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