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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

46 hedge funds and large institutions have $70.6M invested in Eaton Vance California Municipal Bond Fund in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

1.62% more ownership

Funds ownership: 24.75%26.37% (+1.6%)

0% less capital invested

Capital invested by funds: $70.7M → $70.6M (-$52.1K)

10% less funds holding

Funds holding: 5146 (-5)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$25.4M +$2.22M +196,111 +9%
SCM
2
Saba Capital Management
New York
$5.22M +$2.08M +183,789 +59%
RCM
3
Rivernorth Capital Management
Florida
$5.01M -$2.65M -234,340 -33%
GC
4
Guggenheim Capital
Illinois
$4.97M -$308K -27,248 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.74M +$1.18M +104,587 +42%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.64M +$3.89M +344,665 New
Morgan Stanley
7
Morgan Stanley
New York
$2.52M -$252K -22,309 -9%
DWM
8
Dakota Wealth Management
Florida
$2.04M +$201K +17,750 +10%
1CP
9
1607 Capital Partners
Virginia
$2.03M +$119K +10,540 +6%
UBS Group
10
UBS Group
Switzerland
$1.93M -$550K -48,676 -21%
AAM
11
Advisors Asset Management
Colorado
$1.81M -$14.5K -1,287 -0.7%
Invesco
12
Invesco
Georgia
$1.45M +$175K +15,521 +13%
FFA
13
First Foundation Advisors
California
$1.44M +$98.4K +8,710 +7%
VCM
14
Vivaldi Capital Management
Illinois
$1.37M +$589K +52,162 +67%
Wells Fargo
15
Wells Fargo
California
$1.14M +$354K +31,328 +41%
C
16
Certuity
Florida
$1M
COLIM
17
City of London Investment Management
United Kingdom
$665K
Bank of America
18
Bank of America
North Carolina
$627K -$321K -28,384 -32%
CRC
19
Curi RMB Capital
Illinois
$516K +$553K +48,957 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$492K
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$369K
Stifel Financial
22
Stifel Financial
Missouri
$359K -$245K -21,725 -39%
CAN
23
Cetera Advisor Networks
California
$337K +$150K +13,292 +71%
LPL Financial
24
LPL Financial
California
$312K +$51.5K +4,560 +18%
MA
25
MUFG Americas
New York
$299K +$321K +28,370 New

EVM Hedge Fund Activity: Q1 2020 in Review

46 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2020, worth a combined $70.6M — down 0.07% from $70.7M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of EVM and 9 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 16 added.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $3.89M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.65M.

  • 46 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2020, down from 51 in Q4 2019.
  • Funds reported $70.6M of Eaton Vance California Municipal Bond Fund stock for Q1 2020, down 0.07% quarter-over-quarter.
  • 9 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2020 and 12 closed out, a net change of -3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2020 was Fiera Capital (Canada), an estimated $3.89M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2020 was Rivernorth Capital Management, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2020.