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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

49 hedge funds and large institutions have $76.8M invested in Eaton Vance California Municipal Bond Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4549 (+4)

2.4% more ownership

Funds ownership: 32.53%34.93% (+2.4%)

5% more capital invested

Capital invested by funds: $73.2M → $76.8M (+$3.56M)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$21.3M +$2M +225,159 +10%
SIA
2
Sit Investment Associates
Minnesota
$5.89M
AAM
3
Advisors Asset Management
Colorado
$4.31M -$89.7K -10,113 -2%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.85M +$135K +15,227 +4%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.56M +$435K +48,983 +14%
LSC
6
Logan Stone Capital
Illinois
$3.49M +$197K +22,173 +6%
GC
7
Guggenheim Capital
Illinois
$3.4M +$160K +18,027 +5%
Morgan Stanley
8
Morgan Stanley
New York
$3.33M +$505K +56,970 +18%
AC
9
Almitas Capital
California
$3.22M +$892K +100,583 +39%
KIM
10
Karpus Investment Management
New York
$2.83M -$106K -11,900 -4%
COLIM
11
City of London Investment Management
United Kingdom
$1.98M +$1.22M +137,518 +162%
1CP
12
1607 Capital Partners
Virginia
$1.76M
UBS Group
13
UBS Group
Switzerland
$1.57M -$193K -21,712 -11%
AA
14
AQR Arbitrage
Connecticut
$1.45M +$53.3K +6,012 +4%
Wells Fargo
15
Wells Fargo
California
$1.43M -$1.97M -222,045 -58%
M
16
MYeCFO
California
$1.3M +$200K +22,600 +18%
RCM
17
Robinson Capital Management
Michigan
$1.27M -$444K -50,000 -26%
Stifel Financial
18
Stifel Financial
Missouri
$1.12M +$262K +29,525 +31%
EW
19
Evoke Wealth
California
$956K
LPL Financial
20
LPL Financial
California
$898K +$515K +58,065 +135%
RCG
21
Regatta Capital Group
California
$818K -$220K -24,829 -21%
SCA
22
Snowden Capital Advisors
New York
$748K +$1.02K +115 +0.1%
Bank of America
23
Bank of America
North Carolina
$720K +$47.1K +5,312 +7%
Ameriprise
24
Ameriprise
Minnesota
$607K +$115K +12,949 +23%
DWM
25
Dakota Wealth Management
Florida
$585K

EVM Hedge Fund Activity: Q2 2023 in Review

49 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q2 2023, worth a combined $76.8M — up 4.9% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EVM positions and 1 closed out — a net gain of 4 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $2M. The largest seller was Wells Fargo, cutting an estimated $1.97M.

  • 49 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q2 2023, up from 45 in Q1 2023.
  • Funds reported $76.8M of Eaton Vance California Municipal Bond Fund stock for Q2 2023, up 4.9% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Bond Fund positions in Q2 2023 and 1 closed out, a net change of +4 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q2 2023 was Saba Capital Management, an estimated $2M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q2 2023 was Wells Fargo, an estimated $1.97M sold.

Based on aggregated 13F filings for Q2 2023.