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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 $80M invested in Eaton Vance California Municipal Bond Fund in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

4.99% more ownership

Funds ownership: 34.93%39.93% (+5%)

4% more capital invested

Capital invested by funds: $76.8M → $80M (+$3.27M)

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$20.1M +$709K +81,299 +3%
SIA
2
Sit Investment Associates
Minnesota
$10.8M +$5.79M +664,399 +100%
AAM
3
Advisors Asset Management
Colorado
$4.09M +$176K +20,144 +4%
LSC
4
Logan Stone Capital
Illinois
$3.77M +$635K +72,788 +19%
RCM
5
Rivernorth Capital Management
Florida
$3.77M +$3.54M +405,813 +692%
GC
6
Guggenheim Capital
Illinois
$3.38M +$296K +33,982 +9%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.32M -$207K -23,750 -5%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$3.31M +$63K +7,224 +2%
AC
9
Almitas Capital
California
$3.31M +$410K +47,015 +13%
Morgan Stanley
10
Morgan Stanley
New York
$2.68M -$384K -44,061 -12%
COLIM
11
City of London Investment Management
United Kingdom
$1.81M
KIM
12
Karpus Investment Management
New York
$1.62M -$1.03M -117,766 -37%
AA
13
AQR Arbitrage
Connecticut
$1.62M +$323K +37,030 +23%
1CP
14
1607 Capital Partners
Virginia
$1.61M
Deutsche Bank
15
Deutsche Bank
Germany
$1.42M +$1.14M +130,530 +294%
Wells Fargo
16
Wells Fargo
California
$1.33M +$20K +2,290 +1%
RCM
17
Robinson Capital Management
Michigan
$1.17M +$14.8K +1,700 +1%
UBS Group
18
UBS Group
Switzerland
$1.11M -$346K -39,731 -23%
M
19
MYeCFO
California
$1.07M -$128K -14,700 -10%
Bank of America
20
Bank of America
North Carolina
$882K +$242K +27,746 +34%
Stifel Financial
21
Stifel Financial
Missouri
$862K -$168K -19,289 -15%
EW
22
Evoke Wealth
California
$831K -$44.5K -5,100 -5%
Ameriprise
23
Ameriprise
Minnesota
$822K +$288K +33,026 +48%
LPL Financial
24
LPL Financial
California
$798K -$23.5K -2,692 -3%
RCG
25
Regatta Capital Group
California
$554K -$206K -23,644 -26%

EVM Hedge Fund Activity: Q3 2023 in Review

49 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2023, worth a combined $80M — up 4.3% from $76.8M a quarter earlier.

Fund positioning in EVM was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.79M. The largest seller was Karpus Investment Management, cutting an estimated $1.03M.

  • 49 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $80M of Eaton Vance California Municipal Bond Fund stock for Q3 2023, up 4.3% quarter-over-quarter.
  • 2 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $5.79M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2023 was Karpus Investment Management, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2023.