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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 $73.2M invested in Eaton Vance California Municipal Bond Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

13% more capital invested

Capital invested by funds: $64.8M → $73.2M (+$8.41M)

2.56% more ownership

Funds ownership: 29.97%32.53% (+2.6%)

17% less funds holding

Funds holding: 5445 (-9)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
21
Reduced
9
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$19.5M +$4.31M +479,961 +28%
SIA
2
Sit Investment Associates
Minnesota
$5.97M +$5.94M +661,686 New
AAM
3
Advisors Asset Management
Colorado
$4.46M +$398K +44,334 +10%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.77M +$468K +52,167 +14%
Wells Fargo
5
Wells Fargo
California
$3.45M +$118K +13,106 +4%
LSC
6
Logan Stone Capital
Illinois
$3.33M +$686K +76,431 +26%
GC
7
Guggenheim Capital
Illinois
$3.28M +$331K +36,855 +11%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$3.17M -$172K -19,186 -5%
KIM
9
Karpus Investment Management
New York
$2.97M -$18K -2,000 -0.6%
Morgan Stanley
10
Morgan Stanley
New York
$2.86M +$23.1K +2,569 +0.8%
AC
11
Almitas Capital
California
$2.34M +$184K +20,465 +9%
UBS Group
12
UBS Group
Switzerland
$1.79M +$9.67K +1,077 +0.5%
1CP
13
1607 Capital Partners
Virginia
$1.78M
RCM
14
Robinson Capital Management
Michigan
$1.71M +$158K +17,580 +10%
AA
15
AQR Arbitrage
Connecticut
$1.41M +$97.4K +10,845 +7%
M
16
MYeCFO
California
$1.12M -$199K -22,200 -15%
RCG
17
Regatta Capital Group
California
$1.01M
EW
18
Evoke Wealth
California
$969K
Stifel Financial
19
Stifel Financial
Missouri
$866K +$119K +13,198 +16%
COLIM
20
City of London Investment Management
United Kingdom
$765K -$138K -15,318 -15%
SCA
21
Snowden Capital Advisors
New York
$757K -$28.7K -3,201 -4%
Bank of America
22
Bank of America
North Carolina
$682K +$125K +13,902 +23%
VCM
23
Vivaldi Capital Management
Illinois
$601K +$391K +43,578 +189%
DWM
24
Dakota Wealth Management
Florida
$593K +$3.59K +400 +0.6%
Ameriprise
25
Ameriprise
Minnesota
$498K +$89K +9,910 +22%

EVM Hedge Fund Activity: Q1 2023 in Review

45 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2023, worth a combined $73.2M — up 13% from $64.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of EVM and 2 opened new positions — a net loss of 9 holders — while 9 trimmed existing stakes and 21 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $5.94M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.02M.

  • 45 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2023, down from 54 in Q4 2022.
  • Funds reported $73.2M of Eaton Vance California Municipal Bond Fund stock for Q1 2023, up 13% quarter-over-quarter.
  • 2 funds opened new Eaton Vance California Municipal Bond Fund positions in Q1 2023 and 11 closed out, a net change of -9 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $5.94M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2023 was Rivernorth Capital Management, an estimated $4.02M sold.

Based on aggregated 13F filings for Q1 2023.