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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

43 hedge funds and large institutions have $47.7M invested in Eaton Vance California Municipal Bond Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $43.1M → $47.7M (+$4.63M)

2.89% more ownership

Funds ownership: 19.49%22.39% (+2.9%)

2% more funds holding

Funds holding: 4243 (+1)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
14
Closed
4
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
$6.31M +$1.67M +162,490 +35%
KIM
2
Karpus Investment Management
New York
$6.16M +$3.94M +384,371 +165%
GC
3
Guggenheim Capital
Illinois
$5.31M -$359K -34,958 -6%
RCM
4
Rivernorth Capital Management
Florida
$2.88M +$1.39M +135,920 +89%
MC
5
Matisse Capital
Oregon
$2.57M +$23.6K +2,300 +0.9%
WAM
6
Wolverine Asset Management
Illinois
$2.43M -$354K -34,460 -12%
UBS Group
7
UBS Group
Switzerland
$2.38M +$133K +12,932 +6%
AAM
8
Advisors Asset Management
Colorado
$2.12M +$246K +24,015 +13%
Morgan Stanley
9
Morgan Stanley
New York
$1.82M -$70.3K -6,856 -4%
CRC
10
Curi RMB Capital
Illinois
$1.7M +$279K +27,230 +19%
BPCM
11
Beach Point Capital Management
California
$1.61M +$895K +87,250 +118%
RCM
12
Robinson Capital Management
Michigan
$1.57M -$12.4K -1,208 -0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.45M +$263K +25,618 +21%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.4M -$1.29M -126,203 -47%
Invesco
15
Invesco
Georgia
$1.11M -$547K -53,308 -32%
LCM
16
Landscape Capital Management
New Jersey
$967K +$158K +15,370 +19%
MIG
17
Mariner Investment Group
New York
$747K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$658K +$177K +17,296 +35%
Wells Fargo
19
Wells Fargo
California
$582K -$197K -19,199 -25%
DWM
20
Dakota Wealth Management
Florida
$555K +$572K +55,710 New
Bank of America
21
Bank of America
North Carolina
$400K -$84K -8,182 -17%
WS
22
Wedbush Securities
California
$327K +$215K +21,000 +177%
VCM
23
Vivaldi Capital Management
Illinois
$314K -$88.8K -8,654 -22%
Stifel Financial
24
Stifel Financial
Missouri
$312K +$177K +17,250 +123%
Walleye Trading
25
Walleye Trading
New York
$251K +$6.16K +600 +2%

EVM Hedge Fund Activity: Q3 2018 in Review

43 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2018, worth a combined $47.7M — up 11% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVM positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.94M. The largest seller was Geode Capital Management, cutting an estimated $1.29M.

  • 43 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $47.7M of Eaton Vance California Municipal Bond Fund stock for Q3 2018, up 11% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2018 and 4 closed out, a net change of +1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $3.94M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2018 was Geode Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q3 2018.