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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

30 hedge funds and large institutions have $29.3M invested in Eaton Vance California Municipal Bond Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

11% more funds holding

Funds holding: 2730 (+3)

0.24% more ownership

Funds ownership: 11.68%11.92% (+0.24%)

2% less capital invested

Capital invested by funds: $30.1M → $29.3M (-$747K)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.63M -$547K -46,053 -7%
UBS Group
2
UBS Group
Switzerland
$4.08M -$92.3K -7,768 -2%
AAM
3
Advisors Asset Management
Colorado
$3.52M -$898K -75,581 -20%
Invesco
4
Invesco
Georgia
$2.88M +$633K +53,297 +27%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$2.21M +$51.2K +4,312 +2%
Morgan Stanley
6
Morgan Stanley
New York
$1.9M -$133K -11,209 -6%
LCM
7
Laurion Capital Management
New York
$1.81M +$1.87M +157,530 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.72M -$356K -29,922 -17%
Wells Fargo
9
Wells Fargo
California
$927K -$51.7K -4,354 -5%
VCM
10
Vivaldi Capital Management
Illinois
$471K +$102K +8,564 +26%
ACM
11
Alethea Capital Management
Washington
$420K -$16.2K -1,360 -4%
Bank of America
12
Bank of America
North Carolina
$411K +$10.2K +862 +2%
Stifel Financial
13
Stifel Financial
Missouri
$312K +$144K +12,100 +80%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$254K
Lido Advisors
15
Lido Advisors
California
$237K
SG Americas Securities
16
SG Americas Securities
New York
$221K +$229K +19,232 New
FAAS
17
First Allied Advisory Services
California
$173K -$6.5K -547 -3%
LNWWM
18
Laird Norton Wetherby Wealth Management
California
$173K +$12.5K +1,052 +8%
ACI
19
Alpha Cubed Investments
California
$150K +$35.7K +3,000 +30%
LPL Financial
20
LPL Financial
California
$148K +$166 +14 +0.1%
WS
21
Wedbush Securities
California
$124K -$23.8K -2,000 -16%
First Trust Advisors
22
First Trust Advisors
Illinois
$120K -$1.03K -87 -0.8%
HCM
23
Hollencrest Capital Management
California
$116K -$38.3K -3,220 -24%
Citigroup
24
Citigroup
New York
$96K -$46.2K -3,890 -32%
SWP
25
Stratos Wealth Partners
Ohio
$76K +$78.1K +6,574 New

EVM Hedge Fund Activity: Q4 2017 in Review

30 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2017, worth a combined $29.3M — down 2.5% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EVM positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.87M. The largest seller was Advisors Asset Management, cutting an estimated $898K.

  • 30 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $29.3M of Eaton Vance California Municipal Bond Fund stock for Q4 2017, down 2.5% quarter-over-quarter.
  • 4 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2017 and 1 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2017 was Laurion Capital Management, an estimated $1.87M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2017 was Advisors Asset Management, an estimated $898K sold.

Based on aggregated 13F filings for Q4 2017.