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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 $77.4M invested in Eaton Vance California Municipal Bond Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 4143 (+2)

3% less capital invested

Capital invested by funds: $80M → $77.4M (-$2.6M)

1.38% less ownership

Funds ownership: 28.23%26.85% (-1.4%)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$30.7M -$506K -43,858 -2%
RCM
2
Rivernorth Capital Management
Florida
$6.65M -$1.92M -166,762 -22%
GC
3
Guggenheim Capital
Illinois
$6.46M +$601K +52,132 +10%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.48M +$115K +9,957 +3%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.28M -$131K -11,321 -4%
Morgan Stanley
6
Morgan Stanley
New York
$2.87M +$151K +13,117 +5%
DWM
7
Dakota Wealth Management
Florida
$2.2M +$5.76K +500 +0.3%
1CP
8
1607 Capital Partners
Virginia
$2.19M
CRC
9
Curi RMB Capital
Illinois
$1.86M -$619K -53,716 -25%
AAM
10
Advisors Asset Management
Colorado
$1.7M +$137K +11,926 +9%
UBS Group
11
UBS Group
Switzerland
$1.59M -$19.1K -1,653 -1%
VCM
12
Vivaldi Capital Management
Illinois
$1.56M -$165K -14,334 -10%
FFA
13
First Foundation Advisors
California
$1.49M -$119K -10,315 -7%
Invesco
14
Invesco
Georgia
$1.3M -$212K -18,418 -14%
C
15
Certuity
Florida
$1.25M
Wells Fargo
16
Wells Fargo
California
$995K -$147K -12,769 -13%
EW
17
Evoke Wealth
California
$892K +$570K +49,477 +170%
COLIM
18
City of London Investment Management
United Kingdom
$713K
Bank of America
19
Bank of America
North Carolina
$682K -$59.1K -5,127 -8%
LPL Financial
20
LPL Financial
California
$615K +$224K +19,449 +56%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$530K
Stifel Financial
22
Stifel Financial
Missouri
$448K +$103K +8,902 +29%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$398K
MA
24
MUFG Americas
New York
$322K
CAN
25
Cetera Advisor Networks
California
$239K -$126K -10,947 -34%

EVM Hedge Fund Activity: Q3 2020 in Review

43 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2020, worth a combined $77.4M — down 3.3% from $80M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVM positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $601K. The largest seller was Saba Capital Management, exiting entirely with an estimated $2.38M sold.

  • 43 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $77.4M of Eaton Vance California Municipal Bond Fund stock for Q3 2020, down 3.3% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2020 and 4 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2020 was Guggenheim Capital, an estimated $601K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2020 was Saba Capital Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2020.