Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EATON VANCE CALIF MUN BD FD (EVM)

0 + Investors. Track Smart Money conviction in EVM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — EVM

Based on 52 hedge funds · latest filing: 2025 Q3 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EVM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
52 hedge funds hold EVM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding EVM is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

25 buying18 selling
Last quarter: 25 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 1 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
➡️

Steady discovery — ~9 new funds/quarter

7 → 11 → 1 → 5 → 9 new funds/Q
New funds entering each quarter: 11 → 1 → 5 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EVM

How many hedge funds hold EVM — quarterly history vs. share price
Quarterly hedge fund ownership of EVM vs. share price

Market Analysis: EVM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EVM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: EVM
2026 Q1 Stats Unlock in 13 days 0 + Investors

Track Smart Money conviction in EVM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 52 -100.0%
13F Shares 0 13M -100.0%
Total Value $0 $989M -100.0%
New Positions 0 9 -9
Increased Positions 0 16 -16
Closed Positions 52 6 +46
Reduced Positions 0 12 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EVM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EVM. Verified SEC 13F-HR filings.

Top 25 institutional holders of EVM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Saba Capital Management, L.P. 1.18% 4,544,380 $43.1M
2 SIT INVESTMENT ASSOCIATES INC 0.79% 4,084,175 $38.8M
3 ICON ADVISERS INC/CO 0.46% 731,215 $6.5M
4 Almitas Capital LLC 0.46% 208,466 $2.0M
5 MYECFO, LLC 0.44% 101,550 $964K
6 MELFA WEALTH MANAGEMENT, INC. 0.24% 42,446 $403K
7 CAMPBELL CAPITAL MANAGEMENT INC 0.22% 61,169 $580K
8 Peregrine Asset Advisers, Inc. 0.12% 42,166 $400K
9 ABSOLUTE INVESTMENT ADVISERS, LLC 0.11% 91,433 $867.7M
10 Beverly Hills Private Wealth, LLC 0.11% 63,400 $602K
11 North Ground Capital 0.10% 17,623 $167K
12 Advisors Asset Management, Inc. 0.10% 593,337 $5.6M
13 Hennion & Walsh Asset Management, Inc. 0.08% 232,392 $2.2M
14 Quarry LP 0.07% 33,757 $320K
15 ALETHEA CAPITAL MANAGEMENT, LLC 0.06% 10,658 $101K
16 Perennial Investment Advisors, LLC 0.06% 78,950 $749K
17 Vivaldi Capital Management LP 0.06% 44,672 $424K
18 1607 Capital Partners, LLC 0.04% 60,420 $573K
19 MKT Advisors LLC 0.04% 11,105 $107K
20 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.03% 45,690 $434K
21 Bridgewealth Advisory Group, LLC 0.03% 13,306 $126K
22 GUGGENHEIM CAPITAL LLC 0.02% 354,858 $3.4M
23 Madrona Financial Services, LLC 0.02% 10,894 $103K
24 DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 0.01% 11,755 $112K
25 EVOKE WEALTH, LLC 0.01% 59,160 $561K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EATON VANCE CALIF MUN BD FD (EVM)

What does the Smart Money Trend signal show for EVM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EVM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EVM?

Slight buying edge — 58% buying: Last quarter: 25 funds bought or added vs 18 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.