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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

31 hedge funds and large institutions have $31M invested in Eaton Vance California Municipal Bond Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

1.78% less ownership

Funds ownership: 14.24%12.46% (-1.8%)

6% less funds holding

Funds holding: 3331 (-2)

11% less capital invested

Capital invested by funds: $34.6M → $31M (-$3.64M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.27M +$146K +12,562 +2%
AAM
2
Advisors Asset Management
Colorado
$4.21M -$152K -13,071 -3%
UBS Group
3
UBS Group
Switzerland
$3.66M +$445K +38,345 +14%
Morgan Stanley
4
Morgan Stanley
New York
$3.2M +$122K +10,519 +4%
Invesco
5
Invesco
Georgia
$2.37M -$414K -35,728 -15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.21M -$89.5K -7,715 -4%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$1.98M -$3.6M -310,076 -65%
LCM
8
Laurion Capital Management
New York
$1.96M +$657K +56,677 +51%
Wells Fargo
9
Wells Fargo
California
$896K +$38.1K +3,282 +4%
WAM
10
Wolverine Asset Management
Illinois
$574K -$114K -9,871 -17%
ACM
11
Alethea Capital Management
Washington
$440K
CRC
12
Curi RMB Capital
Illinois
$305K -$6.5K -561 -2%
DA
13
Doliver Advisors
Texas
$286K +$166K +14,339 +140%
RJA
14
Raymond James & Associates
Florida
$256K +$104K +9,000 +69%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$244K +$243K +21,000 New
Lido Advisors
16
Lido Advisors
California
$239K
Bank of America
17
Bank of America
North Carolina
$222K -$13.7K -1,182 -6%
LPL Financial
18
LPL Financial
California
$200K -$596K -51,439 -75%
Citigroup
19
Citigroup
New York
$200K -$9.33K -805 -4%
FAAS
20
First Allied Advisory Services
California
$188K +$58.9K +5,077 +46%
AG
21
Advisor Group
Arizona
$175K +$34.7K +2,996 +25%
LNWWM
22
Laird Norton Wetherby Wealth Management
California
$162K -$52.6K -4,538 -25%
WS
23
Wedbush Securities
California
$137K +$11.6K +1,000 +9%
First Trust Advisors
24
First Trust Advisors
Illinois
$134K +$134K +11,522 New
Stifel Financial
25
Stifel Financial
Missouri
$125K +$125K +10,759 New

EVM Hedge Fund Activity: Q2 2017 in Review

31 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2017, worth a combined $31M — down 11% from $34.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EVM and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 12 added.

The largest buyer was Laurion Capital Management, adding an estimated $657K. The largest seller was Fiera Capital (Canada), cutting an estimated $3.6M.

  • 31 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2017, down from 33 in Q1 2017.
  • Funds reported $31M of Eaton Vance California Municipal Bond Fund stock for Q2 2017, down 11% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2017 and 5 closed out, a net change of -2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2017 was Laurion Capital Management, an estimated $657K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2017 was Fiera Capital (Canada), an estimated $3.6M sold.

Based on aggregated 13F filings for Q2 2017.