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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

51 hedge funds and large institutions have $52.1M invested in Eaton Vance California Municipal Bond Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 5051 (+1)

0.05% less ownership

Funds ownership: 22.54%22.48% (-0.05%)

8% less capital invested

Capital invested by funds: $56.5M → $52.1M (-$4.37M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
18
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$6.94M +$148K +15,931 +2%
KIM
2
Karpus Investment Management
New York
$5.42M -$266K -28,585 -5%
GC
3
Guggenheim Capital
Illinois
$3.85M -$851K -91,482 -18%
AAM
4
Advisors Asset Management
Colorado
$3.3M +$857K +92,127 +35%
Wells Fargo
5
Wells Fargo
California
$2.83M -$224K -24,097 -7%
Morgan Stanley
6
Morgan Stanley
New York
$2.78M -$60.6K -6,515 -2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.68M -$104K -11,140 -4%
RCG
8
Regatta Capital Group
California
$2.06M -$1.12M -120,245 -35%
1CP
9
1607 Capital Partners
Virginia
$1.83M +$364K +39,080 +25%
UBS Group
10
UBS Group
Switzerland
$1.39M -$181K -19,500 -12%
RCM
11
Robinson Capital Management
Michigan
$1.35M +$437K +46,998 +49%
MIAN
12
Mariner Independent Advisor Network
Kansas
$1.25M +$599K +64,344 +93%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.19M +$55.8K +5,993 +5%
DWM
14
Dakota Wealth Management
Florida
$1.16M
EW
15
Evoke Wealth
California
$1.13M -$111K -11,888 -9%
SCA
16
Snowden Capital Advisors
New York
$1.09M -$12.8K -1,372 -1%
WAM
17
Wolverine Asset Management
Illinois
$1.03M +$262K +28,191 +34%
MC
18
Matisse Capital
Oregon
$967K +$49K +5,267 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$939K +$75.5K +8,117 +9%
Bank of America
20
Bank of America
North Carolina
$897K +$81.9K +8,807 +10%
LSC
21
Logan Stone Capital
Illinois
$888K +$159K +17,051 +22%
AA
22
AQR Arbitrage
Connecticut
$861K +$502K +53,963 +139%
Stifel Financial
23
Stifel Financial
Missouri
$834K +$212K +22,823 +34%
COLIM
24
City of London Investment Management
United Kingdom
$627K
QC
25
Quantedge Capital
Singapore
$462K +$236K +25,400 +104%

EVM Hedge Fund Activity: Q2 2022 in Review

51 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2022, worth a combined $52.1M — down 7.7% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVM positions and 5 closed out — a net gain of 1 holder — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $857K. The largest seller was Magnolia Capital Advisors, exiting entirely with an estimated $2.17M sold.

  • 51 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2022, up from 50 in Q1 2022.
  • Funds reported $52.1M of Eaton Vance California Municipal Bond Fund stock for Q2 2022, down 7.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2022 and 5 closed out, a net change of +1 holder.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2022 was Advisors Asset Management, an estimated $857K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2022 was Magnolia Capital Advisors, an estimated $2.17M sold.

Based on aggregated 13F filings for Q2 2022.