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EVM

Eaton Vance California Municipal Bond Fund

Delisted

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

53 hedge funds and large institutions have $108M invested in Eaton Vance California Municipal Bond Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6% more funds holding

Funds holding: 5053 (+3)

2% less capital invested

Capital invested by funds: $110M → $108M (-$1.92M)

1.49% less ownership

Funds ownership: 47.06%45.58% (-1.5%)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$30.1M
SIA
2
Sit Investment Associates
Minnesota
$29.5M
RCM
3
Rivernorth Capital Management
Florida
$7.78M -$704K -73,162 -8%
Deutsche Bank
4
Deutsche Bank
Germany
$5.39M
GC
5
Guggenheim Capital
Illinois
$5.27M -$257K -26,707 -5%
AAM
6
Advisors Asset Management
Colorado
$4.25M -$72K -7,480 -2%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2.95M -$288K -29,935 -9%
LSC
8
Logan Stone Capital
Illinois
$2.9M -$474K -49,256 -14%
Morgan Stanley
9
Morgan Stanley
New York
$2.09M -$50.5K -5,252 -2%
COLIM
10
City of London Investment Management
United Kingdom
$1.98M +$97.8K +10,165 +5%
LPL Financial
11
LPL Financial
California
$1.55M +$138K +14,376 +10%
Wells Fargo
12
Wells Fargo
California
$1.49M +$68.8K +7,153 +5%
1CP
13
1607 Capital Partners
Virginia
$1.42M -$269K -28,000 -16%
M
14
MYeCFO
California
$1.2M -$32.7K -3,400 -3%
UBS Group
15
UBS Group
Switzerland
$869K -$28.2K -2,932 -3%
CCM
16
Campbell Capital Management
Florida
$841K
PIA
17
Perennial Investment Advisors
California
$636K +$147K +15,225 +30%
AC
18
Almitas Capital
California
$629K -$1.13M -117,941 -64%
Ameriprise
19
Ameriprise
Minnesota
$609K +$368K +38,272 +154%
RC
20
Rareview Capital
Nevada
$549K
EW
21
Evoke Wealth
California
$515K +$37.1K +3,860 +8%
Bank of America
22
Bank of America
North Carolina
$492K +$57.5K +5,980 +13%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$457K -$5.26K -547 -1%
VCM
24
Vivaldi Capital Management
Illinois
$430K -$110K -11,389 -20%
AA
25
AQR Arbitrage
Connecticut
$414K -$322K -33,444 -44%

EVM Hedge Fund Activity: Q3 2024 in Review

53 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q3 2024, worth a combined $108M — down 1.7% from $110M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EVM positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 22 trimmed.

The largest buyer was Ameriprise, adding an estimated $368K. The largest seller was Almitas Capital, cutting an estimated $1.13M.

  • 53 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $108M of Eaton Vance California Municipal Bond Fund stock for Q3 2024, down 1.7% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Bond Fund positions in Q3 2024 and 3 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q3 2024 was Ameriprise, an estimated $368K added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q3 2024 was Almitas Capital, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2024.