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EVM

Eaton Vance California Municipal Bond Fund
EVM

Delisted

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

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27 hedge funds and large institutions have $30.1M invested in Eaton Vance California Municipal Bond Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.78% less ownership

Funds ownership: 12.46% → 11.68% (-0.78%)

3% less capital invested

Capital invested by funds: $31M → $30.1M (-$903K)

13% less funds holding

Funds holding: 31 → 27 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$991K
2
UBS Group
UBS Group
Switzerland
+$568K
3
VCM
Vivaldi Capital Management
Illinois
+$388K
4
AAM
Advisors Asset Management
Colorado
+$227K
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$210K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.96M
2
Morgan Stanley
Morgan Stanley
New York
-$1.19M
3
WAM
Wolverine Asset Management
Illinois
-$574K
4
CRC
Curi RMB Capital
Illinois
-$305K
5
DA
Doliver Advisors
Texas
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.49M +$991K +82,765 +15%
AAM
2
Advisors Asset Management
Colorado
$4.59M +$227K +18,998 +5%
UBS Group
3
UBS Group
Switzerland
$4.36M +$568K +47,441 +15%
Invesco
4
Invesco
Georgia
$2.37M -$89.7K -7,495 -4%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$2.27M +$210K +17,558 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.16M -$128K -10,715 -6%
Morgan Stanley
7
Morgan Stanley
New York
$2.12M -$1.19M -99,114 -36%
Wells Fargo
8
Wells Fargo
California
$1.02M +$92.8K +7,754 +10%
ACM
9
Alethea Capital Management
Washington
$456K – – –
Bank of America
10
Bank of America
North Carolina
$419K +$188K +15,694 +82%
VCM
11
Vivaldi Capital Management
Illinois
$390K +$388K +32,379 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$266K +$13.2K +1,100 +5%
Lido Advisors
13
Lido Advisors
California
$243K – – –
RJA
14
Raymond James & Associates
Florida
$216K -$48.6K -4,062 -18%
FAAS
15
First Allied Advisory Services
California
$190K -$5.99K -500 -3%
Stifel Financial
16
Stifel Financial
Missouri
$179K +$51.3K +4,283 +40%
LNWWM
17
Laird Norton Wetherby Wealth Management
California
$168K – – –
HCM
18
Hollencrest Capital Management
California
$160K +$159K +13,310 New
LPL Financial
19
LPL Financial
California
$155K -$52K -4,346 -25%
WS
20
Wedbush Securities
California
$154K +$12K +1,000 +9%
AG
21
Advisor Group
Arizona
$152K -$28.7K -2,398 -16%
Citigroup
22
Citigroup
New York
$147K -$59.7K -4,990 -29%
First Trust Advisors
23
First Trust Advisors
Illinois
$127K -$11.8K -982 -9%
ACI
24
Alpha Cubed Investments
California
$120K – – –
RFA
25
Reilly Financial Advisors
California
$64K – – –
1
2

EVM Hedge Fund Activity: Q3 2017 in Review

27 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2017, worth a combined $30.1M — down 2.9% from $31M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVM and 2 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Guggenheim Capital, adding an estimated $991K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.96M sold.

  • 27 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2017, down from 31 in Q2 2017.
  • Funds reported $30.1M of Eaton Vance California Municipal Bond Fund stock for Q3 2017, down 2.9% quarter-over-quarter.
  • 2 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2017 and 6 closed out, a net change of -4 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2017 was Guggenheim Capital, an estimated $991K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2017 was Laurion Capital Management, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2017.