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 2023
Institutional positions in Eaton Vance California Municipal Bond Fund as of Dec 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
- 51
- +2 vs. Q3 2023
- Shares held
- 11.5M
- +1.60M (+16.2%) vs. Q3 2023
- Total value
- $104.8M
- +$24.8M (+30.9%) vs. Q3 2023
- New holders
- 9
- 21 more added
- Sold out
- 7
- 12 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,114,325 | $28.5M | 0.70% | +641,461+25.9% | Added |
| Sit Investment Associates Inc | 2,652,076 | $24.3M | 0.59% | +1,325,991+100.0% | Added |
| Rivernorth Capital Management, LLC | 607,399 | $5.56M | 0.27% | +142,905+30.8% | Added |
| Guggenheim Capital LLC | 529,849 | $4.85M | 0.04% | +113,973+27.4% | Added |
| Advisors Asset Management, Inc. | 518,546 | $4.74M | 0.10% | +14,363+2.8% | Added |
| Logan Stone Capital, LLC | 517,011 | $4.73M | 0.96% | +52,484+11.3% | Added |
| Almitas Capital LLC | 477,953 | $4.37M | 1.51% | +70,412+17.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 410,165 | $3.75M | 0.22% | +1,012+0.2% | Added |
| City of London Investment Management Co Ltd | 270,825 | $2.48M | 0.20% | +48,444+21.8% | Added |
| Deutsche Bank AG | 233,792 | $2.14M | 0.00% | +58,792+33.6% | Added |
| 1607 Capital Partners, LLC | 197,854 | $1.81M | 0.13% | 00.0% | Unchanged |
| Wells Fargo & Company | 186,911 | $1.71M | 0.00% | +23,711+14.5% | Added |
| Morgan Stanley | 185,407 | $1.70M | 0.00% | −144,715−43.8% | Reduced |
| CNH Partners LLC | 171,171 | $1.57M | 0.06% | −28,689−14.4% | Reduced |
| Robinson Capital Management, LLC | 162,972 | $1.49M | 0.53% | +19,637+13.7% | Added |
| Myecfo, LLC | 127,210 | $1.16M | 0.73% | −4,600−3.5% | Reduced |
| Bank of America Corp | 117,788 | $1.08M | 0.00% | +9,111+8.4% | Added |
| Ameriprise Financial Inc | 110,694 | $1.01M | 0.00% | +9,472+9.4% | Added |
| LPL Financial LLC | 99,666 | $911.9K | 0.00% | +1,414+1.4% | Added |
| UBS Group AG | 93,106 | $851.9K | 0.00% | −43,710−31.9% | Reduced |
| Rareview Capital LLC | 57,403 | $525.2K | 0.48% | +57,403 | New |
| Vivaldi Capital Management, LLC | 55,913 | $523.3K | 0.16% | −9,083−14.0% | Reduced |
| Regatta Capital Group, LLC | 56,775 | $519.5K | 0.14% | −11,511−16.9% | Reduced |
| Fort Point Capital Partners LLC | 49,584 | $453.7K | 0.07% | +13,874+38.9% | Added |
| Baird Financial Group, Inc. | 46,974 | $429.8K | 0.00% | +9,373+24.9% | Added |
| Stifel Financial Corp | 45,463 | $416.0K | 0.00% | −60,749−57.2% | Reduced |
| Landscape Capital Management, L.L.C. | 45,110 | $412.8K | 0.04% | +45,110 | New |
| Napa Wealth Management | 43,102 | $394.4K | 0.21% | +43,102 | New |
| Melfa Wealth Management, LLC | 42,259 | $386.7K | 0.36% | +12,654+42.7% | Added |
| Susquehanna International Group, LLP | 27,066 | $247.7K | 0.00% | +13,383+97.8% | Added |
| Diligent Investors, LLC | 20,000 | $183.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 18,997 | $174.0K | 0.00% | −12,750−40.2% | Reduced |
| Matisse Capital | 18,170 | $166.3K | 0.09% | 00.0% | Unchanged |
| Raymond James & Associates | 17,706 | $162.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,669 | $161.7K | 0.00% | +2,709+18.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,052 | $137.7K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 12,009 | $111.4K | 0.07% | −15,802−56.8% | Reduced |
| Tortoise Investment Management, LLC | 12,000 | $109.8K | 0.01% | 00.0% | Unchanged |
| Clough Capital Partners L P | 11,000 | $100.7K | 0.01% | +11,000 | New |
| Quarry LP | 11,000 | $100.7K | 0.05% | +11,000 | New |
| Alethea Capital Management, LLC | 10,658 | $97.5K | 0.11% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 10,500 | $96.1K | 0.07% | +500+5.0% | Added |
| Advisor Group Holdings, Inc. | 6,368 | $58.3K | 0.00% | −2,732−30.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,931 | $45.1K | 0.01% | +4,931 | New |
| Hollencrest Capital Management | 2,770 | $25.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,500 | $22.9K | 0.01% | +2,500 | New |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.1K | 0.00% | −1,350−37.0% | Reduced |
| Rothschild Investment LLC | 1,404 | $12.8K | 0.00% | +1,404 | New |
| Albion Financial Group | 537 | $4.91K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 212 | $1.94K | 0.00% | −5,734−96.4% | Reduced |
| Scarborough Advisors, LLC | 5 | $45 | 0.00% | +5 | New |
| Fiera Capital Corp | 0 | $0 | 0.00% | −407,630−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −200,117−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −102,360−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −65,761−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −25,254−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −17,194−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |