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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

48 hedge funds and large institutions have $49.4M invested in Eaton Vance California Municipal Bond Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 22.48%23.12% (+0.64%)

5% less capital invested

Capital invested by funds: $52.1M → $49.4M (-$2.69M)

6% less funds holding

Funds holding: 5148 (-3)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
48
Holders Change
-3
Holders Change %
-5.88%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$6.19M -$201K -21,675 -3%
KIM
2
Karpus Investment Management
New York
$4.79M -$201K -21,629 -4%
Wells Fargo
3
Wells Fargo
California
$4.64M +$2.22M +239,715 +78%
AAM
4
Advisors Asset Management
Colorado
$3.52M +$538K +57,999 +16%
RCG
5
Regatta Capital Group
California
$3.24M +$1.19M +127,900 +58%
GC
6
Guggenheim Capital
Illinois
$3.05M -$533K -57,431 -14%
Morgan Stanley
7
Morgan Stanley
New York
$2.82M +$289K +31,129 +10%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.71M +$270K +29,165 +10%
1CP
9
1607 Capital Partners
Virginia
$1.68M
UBS Group
10
UBS Group
Switzerland
$1.52M +$265K +28,524 +19%
RCM
11
Robinson Capital Management
Michigan
$1.22M -$4.33K -467 -0.3%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.08M -$7.02K -757 -0.6%
DWM
13
Dakota Wealth Management
Florida
$1.06M -$2.78K -300 -0.2%
EW
14
Evoke Wealth
California
$1.04M +$1K +108 +0.1%
SCA
15
Snowden Capital Advisors
New York
$1.01M +$9.79K +1,056 +0.9%
AA
16
AQR Arbitrage
Connecticut
$947K +$171K +18,398 +20%
Stifel Financial
17
Stifel Financial
Missouri
$916K +$164K +17,728 +20%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$826K -$39.5K -4,256 -4%
LSC
19
Logan Stone Capital
Illinois
$763K -$56.7K -6,117 -6%
WAM
20
Wolverine Asset Management
Illinois
$706K -$265K -28,569 -26%
COLIM
21
City of London Investment Management
United Kingdom
$699K +$136K +14,682 +22%
MIAN
22
Mariner Independent Advisor Network
Kansas
$599K -$586K -63,177 -47%
Bank of America
23
Bank of America
North Carolina
$518K -$332K -35,811 -37%
MIG
24
Mariner Investment Group
New York
$498K +$92.7K +10,000 +21%
ICM
25
Ionic Capital Management
New York
$348K -$40.8K -4,401 -10%

EVM Hedge Fund Activity: Q3 2022 in Review

48 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2022, worth a combined $49.4M — down 5.2% from $52.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EVM and 3 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Wells Fargo, adding an estimated $2.22M. The largest seller was Matisse Capital, cutting an estimated $798K.

  • 48 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2022, down from 51 in Q2 2022.
  • Funds reported $49.4M of Eaton Vance California Municipal Bond Fund stock for Q3 2022, down 5.2% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2022 and 6 closed out, a net change of -3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2022 was Wells Fargo, an estimated $2.22M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2022 was Matisse Capital, an estimated $798K sold.

Based on aggregated 13F filings for Q3 2022.