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 |
|---|---|---|---|---|---|
| Albion Financial Group | 537 | $4.64K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,371 | $12.0K | 0.00% | +1,371 | New |
| Umb Bank N A | 1,852 | $16.0K | 0.00% | +1,188+178.9% | Added |
| Hollencrest Capital Management | 2,770 | $23.9K | 0.00% | +2,770 | New |
| Steward Partners Investment Advisory, LLC | 3,092 | $26.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,428 | $90.0K | 0.00% | −12,700−54.9% | Reduced |
| Cetera Investment Advisers | 11,040 | $95.4K | 0.00% | +11,040 | New |
| Summit Trail Advisors, LLC | 11,595 | $100.2K | 0.00% | +11,595 | New |
| Tortoise Investment Management, LLC | 12,000 | $103.7K | 0.02% | +12,000 | New |
| Advisor Group Holdings, Inc. | 13,001 | $113.0K | 0.00% | −4,440−25.5% | Reduced |
| Alethea Capital Management, LLC | 13,129 | $113.4K | 0.11% | −450−3.3% | Reduced |
| Quantedge Capital Pte Ltd | 13,725 | $118.6K | 0.04% | −22,934−62.6% | Reduced |
| Ackerman Capital Advisors, LLC | 14,139 | $122.2K | 0.03% | +14,139 | New |
| Running Point Capital Advisors, LLC | 15,000 | $129.6K | 0.08% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 17,244 | $149.0K | 0.01% | 00.0% | Unchanged |
| Matisse Capital | 18,170 | $157.0K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,645 | $161.1K | 0.00% | +18,645 | New |
| Landscape Capital Management, L.L.C. | 19,511 | $168.6K | 0.02% | +6,652+51.7% | Added |
| Diligent Investors, LLC | 20,000 | $172.8K | 0.06% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 23,104 | $204.5K | 0.05% | +100.0% | Added |
| MKT Advisors LLC | 27,811 | $248.4K | 0.19% | 00.0% | Unchanged |
| Bank of Montreal | 25,097 | $255.5K | 0.00% | +25,097 | New |
| Mariner, LLC | 30,037 | $260.0K | 0.00% | +30,037 | New |
| Baird Financial Group, Inc. | 33,501 | $289.0K | 0.00% | +33,501 | New |
| Melfa Wealth Management, LLC | 38,522 | $332.8K | 0.35% | +38,522 | New |
| LPL Financial LLC | 42,556 | $367.7K | 0.00% | +20,846+96.0% | Added |
| Royal Bank of Canada | 43,365 | $375.0K | 0.00% | −53,727−55.3% | Reduced |
| Ameriprise Financial Inc | 45,337 | $392.0K | 0.00% | +14,153+45.4% | Added |
| Mariner Investment Group LLC | 58,242 | $503.0K | 1.52% | −272−0.5% | Reduced |
| Bank of America Corp | 61,717 | $533.2K | 0.00% | +814+1.3% | Added |
| Dakota Wealth Management | 65,361 | $564.7K | 0.04% | −59,266−47.6% | Reduced |
| Stifel Financial Corp | 82,778 | $715.2K | 0.00% | −24,878−23.1% | Reduced |
| Woodline Partners LP | 86,213 | $744.9K | 0.01% | +86,213 | New |
| Snowden Capital Advisors LLC | 87,113 | $752.7K | 0.03% | −31,886−26.8% | Reduced |
| Wolverine Asset Management LLC | 89,012 | $769.1K | 0.01% | +5,997+7.2% | Added |
| City of London Investment Management Co Ltd | 100,181 | $867.1K | 0.07% | +17,900+21.8% | Added |
| Evoke Wealth, LLC | 107,460 | $928.5K | 0.03% | −14,751−12.1% | Reduced |
| Regatta Capital Group, LLC | 116,759 | $1.01M | 0.36% | −232,795−66.6% | Reduced |
| CNH Partners LLC | 145,973 | $1.26M | 0.03% | +34,677+31.2% | Added |
| Myecfo, LLC | 146,110 | $1.26M | 1.04% | +146,110 | New |
| Robinson Capital Management, LLC | 174,055 | $1.53M | 0.78% | +30,724+21.4% | Added |
| UBS Group AG | 197,182 | $1.70M | 0.00% | +19,105+10.7% | Added |
| 1607 Capital Partners, LLC | 197,854 | $1.71M | 0.12% | 00.0% | Unchanged |
| Almitas Capital LLC | 239,478 | $2.07M | 0.95% | +239,478 | New |
| Logan Stone Capital, LLC | 293,135 | $2.53M | 0.95% | +203,512+227.1% | Added |
| Morgan Stanley | 314,644 | $2.72M | 0.00% | −16,622−5.0% | Reduced |
| Guggenheim Capital LLC | 327,012 | $2.83M | 0.02% | −31,206−8.7% | Reduced |
| Karpus Management, Inc. | 331,783 | $2.87M | 0.10% | −231,160−41.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 365,509 | $3.16M | 0.19% | +47,374+14.9% | Added |
| Wells Fargo & Company | 369,849 | $3.20M | 0.00% | −175,664−32.2% | Reduced |
| Fiera Capital Corp | 370,609 | $3.20M | 0.01% | +243,338+191.2% | Added |
| Advisors Asset Management, Inc. | 449,818 | $3.89M | 0.08% | +35,780+8.6% | Added |
| Rivernorth Capital Management, LLC | 497,704 | $4.30M | 0.19% | −229,358−31.5% | Reduced |
| Saba Capital Management, L.P. | 1,686,445 | $14.6M | 0.24% | +1,686,445 | New |
| 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 |