$235K
Citigroup
19
Citigroup
New York
$228K +$23.7K +2,009 +11%
AG
20
Advisor Group
Arizona
$217K -$126K -10,683 -36%
RJA
21
Raymond James & Associates
Florida
$211K -$57K -4,823 -21%
Bank of America
22
Bank of America
North Carolina
$207K +$14.9K +1,262 +7%
Squarepoint
23
Squarepoint
New York
$207K +$215K +18,200 New
FAAS
24
First Allied Advisory Services
California
$186K +$23.9K +2,026 +14%
Stifel Financial
25
Stifel Financial
Missouri
$149K +$155K +13,084 New

EVM Hedge Fund Activity: Q4 2016 in Review

34 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2016, worth a combined $35.8M — up 16% from $30.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EVM positions and 2 closed out — a net gain of 9 holders — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $6.19M. The largest seller was Advisors Asset Management, cutting an estimated $1.46M.

  • 34 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2016, up from 25 in Q3 2016.
  • Funds reported $35.8M of Eaton Vance California Municipal Bond Fund stock for Q4 2016, up 16% quarter-over-quarter.
  • 11 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2016 and 2 closed out, a net change of +9 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2016 was Fiera Capital (Canada), an estimated $6.19M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2016 was Advisors Asset Management, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2016.