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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 $77.8M invested in Eaton Vance California Municipal Bond Fund in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

7% more funds holding

Funds holding: 4346 (+3)

0% more capital invested

Capital invested by funds: $77.4M → $77.8M (+$381K)

0.34% less ownership

Funds ownership: 26.85%26.51% (-0.34%)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$28.9M -$2.81M -242,854 -9%
GC
2
Guggenheim Capital
Illinois
$6.79M +$101K +8,726 +2%
RCM
3
Rivernorth Capital Management
Florida
$6.77M -$104K -8,997 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.52M -$112K -9,642 -2%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.45M +$61.4K +5,307 +2%
Morgan Stanley
6
Morgan Stanley
New York
$3.21M +$237K +20,508 +8%
1CP
7
1607 Capital Partners
Virginia
$2.26M
DWM
8
Dakota Wealth Management
Florida
$2.24M -$40.5K -3,500 -2%
AAM
9
Advisors Asset Management
Colorado
$1.89M +$124K +10,740 +7%
UBS Group
10
UBS Group
Switzerland
$1.8M +$154K +13,351 +10%
CRC
11
Curi RMB Capital
Illinois
$1.75M -$179K -15,472 -9%
VCM
12
Vivaldi Capital Management
Illinois
$1.59M +$312 +27 +0%
FFA
13
First Foundation Advisors
California
$1.36M -$177K -15,288 -12%
C
14
Certuity
Florida
$1.29M
Invesco
15
Invesco
Georgia
$1.2M -$147K -12,722 -11%
EW
16
Evoke Wealth
California
$1.11M +$189K +16,373 +21%
Wells Fargo
17
Wells Fargo
California
$1M -$26K -2,246 -3%
COLIM
18
City of London Investment Management
United Kingdom
$737K
Bank of America
19
Bank of America
North Carolina
$691K -$14.7K -1,267 -2%
LPL Financial
20
LPL Financial
California
$652K +$15.6K +1,349 +2%
KAS
21
Kestra Advisory Services
Texas
$517K +$371K +32,055 +265%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$411K
NAM
23
Newfleet Asset Management
Connecticut
$411K +$405K +35,000 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$322K -$223K -19,296 -41%
RCM
25
Robinson Capital Management
Michigan
$306K +$301K +26,028 New

EVM Hedge Fund Activity: Q4 2020 in Review

46 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2020, worth a combined $77.8M — up 0.49% from $77.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVM positions and 2 closed out — a net gain of 4 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $371K. The largest seller was Karpus Investment Management, cutting an estimated $2.81M.

  • 46 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $77.8M of Eaton Vance California Municipal Bond Fund stock for Q4 2020, up 0.49% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $371K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2020 was Karpus Investment Management, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2020.