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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

45 hedge funds and large institutions have $54.8M invested in Eaton Vance California Municipal Bond Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

5% more funds holding

Funds holding: 4345 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 20.07%18.92% (-1.2%)

8% less capital invested

Capital invested by funds: $59.9M → $54.8M (-$5.09M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
8
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$8.36M
GC
2
Guggenheim Capital
Illinois
$7.05M -$651K -55,201 -8%
KIM
3
Karpus Investment Management
New York
$5.86M -$4.3M -364,357 -42%
Wells Fargo
4
Wells Fargo
California
$5.23M +$657K +55,706 +14%
RCG
5
Regatta Capital Group
California
$4.13M +$4.2M +355,858 New
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.45M +$392K +33,234 +13%
Morgan Stanley
7
Morgan Stanley
New York
$3.36M +$375K +31,764 +12%
AAM
8
Advisors Asset Management
Colorado
$2.7M +$89.2K +7,562 +3%
UBS Group
9
UBS Group
Switzerland
$1.92M -$172K -14,575 -8%
1CP
10
1607 Capital Partners
Virginia
$1.84M
EW
11
Evoke Wealth
California
$1.46M +$1.51K +128 +0.1%
DWM
12
Dakota Wealth Management
Florida
$1.45M -$28.7K -2,435 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.14M -$743 -63 -0.1%
Bank of America
14
Bank of America
North Carolina
$721K +$74.4K +6,303 +11%
COLIM
15
City of London Investment Management
United Kingdom
$645K
LPL Financial
16
LPL Financial
California
$565K -$100K -8,499 -15%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$490K +$65K +5,511 +15%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$406K
NAM
19
Newfleet Asset Management
Connecticut
$406K
Stifel Financial
20
Stifel Financial
Missouri
$405K -$183K -15,500 -31%
MA
21
MKT Advisors
California
$301K +$328K +27,812 New
Invesco
22
Invesco
Georgia
$248K -$347K -29,433 -58%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$231K +$236K +19,988 New
Lido Advisors
24
Lido Advisors
California
$219K -$17.9K -1,513 -7%
Millennium Management
25
Millennium Management
New York
$217K +$221K +18,700 New

EVM Hedge Fund Activity: Q4 2021 in Review

45 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q4 2021, worth a combined $54.8M — down 8.5% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EVM positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $657K. The largest seller was Karpus Investment Management, cutting an estimated $4.3M.

  • 45 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q4 2021, up from 43 in Q3 2021.
  • Funds reported $54.8M of Eaton Vance California Municipal Bond Fund stock for Q4 2021, down 8.5% quarter-over-quarter.
  • 9 funds opened new Eaton Vance California Municipal Bond Fund positions in Q4 2021 and 7 closed out, a net change of +2 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q4 2021 was Wells Fargo, an estimated $657K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q4 2021 was Karpus Investment Management, an estimated $4.3M sold.

Based on aggregated 13F filings for Q4 2021.