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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

33 hedge funds and large institutions have $34.6M invested in Eaton Vance California Municipal Bond Fund in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.45% less ownership

Funds ownership: 14.7%14.24% (-0.45%)

3% less capital invested

Capital invested by funds: $35.8M → $34.6M (-$1.16M)

3% less funds holding

Funds holding: 3433 (-1)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.99M +$443K +38,650 +8%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$5.46M -$495K -43,141 -8%
AAM
3
Advisors Asset Management
Colorado
$4.26M -$1.65K -144 -0%
UBS Group
4
UBS Group
Switzerland
$3.14M +$386K +33,660 +14%
Morgan Stanley
5
Morgan Stanley
New York
$3.01M +$188K +16,398 +7%
Invesco
6
Invesco
Georgia
$2.73M -$278K -24,215 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.25M -$37.8K -3,296 -2%
LCM
8
Laurion Capital Management
New York
$1.27M +$194K +16,955 +18%
MSL
9
Mackay Shields LLC
New York
$1.15M +$26.4K +2,300 +2%
Wells Fargo
10
Wells Fargo
California
$839K -$94.8K -8,266 -10%
LPL Financial
11
LPL Financial
California
$786K -$24.5K -2,137 -3%
WAM
12
Wolverine Asset Management
Illinois
$673K +$175K +15,265 +35%
ACM
13
Alethea Capital Management
Washington
$430K
CRC
14
Curi RMB Capital
Illinois
$304K -$136K -11,859 -31%
Lido Advisors
15
Lido Advisors
California
$238K
Bank of America
16
Bank of America
North Carolina
$231K +$24.2K +2,107 +12%
LNWWM
17
Laird Norton Wetherby Wealth Management
California
$210K -$461K -40,224 -68%
Citigroup
18
Citigroup
New York
$205K -$22.8K -1,989 -10%
AGM
19
Alpine Global Management
New York
$179K +$181K +15,773 New
RJA
20
Raymond James & Associates
Florida
$148K -$63.8K -5,567 -30%
AG
21
Advisor Group
Arizona
$137K -$80.7K -7,036 -37%
SG Americas Securities
22
SG Americas Securities
New York
$132K +$133K +11,616 New
ACI
23
Alpha Cubed Investments
California
$131K +$17.6K +1,534 +15%
FAAS
24
First Allied Advisory Services
California
$126K -$60.4K -5,270 -32%
WS
25
Wedbush Securities
California
$122K

EVM Hedge Fund Activity: Q1 2017 in Review

33 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2017, worth a combined $34.6M — down 3.2% from $35.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVM and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 10 added.

The largest buyer was Guggenheim Capital, adding an estimated $443K. The largest seller was Fiera Capital (Canada), cutting an estimated $495K.

  • 33 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2017, down from 34 in Q4 2016.
  • Funds reported $34.6M of Eaton Vance California Municipal Bond Fund stock for Q1 2017, down 3.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2017 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2017 was Guggenheim Capital, an estimated $443K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2017 was Fiera Capital (Canada), an estimated $495K sold.

Based on aggregated 13F filings for Q1 2017.