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, Q2 2022
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 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
- 51
- +2 vs. Q1 2022
- Shares held
- 5.62M
- +250.2K (+4.7%) vs. Q1 2022
- Total value
- $52.1M
- −$1.72M (−3.2%) vs. Q1 2022
- New holders
- 7
- 17 more added
- Sold out
- 5
- 13 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 748,737 | $6.94M | 0.28% | +15,931+2.2% | Added |
| Karpus Management, Inc. | 584,572 | $5.42M | 0.18% | −28,585−4.7% | Reduced |
| Guggenheim Capital LLC | 415,649 | $3.85M | 0.03% | −91,482−18.0% | Reduced |
| Advisors Asset Management, Inc. | 356,039 | $3.30M | 0.06% | +356,039 | New |
| Wells Fargo & Company | 305,798 | $2.83M | 0.00% | −24,097−7.3% | Reduced |
| Morgan Stanley | 300,137 | $2.78M | 0.00% | −6,515−2.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 288,970 | $2.68M | 0.17% | −11,140−3.7% | Reduced |
| Regatta Capital Group, LLC | 221,654 | $2.06M | 0.98% | −120,245−35.2% | Reduced |
| 1607 Capital Partners, LLC | 197,854 | $1.83M | 0.13% | +39,080+24.6% | Added |
| UBS Group AG | 149,553 | $1.39M | 0.00% | −19,500−11.5% | Reduced |
| Robinson Capital Management, LLC | 143,798 | $1.35M | 1.01% | +46,998+48.6% | Added |
| Strategic Wealth Advisors Group, LLC | 133,614 | $1.25M | 0.05% | +64,344+92.9% | Added |
| Fiera Capital Corp | 128,028 | $1.19M | 0.00% | +5,993+4.9% | Added |
| Dakota Wealth Management | 124,927 | $1.16M | 0.11% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 122,103 | $1.13M | 0.04% | −11,888−8.9% | Reduced |
| Snowden Capital Advisors LLC | 117,943 | $1.09M | 0.05% | −1,372−1.1% | Reduced |
| Wolverine Asset Management LLC | 111,584 | $1.03M | 0.01% | +28,191+33.8% | Added |
| Matisse Capital | 104,267 | $967.0K | 0.92% | +5,267+5.3% | Added |
| Royal Bank of Canada | 101,348 | $939.0K | 0.00% | +8,117+8.7% | Added |
| Bank of America Corp | 96,714 | $897.0K | 0.00% | +8,807+10.0% | Added |
| Logan Stone Capital, LLC | 95,740 | $888.0K | 0.65% | +17,051+21.7% | Added |
| CNH Partners LLC | 92,898 | $861.0K | 0.02% | +53,963+138.6% | Added |
| Stifel Financial Corp | 89,928 | $834.0K | 0.00% | +22,823+34.0% | Added |
| City of London Investment Management Co Ltd | 67,599 | $627.0K | 0.04% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 49,800 | $462.0K | 0.09% | +25,400+104.1% | Added |
| Mariner Investment Group LLC | 48,514 | $450.0K | 0.48% | +48,514 | New |
| Ionic Capital Management LLC | 45,335 | $420.0K | 0.08% | +45,335 | New |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $324.0K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 30,143 | $279.0K | 0.07% | −1,653−5.2% | Reduced |
| MKT Advisors LLC | 27,811 | $263.0K | 0.21% | −26−0.1% | Reduced |
| Almitas Capital LLC | 25,361 | $235.0K | 0.12% | +25,361 | New |
| Ameriprise Financial Inc | 24,427 | $226.0K | 0.00% | +12,665+107.7% | Added |
| Commonwealth Equity Services, LLC | 23,830 | $220.0K | 0.00% | +3,842+19.2% | Added |
| LPL Financial LLC | 21,653 | $201.0K | 0.00% | −21,657−50.0% | Reduced |
| Diligent Investors, LLC | 20,000 | $185.0K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 18,539 | $172.0K | 0.02% | −982−5.0% | Reduced |
| Steel Peak Wealth Management LLC | 17,244 | $160.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,438 | $152.0K | 0.00% | +2,338+16.6% | Added |
| Raymond James & Associates | 16,086 | $149.0K | 0.00% | +16,086 | New |
| Running Point Capital Advisors, LLC | 15,000 | $139.0K | 0.09% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 13,579 | $126.0K | 0.16% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12,000 | $111.0K | 0.09% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 11,650 | $108.0K | 0.04% | +1,150+11.0% | Added |
| Cetera Investment Advisers | 10,905 | $101.0K | 0.00% | +10,905 | New |
| Cerity Partners LLC | 10,532 | $98.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,403 | $96.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,178 | $48.0K | 0.01% | +5,178 | New |
| Northwestern Mutual Wealth Management Co | 4,775 | $44.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,092 | $29.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 664 | $6.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 537 | $5.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −216,257−100.0% | Sold out |
| Newfleet Asset Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |