Eaton Vance California Municipal Bond Fund
EVMDelisted Oct 27, 2025- SEC CIK
- 0001177161
Eaton Vance California Municipal Bond Fund was delisted on Oct 27, 2025; its insiders filed their last Form 4 on Oct 28, 2025; 53 institutions reported holding it in 13F filings for Q3 2025, worth $122.7M in total; no superinvestor held it.
13F holders, Q1 2022
Institutional positions in Eaton Vance California Municipal Bond Fund as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 49
- +7 vs. Q4 2021
- Shares held
- 5.37M
- +667.8K (+14.2%) vs. Q4 2021
- Total value
- $53.8M
- −$657.1K (−1.2%) vs. Q4 2021
- New holders
- 15
- 16 more added
- Sold out
- 8
- 7 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 53 | $122.7M |
| Q2 2025 | 50 | $108.9M |
| Q1 2025 | 48 | $107.8M |
| Q4 2024 | 54 | $105.7M |
| Q3 2024 | 53 | $108.5M |
| Q2 2024 | 50 | $110.4M |
| Q1 2024 | 51 | $111.2M |
| Q4 2023 | 51 | $104.8M |
| Q3 2023 | 49 | $80.0M |
| Q2 2023 | 49 | $76.8M |
| Q1 2023 | 45 | $73.3M |
| Q4 2022 | 54 | $64.8M |
| Q3 2022 | 48 | $49.4M |
| Q2 2022 | 51 | $52.1M |
| Q1 2022 | 49 | $53.8M |
| Q4 2021 | 45 | $54.8M |
| Q3 2021 | 43 | $59.9M |
| Q2 2021 | 44 | $68.5M |
| Q1 2021 | 44 | $73.6M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 732,806 | $7.36M | 0.28% | +12,008+1.7% | Added |
| Karpus Management, Inc. | 613,157 | $6.16M | 0.19% | +108,225+21.4% | Added |
| Guggenheim Capital LLC | 507,131 | $5.09M | 0.03% | −101,064−16.6% | Reduced |
| Regatta Capital Group, LLC | 341,899 | $3.43M | 1.18% | −13,959−3.9% | Reduced |
| Wells Fargo & Company | 329,895 | $3.31M | 0.00% | −120,844−26.8% | Reduced |
| Morgan Stanley | 306,652 | $3.08M | 0.00% | +17,283+6.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 300,110 | $3.01M | 0.16% | +3,050+1.0% | Added |
| Magnolia Capital Advisors LLC | 216,257 | $2.17M | 0.85% | +216,257 | New |
| UBS Group AG | 169,053 | $1.70M | 0.00% | +3,644+2.2% | Added |
| 1607 Capital Partners, LLC | 158,774 | $1.59M | 0.09% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 133,991 | $1.34M | 0.04% | +8,120+6.5% | Added |
| Dakota Wealth Management | 124,927 | $1.25M | 0.10% | 00.0% | Unchanged |
| Fiera Capital Corp | 122,035 | $1.23M | 0.00% | +79,805+189.0% | Added |
| Snowden Capital Advisors LLC | 119,315 | $1.20M | 0.05% | +116,640+4,360.4% | Added |
| Matisse Capital | 99,000 | $994.0K | 0.91% | +99,000 | New |
| Robinson Capital Management, LLC | 96,800 | $969.0K | 0.67% | +96,800 | New |
| Royal Bank of Canada | 93,231 | $936.0K | 0.00% | −5,012−5.1% | Reduced |
| Bank of America Corp | 87,907 | $883.0K | 0.00% | +25,740+41.4% | Added |
| Wolverine Asset Management LLC | 83,393 | $837.0K | 0.01% | +81,039+3,442.6% | Added |
| Logan Stone Capital, LLC | 78,689 | $790.0K | 0.57% | +78,689 | New |
| Strategic Wealth Advisors Group, LLC | 69,270 | $692.0K | 0.03% | +69,270 | New |
| City of London Investment Management Co Ltd | 67,599 | $677.0K | 0.04% | +12,000+21.6% | Added |
| Stifel Financial Corp | 67,105 | $674.0K | 0.00% | +32,181+92.1% | Added |
| LPL Financial LLC | 43,310 | $435.0K | 0.00% | −5,431−11.1% | Reduced |
| CNH Partners LLC | 38,935 | $391.0K | 0.01% | +38,935 | New |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $351.0K | 0.00% | 00.0% | Unchanged |
| Newfleet Asset Management, LLC | 35,000 | $351.0K | 8.22% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 31,796 | $299.0K | 0.08% | +31,796 | New |
| MKT Advisors LLC | 27,837 | $256.0K | 0.19% | +25+0.1% | Added |
| Quantedge Capital Pte Ltd | 24,400 | $245.0K | 0.07% | +24,400 | New |
| Diligent Investors, LLC | 20,000 | $201.0K | 0.06% | +20,000 | New |
| Commonwealth Equity Services, LLC | 19,988 | $200.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 19,521 | $196.0K | 0.02% | +19,521 | New |
| Steel Peak Wealth Management LLC | 17,244 | $173.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $151.0K | 0.09% | +15,000 | New |
| Atria Wealth Solutions, Inc. | 15,000 | $151.0K | 0.00% | +15,000 | New |
| Advisor Group Holdings, Inc. | 14,100 | $141.0K | 0.00% | +3,460+32.5% | Added |
| Alethea Capital Management, LLC | 13,579 | $136.0K | 0.12% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12,000 | $120.0K | 0.07% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,762 | $118.0K | 0.00% | −3,991−25.3% | Reduced |
| First Trust Advisors LP | 11,490 | $115.0K | 0.00% | +11,490 | New |
| Cerity Partners LLC | 10,532 | $106.0K | 0.00% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 10,500 | $105.0K | 0.05% | +10,500 | New |
| Raymond James Financial Services Advisors, Inc. | 10,403 | $104.0K | 0.00% | −2,050−16.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,775 | $48.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,092 | $31.0K | 0.00% | +742+31.6% | Added |
| Creative Planning | 2,311 | $23.0K | 0.00% | +2,311 | New |
| Umb Bank N A | 664 | $7.00K | 0.00% | +464+232.0% | Added |
| Albion Financial Group | 537 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −233,112−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −21,398−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −18,934−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −16,404−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −12,027−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −11,201−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |