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