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, Q3 2023
Institutional positions in Eaton Vance California Municipal Bond Fund as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 9.85M
- +1.23M (+14.3%) vs. Q2 2023
- Total value
- $80.0M
- +$3.27M (+4.3%) vs. Q2 2023
- New holders
- 2
- 20 more added
- Sold out
- 2
- 14 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 2,472,864 | $20.1M | 0.64% | +81,299+3.4% | Added |
| Sit Investment Associates Inc | 1,326,085 | $10.8M | 0.30% | +664,399+100.4% | Added |
| Advisors Asset Management, Inc. | 504,183 | $4.09M | 0.09% | +20,144+4.2% | Added |
| Logan Stone Capital, LLC | 464,527 | $3.77M | 1.03% | +72,788+18.6% | Added |
| Rivernorth Capital Management, LLC | 464,494 | $3.77M | 0.20% | +405,813+691.6% | Added |
| Guggenheim Capital LLC | 415,876 | $3.38M | 0.03% | +33,982+8.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 409,153 | $3.32M | 0.21% | −23,750−5.5% | Reduced |
| Fiera Capital Corp | 407,630 | $3.31M | 0.01% | +7,224+1.8% | Added |
| Almitas Capital LLC | 407,541 | $3.31M | 1.58% | +47,015+13.0% | Added |
| Morgan Stanley | 330,122 | $2.68M | 0.00% | −44,061−11.8% | Reduced |
| City of London Investment Management Co Ltd | 222,381 | $1.81M | 0.16% | 00.0% | Unchanged |
| Karpus Management, Inc. | 200,117 | $1.62M | 0.05% | −117,766−37.0% | Reduced |
| CNH Partners LLC | 199,860 | $1.62M | 0.07% | +37,030+22.7% | Added |
| 1607 Capital Partners, LLC | 197,854 | $1.61M | 0.12% | 00.0% | Unchanged |
| Deutsche Bank AG | 175,000 | $1.42M | 0.00% | +130,530+293.5% | Added |
| Wells Fargo & Company | 163,200 | $1.33M | 0.00% | +2,290+1.4% | Added |
| Robinson Capital Management, LLC | 143,335 | $1.17M | 0.52% | +1,700+1.2% | Added |
| UBS Group AG | 136,816 | $1.11M | 0.00% | −39,731−22.5% | Reduced |
| Myecfo, LLC | 131,810 | $1.07M | 0.74% | −14,700−10.0% | Reduced |
| Bank of America Corp | 108,677 | $882.5K | 0.00% | +27,746+34.3% | Added |
| Stifel Financial Corp | 106,212 | $862.4K | 0.00% | −19,289−15.4% | Reduced |
| Evoke Wealth, LLC | 102,360 | $831.2K | 0.03% | −5,100−4.7% | Reduced |
| Ameriprise Financial Inc | 101,222 | $821.9K | 0.00% | +33,026+48.4% | Added |
| LPL Financial LLC | 98,252 | $797.8K | 0.00% | −2,692−2.7% | Reduced |
| Regatta Capital Group, LLC | 68,286 | $554.5K | 0.18% | −23,644−25.7% | Reduced |
| Dakota Wealth Management | 65,761 | $534.0K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 64,996 | $527.8K | 0.17% | −744−1.1% | Reduced |
| Baird Financial Group, Inc. | 37,601 | $305.3K | 0.00% | −63−0.2% | Reduced |
| Fort Point Capital Partners LLC | 35,710 | $290.0K | 0.05% | +16,004+81.2% | Added |
| Royal Bank of Canada | 31,747 | $258.0K | 0.00% | −5,416−14.6% | Reduced |
| Bank of Montreal | 25,254 | $252.5K | 0.00% | +1,372+5.7% | Added |
| Melfa Wealth Management, LLC | 29,605 | $240.4K | 0.26% | +151+0.5% | Added |
| MKT Advisors LLC | 27,811 | $226.1K | 0.17% | 00.0% | Unchanged |
| Diligent Investors, LLC | 20,000 | $162.4K | 0.05% | 00.0% | Unchanged |
| Matisse Capital | 18,170 | $147.5K | 0.10% | 00.0% | Unchanged |
| Raymond James & Associates | 17,706 | $143.8K | 0.00% | +7,706+77.1% | Added |
| Steel Peak Wealth Management LLC | 17,194 | $139.6K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,052 | $122.2K | 0.00% | +15,052 | New |
| Envestnet Asset Management Inc | 14,960 | $121.5K | 0.00% | +14,960 | New |
| Susquehanna International Group, LLP | 13,683 | $111.1K | 0.00% | −1,374−9.1% | Reduced |
| Tortoise Investment Management, LLC | 12,000 | $97.4K | 0.01% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,658 | $86.5K | 0.11% | −2,471−18.8% | Reduced |
| Concorde Asset Management, LLC | 10,000 | $81.2K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,100 | $73.9K | 0.00% | +1,486+19.5% | Added |
| JPMorgan Chase & Co | 5,946 | $48.3K | 0.00% | +5,379+948.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,651 | $29.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $22.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,852 | $15.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 537 | $4.36K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −84,027−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,428−100.0% | Sold out |