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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, Q1 2023

Institutional positions in Eaton Vance California Municipal Bond Fund as of Mar 31, 2023. 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
45
−9 vs. Q4 2022
Shares held
8.13M
+640.6K (+8.6%) vs. Q4 2022
Total value
$73.3M
+$8.51M (+13.1%) vs. Q4 2022
New holders
2
21 more added
Sold out
11
9 more reduced

Compare with Q4 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.

Institutional holdersQ1 2023: 45 institutions
Q1 2021: 44 institutionsQ2 2021: 44 institutionsQ3 2021: 43 institutionsQ4 2021: 45 institutionsQ1 2022: 49 institutionsQ2 2022: 51 institutionsQ3 2022: 48 institutionsQ4 2022: 54 institutionsQ1 2023: 45 institutionsQ2 2023: 49 institutionsQ3 2023: 49 institutionsQ4 2023: 51 institutionsQ1 2024: 51 institutionsQ2 2024: 50 institutionsQ3 2024: 53 institutionsQ4 2024: 54 institutionsQ1 2025: 48 institutionsQ2 2025: 50 institutionsQ3 2025: 53 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $73.3M
Q1 2021: $73.6MQ2 2021: $68.5MQ3 2021: $59.9MQ4 2021: $54.8MQ1 2022: $53.8MQ2 2022: $52.1MQ3 2022: $49.4MQ4 2022: $64.8MQ1 2023: $73.3MQ2 2023: $76.8MQ3 2023: $80.0MQ4 2023: $104.8MQ1 2024: $111.2MQ2 2024: $110.4MQ3 2024: $108.5MQ4 2024: $105.7MQ1 2025: $107.8MQ2 2025: $108.9MQ3 2025: $122.7MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EVM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202553$122.7M
Q2 202550$108.9M
Q1 202548$107.8M
Q4 202454$105.7M
Q3 202453$108.5M
Q2 202450$110.4M
Q1 202451$111.2M
Q4 202351$104.8M
Q3 202349$80.0M
Q2 202349$76.8M
Q1 202345$73.3M
Q4 202254$64.8M
Q3 202248$49.4M
Q2 202251$52.1M
Q1 202249$53.8M
Q4 202145$54.8M
Q3 202143$59.9M
Q2 202144$68.5M
Q1 202144$73.6M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q4 2022.

Institutions holding EVM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.2,166,406$19.5M0.47%+479,961+28.5%Added
Sit Investment Associates Inc661,686$5.97M0.16%+661,686New
Advisors Asset Management, Inc.494,152$4.46M0.09%+44,334+9.9%Added
Hennion & Walsh Asset Management, Inc.417,676$3.77M0.23%+52,167+14.3%Added
Wells Fargo & Company382,955$3.45M0.00%+13,106+3.5%Added
Logan Stone Capital, LLC369,566$3.33M1.32%+76,431+26.1%Added
Guggenheim Capital LLC363,867$3.28M0.03%+36,855+11.3%Added
Fiera Capital Corp351,423$3.17M0.01%−19,186−5.2%Reduced
Karpus Management, Inc.329,783$2.97M0.09%−2,000−0.6%Reduced
Morgan Stanley317,213$2.86M0.00%+2,569+0.8%Added
Almitas Capital LLC259,943$2.34M1.12%+20,465+8.5%Added
UBS Group AG198,259$1.79M0.00%+1,077+0.5%Added
1607 Capital Partners, LLC197,854$1.78M0.13%00.0%Unchanged
Robinson Capital Management, LLC191,635$1.71M0.80%+17,580+10.1%Added
CNH Partners LLC156,818$1.41M0.04%+10,845+7.4%Added
Myecfo, LLC123,910$1.12M0.84%−22,200−15.2%Reduced
Regatta Capital Group, LLC116,759$1.01M0.36%00.0%Unchanged
Evoke Wealth, LLC107,460$969.3K0.04%00.0%Unchanged
Stifel Financial Corp95,976$865.7K0.00%+13,198+15.9%Added
City of London Investment Management Co Ltd84,863$764.6K0.06%−15,318−15.3%Reduced
Snowden Capital Advisors LLC83,912$756.9K0.03%−3,201−3.7%Reduced
Bank of America Corp75,619$682.1K0.00%+13,902+22.5%Added
Vivaldi Capital Management, LLC66,682$601.5K0.18%+43,578+188.6%Added
Dakota Wealth Management65,761$593.2K0.04%+400+0.6%Added
Ameriprise Financial Inc55,247$498.3K0.00%+9,910+21.9%Added
Rivernorth Capital Management, LLC49,568$447.1K0.02%−448,136−90.0%Reduced
LPL Financial LLC42,879$386.8K0.00%+323+0.8%Added
Royal Bank of Canada38,963$351.0K0.00%−4,402−10.2%Reduced
Melfa Wealth Management, LLC38,623$348.4K0.35%+101+0.3%Added
Baird Financial Group, Inc.34,008$306.8K0.00%+507+1.5%Added
MKT Advisors LLC27,811$251.1K0.19%00.0%Unchanged
Bank of Montreal23,538$244.3K0.00%−1,559−6.2%Reduced
Diligent Investors, LLC20,000$180.4K0.06%00.0%Unchanged
Matisse Capital18,170$163.9K0.11%00.0%Unchanged
Steel Peak Wealth Management LLC17,244$155.5K0.01%00.0%Unchanged
Susquehanna International Group, LLP16,134$145.5K0.00%+16,134New
Alethea Capital Management, LLC13,129$118.4K0.13%00.0%Unchanged
Cetera Investment Advisers13,125$118.4K0.00%+2,085+18.9%Added
Tortoise Investment Management, LLC12,000$108.2K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC10,428$94.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.9,346$84.3K0.00%−3,655−28.1%Reduced
Steward Partners Investment Advisory, LLC3,651$32.9K0.00%+559+18.1%Added
Hollencrest Capital Management2,770$25.0K0.00%00.0%Unchanged
Umb Bank N A1,852$16.7K0.00%00.0%Unchanged
Albion Financial Group537$4.84K0.00%00.0%Unchanged
Wolverine Asset Management LLC0$00.00%−89,012−100.0%Sold out
Woodline Partners LP0$00.00%−86,213−100.0%Sold out
Mariner Investment Group LLC0$00.00%−58,242−100.0%Sold out
Mariner, LLC0$00.00%−30,037−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−19,511−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−18,645−100.0%Sold out
Running Point Capital Advisors, LLC0$00.00%−15,000−100.0%Sold out
Ackerman Capital Advisors, LLC0$00.00%−14,139−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−13,725−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−11,595−100.0%Sold out
JPMorgan Chase & Co0$00.00%−1,371−100.0%Sold out