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, Q4 2022
Institutional positions in Eaton Vance California Municipal Bond Fund as of Dec 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
- 54
- +8 vs. Q3 2022
- Shares held
- 7.49M
- +1.78M (+31.3%) vs. Q3 2022
- Total value
- $64.8M
- +$16.0M (+32.7%) vs. Q3 2022
- New holders
- 15
- 15 more added
- Sold out
- 7
- 16 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 1,686,445 | $14.6M | 0.24% | +1,686,445 | New |
| Rivernorth Capital Management, LLC | 497,704 | $4.30M | 0.19% | −229,358−31.5% | Reduced |
| Advisors Asset Management, Inc. | 449,818 | $3.89M | 0.08% | +35,780+8.6% | Added |
| Fiera Capital Corp | 370,609 | $3.20M | 0.01% | +243,338+191.2% | Added |
| Wells Fargo & Company | 369,849 | $3.20M | 0.00% | −175,664−32.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 365,509 | $3.16M | 0.19% | +47,374+14.9% | Added |
| Karpus Management, Inc. | 331,783 | $2.87M | 0.10% | −231,160−41.1% | Reduced |
| Guggenheim Capital LLC | 327,012 | $2.83M | 0.02% | −31,206−8.7% | Reduced |
| Morgan Stanley | 314,644 | $2.72M | 0.00% | −16,622−5.0% | Reduced |
| Logan Stone Capital, LLC | 293,135 | $2.53M | 0.95% | +203,512+227.1% | Added |
| Almitas Capital LLC | 239,478 | $2.07M | 0.95% | +239,478 | New |
| 1607 Capital Partners, LLC | 197,854 | $1.71M | 0.12% | 00.0% | Unchanged |
| UBS Group AG | 197,182 | $1.70M | 0.00% | +19,105+10.7% | Added |
| Robinson Capital Management, LLC | 174,055 | $1.53M | 0.78% | +30,724+21.4% | Added |
| Myecfo, LLC | 146,110 | $1.26M | 1.04% | +146,110 | New |
| CNH Partners LLC | 145,973 | $1.26M | 0.03% | +34,677+31.2% | Added |
| Regatta Capital Group, LLC | 116,759 | $1.01M | 0.36% | −232,795−66.6% | Reduced |
| Evoke Wealth, LLC | 107,460 | $928.5K | 0.03% | −14,751−12.1% | Reduced |
| City of London Investment Management Co Ltd | 100,181 | $867.1K | 0.07% | +17,900+21.8% | Added |
| Wolverine Asset Management LLC | 89,012 | $769.1K | 0.01% | +5,997+7.2% | Added |
| Snowden Capital Advisors LLC | 87,113 | $752.7K | 0.03% | −31,886−26.8% | Reduced |
| Woodline Partners LP | 86,213 | $744.9K | 0.01% | +86,213 | New |
| Stifel Financial Corp | 82,778 | $715.2K | 0.00% | −24,878−23.1% | Reduced |
| Dakota Wealth Management | 65,361 | $564.7K | 0.04% | −59,266−47.6% | Reduced |
| Bank of America Corp | 61,717 | $533.2K | 0.00% | +814+1.3% | Added |
| Mariner Investment Group LLC | 58,242 | $503.0K | 1.52% | −272−0.5% | Reduced |
| Ameriprise Financial Inc | 45,337 | $392.0K | 0.00% | +14,153+45.4% | Added |
| Royal Bank of Canada | 43,365 | $375.0K | 0.00% | −53,727−55.3% | Reduced |
| LPL Financial LLC | 42,556 | $367.7K | 0.00% | +20,846+96.0% | Added |
| Melfa Wealth Management, LLC | 38,522 | $332.8K | 0.35% | +38,522 | New |
| Baird Financial Group, Inc. | 33,501 | $289.0K | 0.00% | +33,501 | New |
| Mariner, LLC | 30,037 | $260.0K | 0.00% | +30,037 | New |
| Bank of Montreal | 25,097 | $255.5K | 0.00% | +25,097 | New |
| MKT Advisors LLC | 27,811 | $248.4K | 0.19% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 23,104 | $204.5K | 0.05% | +100.0% | Added |
| Diligent Investors, LLC | 20,000 | $172.8K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 19,511 | $168.6K | 0.02% | +6,652+51.7% | Added |
| Atria Wealth Solutions, Inc. | 18,645 | $161.1K | 0.00% | +18,645 | New |
| Matisse Capital | 18,170 | $157.0K | 0.14% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 17,244 | $149.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $129.6K | 0.08% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 14,139 | $122.2K | 0.03% | +14,139 | New |
| Quantedge Capital Pte Ltd | 13,725 | $118.6K | 0.04% | −22,934−62.6% | Reduced |
| Alethea Capital Management, LLC | 13,129 | $113.4K | 0.11% | −450−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 13,001 | $113.0K | 0.00% | −4,440−25.5% | Reduced |
| Tortoise Investment Management, LLC | 12,000 | $103.7K | 0.02% | +12,000 | New |
| Summit Trail Advisors, LLC | 11,595 | $100.2K | 0.00% | +11,595 | New |
| Cetera Investment Advisers | 11,040 | $95.4K | 0.00% | +11,040 | New |
| Commonwealth Equity Services, LLC | 10,428 | $90.0K | 0.00% | −12,700−54.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,092 | $26.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $23.9K | 0.00% | +2,770 | New |
| Umb Bank N A | 1,852 | $16.0K | 0.00% | +1,188+178.9% | Added |
| JPMorgan Chase & Co | 1,371 | $12.0K | 0.00% | +1,371 | New |
| Albion Financial Group | 537 | $4.64K | 0.00% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −40,934−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,532−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −10,181−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −4,775−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |