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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

50 hedge funds and large institutions have $56.5M invested in Eaton Vance California Municipal Bond Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

11% more funds holding

Funds holding: 4550 (+5)

3.62% more ownership

Funds ownership: 18.92%22.54% (+3.6%)

3% more capital invested

Capital invested by funds: $54.8M → $56.5M (+$1.68M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
17
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$7.36M +$127K +12,008 +2%
KIM
2
Karpus Investment Management
New York
$6.16M +$1.15M +108,225 +21%
GC
3
Guggenheim Capital
Illinois
$5.09M -$1.07M -101,064 -17%
RCG
4
Regatta Capital Group
California
$3.43M -$148K -13,959 -4%
Wells Fargo
5
Wells Fargo
California
$3.31M -$1.28M -120,844 -27%
Morgan Stanley
6
Morgan Stanley
New York
$3.08M +$183K +17,283 +6%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.01M +$32.4K +3,050 +1%
AAM
8
Advisors Asset Management
Colorado
$2.65M +$327K +30,800 +13%
MCA
9
Magnolia Capital Advisors
Mississippi
$2.17M +$2.29M +216,257 New
UBS Group
10
UBS Group
Switzerland
$1.7M +$38.7K +3,644 +2%
1CP
11
1607 Capital Partners
Virginia
$1.59M
EW
12
Evoke Wealth
California
$1.34M +$86.1K +8,120 +6%
DWM
13
Dakota Wealth Management
Florida
$1.25M
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$1.23M +$847K +79,805 +189%
SCA
15
Snowden Capital Advisors
New York
$1.2M +$1.24M +116,640 +4,360%
MC
16
Matisse Capital
Oregon
$994K +$1.05M +99,000 New
RCM
17
Robinson Capital Management
Michigan
$969K +$1.03M +96,800 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$936K -$53.2K -5,012 -5%
Bank of America
19
Bank of America
North Carolina
$883K +$273K +25,740 +41%
WAM
20
Wolverine Asset Management
Illinois
$837K +$860K +81,039 +3,443%
LSC
21
Logan Stone Capital
Illinois
$790K +$835K +78,689 New
MIAN
22
Mariner Independent Advisor Network
Kansas
$692K +$735K +69,270 New
COLIM
23
City of London Investment Management
United Kingdom
$677K +$127K +12,000 +22%
Stifel Financial
24
Stifel Financial
Missouri
$674K +$341K +32,181 +92%
LPL Financial
25
LPL Financial
California
$435K -$57.6K -5,431 -11%

EVM Hedge Fund Activity: Q1 2022 in Review

50 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2022, worth a combined $56.5M — up 3.1% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EVM positions and 7 closed out — a net gain of 8 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $2.29M. The largest seller was Wells Fargo, cutting an estimated $1.28M.

  • 50 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2022, up from 45 in Q4 2021.
  • Funds reported $56.5M of Eaton Vance California Municipal Bond Fund stock for Q1 2022, up 3.1% quarter-over-quarter.
  • 15 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2022 and 7 closed out, a net change of +8 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2022 was Magnolia Capital Advisors, an estimated $2.29M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2022 was Wells Fargo, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2022.