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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

44 hedge funds and large institutions have $73.6M invested in Eaton Vance California Municipal Bond Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.23% less ownership

Funds ownership: 26.51%25.28% (-1.2%)

4% less funds holding

Funds holding: 4644 (-2)

5% less capital invested

Capital invested by funds: $77.8M → $73.6M (-$4.25M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
12
Reduced
15
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
$24.4M -$4.22M -365,559 -15%
RCM
2
Rivernorth Capital Management
Florida
$8.6M +$1.88M +162,816 +28%
GC
3
Guggenheim Capital
Illinois
$6.88M +$152K +13,188 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.65M -$823K -71,289 -19%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.95M +$2.92M +253,333 New
Morgan Stanley
6
Morgan Stanley
New York
$2.91M -$266K -23,093 -8%
Wells Fargo
7
Wells Fargo
California
$2.22M +$1.22M +105,305 +123%
AAM
8
Advisors Asset Management
Colorado
$2.18M +$306K +26,518 +16%
1CP
9
1607 Capital Partners
Virginia
$2.08M -$158K -13,700 -7%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.94M -$1.46M -126,862 -43%
DWM
11
Dakota Wealth Management
Florida
$1.9M -$313K -27,100 -14%
VCM
12
Vivaldi Capital Management
Illinois
$1.61M +$715 +62 +0%
UBS Group
13
UBS Group
Switzerland
$1.42M -$358K -31,060 -20%
C
14
Certuity
Florida
$1.28M
FFA
15
First Foundation Advisors
California
$1.23M -$119K -10,343 -9%
COLIM
16
City of London Investment Management
United Kingdom
$1.1M +$369K +32,000 +51%
Invesco
17
Invesco
Georgia
$1.1M -$87K -7,542 -7%
EW
18
Evoke Wealth
California
$1.03M -$74.7K -6,475 -7%
Stifel Financial
19
Stifel Financial
Missouri
$604K +$328K +28,454 +121%
LPL Financial
20
LPL Financial
California
$507K -$137K -11,901 -21%
Bank of America
21
Bank of America
North Carolina
$504K -$179K -15,519 -26%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$407K
NAM
23
Newfleet Asset Management
Connecticut
$407K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$319K
CAN
25
Cetera Advisor Networks
California
$246K +$612 +53 +0.3%

EVM Hedge Fund Activity: Q1 2021 in Review

44 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2021, worth a combined $73.6M — down 5.5% from $77.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVM and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 12 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.88M. The largest seller was Karpus Investment Management, cutting an estimated $4.22M.

  • 44 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2021, down from 46 in Q4 2020.
  • Funds reported $73.6M of Eaton Vance California Municipal Bond Fund stock for Q1 2021, down 5.5% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2021 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2021 was Rivernorth Capital Management, an estimated $1.88M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2021 was Karpus Investment Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q1 2021.