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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 $108M invested in Eaton Vance California Municipal Bond Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $106M → $108M (+$2.06M)

0.42% more ownership

Funds ownership: 46.7%47.12% (+0.42%)

11% less funds holding

Funds holding: 5448 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
17
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$37.3M +$1.73M +185,072 +5%
SIA
2
Sit Investment Associates
Minnesota
$32.8M +$2.28M +243,803 +7%
IA
3
Icon Advisers
Colorado
$4.95M +$1.96M +208,843 +64%
AAM
4
Advisors Asset Management
Colorado
$4.55M +$506K +54,055 +12%
GC
5
Guggenheim Capital
Illinois
$4.02M -$745K -79,569 -15%
Morgan Stanley
6
Morgan Stanley
New York
$2.24M -$119K -12,655 -5%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$2M -$514K -54,851 -20%
Deutsche Bank
8
Deutsche Bank
Germany
$1.89M -$3.33M -355,388 -64%
Wells Fargo
9
Wells Fargo
California
$1.82M +$334K +35,618 +22%
COLIM
10
City of London Investment Management
United Kingdom
$1.74M -$169K -18,000 -9%
LPL Financial
11
LPL Financial
California
$1.1M +$21.5K +2,300 +2%
M
12
MYeCFO
California
$1.06M -$45K -4,800 -4%
AIA
13
Absolute Investment Advisers
Florida
$967K
UBS Group
14
UBS Group
Switzerland
$933K +$51.8K +5,530 +6%
BCM
15
Bluefin Capital Management
New York
$920K +$930K +99,262 New
CCM
16
Campbell Capital Management
Florida
$808K
1CP
17
1607 Capital Partners
Virginia
$732K
PIA
18
Perennial Investment Advisors
California
$692K +$19.7K +2,100 +3%
CWS
19
Cypress Wealth Services
California
$665K +$8.91K +951 +1%
Raymond James Financial
20
Raymond James Financial
Florida
$640K +$19.7K +2,100 +3%
RC
21
Rareview Capital
Nevada
$515K -$11.7K -1,253 -2%
Ameriprise
22
Ameriprise
Minnesota
$514K -$48.8K -5,207 -9%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$514K -$730 -78 -0.1%
EW
24
Evoke Wealth
California
$495K
VCM
25
Vivaldi Capital Management
Illinois
$414K +$253 +27 +0.1%

EVM Hedge Fund Activity: Q1 2025 in Review

48 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Bond Fund (EVM) for Q1 2025, worth a combined $108M — up 1.9% from $106M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EVM and 1 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 17 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.28M. The largest seller was Deutsche Bank, cutting an estimated $3.33M.

  • 48 institutional investors held Eaton Vance California Municipal Bond Fund (EVM) as of Q1 2025, down from 54 in Q4 2024.
  • Funds reported $108M of Eaton Vance California Municipal Bond Fund stock for Q1 2025, up 1.9% quarter-over-quarter.
  • 1 fund opened new Eaton Vance California Municipal Bond Fund positions in Q1 2025 and 7 closed out, a net change of -6 holders.
  • The largest Eaton Vance California Municipal Bond Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $2.28M added.
  • The largest Eaton Vance California Municipal Bond Fund seller in Q1 2025 was Deutsche Bank, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2025.