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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 $68.5M invested in Eaton Vance California Municipal Bond Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2.38% less ownership

Funds ownership: 25.28%22.9% (-2.4%)

7% less capital invested

Capital invested by funds: $73.6M → $68.5M (-$5.12M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
44
Holders Change
Holders Change %
0%
% 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
11
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$20.1M -$4.94M -417,583 -20%
RCM
2
Rivernorth Capital Management
Florida
$8.84M
GC
3
Guggenheim Capital
Illinois
$7.44M +$372K +31,431 +5%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.25M +$215K +18,133 +7%
Morgan Stanley
5
Morgan Stanley
New York
$2.78M -$212K -17,907 -7%
Wells Fargo
6
Wells Fargo
California
$2.73M +$446K +37,683 +20%
AAM
7
Advisors Asset Management
Colorado
$2.44M +$196K +16,534 +9%
1CP
8
1607 Capital Partners
Virginia
$2.1M -$38.9K -3,288 -2%
DWM
9
Dakota Wealth Management
Florida
$1.8M -$148K -12,530 -8%
UBS Group
10
UBS Group
Switzerland
$1.79M +$328K +27,694 +23%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.75M -$241K -20,319 -12%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.65M -$2.07M -175,215 -56%
VCM
13
Vivaldi Capital Management
Illinois
$1.58M -$51.5K -4,351 -3%
EW
14
Evoke Wealth
California
$1.37M +$310K +26,160 +30%
C
15
Certuity
Florida
$1.32M
FFA
16
First Foundation Advisors
California
$1.18M -$86.1K -7,271 -7%
Invesco
17
Invesco
Georgia
$786K -$340K -28,713 -30%
LPL Financial
18
LPL Financial
California
$681K +$159K +13,406 +31%
COLIM
19
City of London Investment Management
United Kingdom
$666K -$464K -39,186 -41%
Bank of America
20
Bank of America
North Carolina
$488K -$28.9K -2,445 -6%
Stifel Financial
21
Stifel Financial
Missouri
$424K -$194K -16,425 -32%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$419K
NAM
23
Newfleet Asset Management
Connecticut
$419K
CAN
24
Cetera Advisor Networks
California
$253K +$627 +53 +0.3%
Lido Advisors
25
Lido Advisors
California
$245K

EVM Hedge Fund Activity: Q2 2021 in Review

44 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2021, worth a combined $68.5M — down 7% from $73.6M a quarter earlier.

Fund positioning in EVM was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $446K. The largest seller was Karpus Investment Management, cutting an estimated $4.94M.

  • 44 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $68.5M of Eaton Vance California Municipal Bond Fund stock for Q2 2021, down 7% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2021 was Wells Fargo, an estimated $446K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2021 was Karpus Investment Management, an estimated $4.94M sold.

Based on aggregated 13F filings for Q2 2021.