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, Q3 2022
Institutional positions in Eaton Vance California Municipal Bond Fund as of Sep 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
- 48
- −3 vs. Q2 2022
- Shares held
- 5.78M
- +160.4K (+2.9%) vs. Q2 2022
- Total value
- $49.4M
- −$2.69M (−5.2%) vs. Q2 2022
- New holders
- 3
- 15 more added
- Sold out
- 6
- 17 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 727,062 | $6.19M | 0.28% | −21,675−2.9% | Reduced |
| Karpus Management, Inc. | 562,943 | $4.79M | 0.17% | −21,629−3.7% | Reduced |
| Wells Fargo & Company | 545,513 | $4.64M | 0.00% | +239,715+78.4% | Added |
| Advisors Asset Management, Inc. | 414,038 | $3.52M | 0.07% | +57,999+16.3% | Added |
| Regatta Capital Group, LLC | 349,554 | $3.24M | 1.32% | +127,900+57.7% | Added |
| Guggenheim Capital LLC | 358,218 | $3.05M | 0.03% | −57,431−13.8% | Reduced |
| Morgan Stanley | 331,266 | $2.82M | 0.00% | +31,129+10.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 318,135 | $2.71M | 0.18% | +29,165+10.1% | Added |
| 1607 Capital Partners, LLC | 197,854 | $1.68M | 0.13% | 00.0% | Unchanged |
| UBS Group AG | 178,077 | $1.52M | 0.00% | +28,524+19.1% | Added |
| Robinson Capital Management, LLC | 143,331 | $1.22M | 0.97% | −467−0.3% | Reduced |
| Fiera Capital Corp | 127,271 | $1.08M | 0.00% | −757−0.6% | Reduced |
| Dakota Wealth Management | 124,627 | $1.06M | 0.09% | −300−0.2% | Reduced |
| Evoke Wealth, LLC | 122,211 | $1.04M | 0.04% | +108+0.1% | Added |
| Snowden Capital Advisors LLC | 118,999 | $1.01M | 0.05% | +1,056+0.9% | Added |
| CNH Partners LLC | 111,296 | $947.0K | 0.02% | +18,398+19.8% | Added |
| Stifel Financial Corp | 107,656 | $916.0K | 0.00% | +17,728+19.7% | Added |
| Royal Bank of Canada | 97,092 | $826.0K | 0.00% | −4,256−4.2% | Reduced |
| Logan Stone Capital, LLC | 89,623 | $763.0K | 0.50% | −6,117−6.4% | Reduced |
| Wolverine Asset Management LLC | 83,015 | $706.0K | 0.01% | −28,569−25.6% | Reduced |
| City of London Investment Management Co Ltd | 82,281 | $699.0K | 0.06% | +14,682+21.7% | Added |
| Strategic Wealth Advisors Group, LLC | 70,437 | $599.0K | 0.03% | −63,177−47.3% | Reduced |
| Bank of America Corp | 60,903 | $518.0K | 0.00% | −35,811−37.0% | Reduced |
| Mariner Investment Group LLC | 58,514 | $498.0K | 0.56% | +10,000+20.6% | Added |
| Ionic Capital Management LLC | 40,934 | $348.0K | 0.08% | −4,401−9.7% | Reduced |
| Quantedge Capital Pte Ltd | 36,659 | $312.0K | 0.10% | −13,141−26.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 35,000 | $298.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 31,184 | $265.0K | 0.00% | +6,757+27.7% | Added |
| MKT Advisors LLC | 27,811 | $237.0K | 0.21% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,128 | $196.0K | 0.00% | −702−2.9% | Reduced |
| Vivaldi Capital Management, LLC | 23,094 | $194.0K | 0.05% | −7,049−23.4% | Reduced |
| LPL Financial LLC | 21,710 | $185.0K | 0.00% | +57+0.3% | Added |
| Diligent Investors, LLC | 20,000 | $170.0K | 0.06% | 00.0% | Unchanged |
| Matisse Capital | 18,170 | $155.0K | 0.20% | −86,097−82.6% | Reduced |
| Advisor Group Holdings, Inc. | 17,441 | $148.0K | 0.00% | +1,003+6.1% | Added |
| Steel Peak Wealth Management LLC | 17,244 | $147.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $128.0K | 0.08% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 13,579 | $116.0K | 0.15% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,859 | $109.0K | 0.01% | −5,680−30.6% | Reduced |
| Cerity Partners LLC | 10,532 | $90.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,403 | $89.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,181 | $87.0K | 0.00% | +10,181 | New |
| Northwestern Mutual Wealth Management Co | 4,775 | $41.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3,333 | $28.0K | 0.00% | +3,333 | New |
| Steward Partners Investment Advisory, LLC | 3,092 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,080 | $9.00K | 0.00% | +1,080 | New |
| Umb Bank N A | 664 | $6.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 537 | $5.00K | 0.00% | 00.0% | Unchanged |
| Almitas Capital LLC | 0 | $0 | 0.00% | −25,361−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −16,086−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Hamilton Wealth, LLC | 0 | $0 | 0.00% | −11,650−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,905−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |