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, Q2 2023
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 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
- 49
- +4 vs. Q1 2023
- Shares held
- 8.62M
- +488.6K (+6.0%) vs. Q1 2023
- Total value
- $76.8M
- +$3.47M (+4.7%) vs. Q1 2023
- New holders
- 5
- 18 more added
- Sold out
- 1
- 12 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,391,565 | $21.3M | 0.70% | +225,159+10.4% | Added |
| Sit Investment Associates Inc | 661,686 | $5.89M | 0.15% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 484,039 | $4.31M | 0.09% | −10,113−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 432,903 | $3.85M | 0.23% | +15,227+3.6% | Added |
| Fiera Capital Corp | 400,406 | $3.56M | 0.01% | +48,983+13.9% | Added |
| Logan Stone Capital, LLC | 391,739 | $3.49M | 1.18% | +22,173+6.0% | Added |
| Guggenheim Capital LLC | 381,894 | $3.40M | 0.03% | +18,027+5.0% | Added |
| Morgan Stanley | 374,183 | $3.33M | 0.00% | +56,970+18.0% | Added |
| Almitas Capital LLC | 360,526 | $3.22M | 1.38% | +100,583+38.7% | Added |
| Karpus Management, Inc. | 317,883 | $2.83M | 0.09% | −11,900−3.6% | Reduced |
| City of London Investment Management Co Ltd | 222,381 | $1.98M | 0.16% | +137,518+162.0% | Added |
| 1607 Capital Partners, LLC | 197,854 | $1.76M | 0.13% | 00.0% | Unchanged |
| UBS Group AG | 176,547 | $1.57M | 0.00% | −21,712−11.0% | Reduced |
| CNH Partners LLC | 162,830 | $1.45M | 0.06% | +6,012+3.8% | Added |
| Wells Fargo & Company | 160,910 | $1.43M | 0.00% | −222,045−58.0% | Reduced |
| Myecfo, LLC | 146,510 | $1.30M | 0.95% | +22,600+18.2% | Added |
| Robinson Capital Management, LLC | 141,635 | $1.27M | 0.56% | −50,000−26.1% | Reduced |
| Stifel Financial Corp | 125,501 | $1.12M | 0.00% | +29,525+30.8% | Added |
| Evoke Wealth, LLC | 107,460 | $956.4K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 100,944 | $898.4K | 0.00% | +58,065+135.4% | Added |
| Regatta Capital Group, LLC | 91,930 | $818.2K | 0.26% | −24,829−21.3% | Reduced |
| Snowden Capital Advisors LLC | 84,027 | $747.8K | 0.03% | +115+0.1% | Added |
| Bank of America Corp | 80,931 | $720.3K | 0.00% | +5,312+7.0% | Added |
| Ameriprise Financial Inc | 68,196 | $606.9K | 0.00% | +12,949+23.4% | Added |
| Dakota Wealth Management | 65,761 | $585.3K | 0.03% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 65,740 | $585.1K | 0.18% | −942−1.4% | Reduced |
| Rivernorth Capital Management, LLC | 58,681 | $522.3K | 0.03% | +9,113+18.4% | Added |
| Deutsche Bank AG | 44,470 | $395.8K | 0.00% | +44,470 | New |
| Baird Financial Group, Inc. | 37,664 | $335.2K | 0.00% | +3,656+10.8% | Added |
| Royal Bank of Canada | 37,163 | $331.0K | 0.00% | −1,800−4.6% | Reduced |
| Melfa Wealth Management, LLC | 29,454 | $262.1K | 0.27% | −9,169−23.7% | Reduced |
| MKT Advisors LLC | 27,811 | $248.1K | 0.18% | 00.0% | Unchanged |
| Bank of Montreal | 23,882 | $247.9K | 0.00% | +344+1.5% | Added |
| Diligent Investors, LLC | 20,000 | $178.0K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 19,706 | $175.4K | 0.03% | +19,706 | New |
| Matisse Capital | 18,170 | $161.7K | 0.10% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 17,194 | $153.0K | 0.01% | −50−0.3% | Reduced |
| Susquehanna International Group, LLP | 15,057 | $134.0K | 0.00% | −1,077−6.7% | Reduced |
| Alethea Capital Management, LLC | 13,129 | $116.8K | 0.12% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12,000 | $106.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,428 | $93.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,000 | $89.0K | 0.00% | +10,000 | New |
| Concorde Asset Management, LLC | 10,000 | $89.0K | 0.08% | +10,000 | New |
| Advisor Group Holdings, Inc. | 7,614 | $67.8K | 0.00% | −1,732−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,651 | $32.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $24.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,852 | $16.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 567 | $5.05K | 0.00% | +567 | New |
| Albion Financial Group | 537 | $4.78K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −13,125−100.0% | Sold out |