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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 $59.9M invested in Eaton Vance California Municipal Bond Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 4443 (-1)

2.82% less ownership

Funds ownership: 22.9%20.07% (-2.8%)

13% less capital invested

Capital invested by funds: $68.5M → $59.9M (-$8.56M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
13
Reduced
10
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
$10.4M -$9.75M -808,521 -48%
RCM
2
Rivernorth Capital Management
Florida
$8.61M -$221K -18,321 -2%
GC
3
Guggenheim Capital
Illinois
$7.92M +$498K +41,271 +7%
Wells Fargo
4
Wells Fargo
California
$4.72M +$2.01M +166,670 +73%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.15M -$92.1K -7,640 -3%
Morgan Stanley
6
Morgan Stanley
New York
$3.08M +$305K +25,325 +11%
AAM
7
Advisors Asset Management
Colorado
$2.69M +$262K +21,742 +11%
UBS Group
8
UBS Group
Switzerland
$2.15M +$363K +30,065 +20%
1CP
9
1607 Capital Partners
Virginia
$1.9M -$200K -16,585 -9%
VCM
10
Vivaldi Capital Management
Illinois
$1.55M -$10.3K -856 -0.7%
DWM
11
Dakota Wealth Management
Florida
$1.52M -$282K -23,385 -16%
EW
12
Evoke Wealth
California
$1.5M +$134K +11,126 +10%
C
13
Certuity
Florida
$1.31M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.17M -$479K -39,690 -29%
FFA
15
First Foundation Advisors
California
$1.11M -$71.2K -5,905 -6%
LPL Financial
16
LPL Financial
California
$683K +$3.38K +280 +0.5%
Bank of America
17
Bank of America
North Carolina
$667K +$181K +15,030 +37%
COLIM
18
City of London Investment Management
United Kingdom
$664K
Invesco
19
Invesco
Georgia
$607K -$180K -14,897 -23%
Stifel Financial
20
Stifel Financial
Missouri
$602K +$180K +14,961 +42%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$438K -$1.33M -109,913 -75%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$418K
NAM
23
Newfleet Asset Management
Connecticut
$418K
AA
24
AlphaCentric Advisors
Puerto Rico
$337K +$340K +28,200 New
Lido Advisors
25
Lido Advisors
California
$244K

EVM Hedge Fund Activity: Q3 2021 in Review

43 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2021, worth a combined $59.9M — down 13% from $68.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of EVM and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 13 added.

The largest buyer was Wells Fargo, adding an estimated $2.01M. The largest seller was Karpus Investment Management, cutting an estimated $9.75M.

  • 43 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2021, down from 44 in Q2 2021.
  • Funds reported $59.9M of Eaton Vance California Municipal Bond Fund stock for Q3 2021, down 13% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2021 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2021 was Wells Fargo, an estimated $2.01M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2021 was Karpus Investment Management, an estimated $9.75M sold.

Based on aggregated 13F filings for Q3 2021.