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 2024
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 2024. 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
- 50
- −1 vs. Q1 2024
- Shares held
- 11.6M
- −163.7K (−1.4%) vs. Q1 2024
- Total value
- $110.4M
- −$828.0K (−0.7%) vs. Q1 2024
- New holders
- 2
- 16 more added
- Sold out
- 3
- 18 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 3,114,325 | $29.6M | 0.65% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 3,058,410 | $29.1M | 0.67% | +169,468+5.9% | Added |
| Rivernorth Capital Management, LLC | 879,300 | $8.36M | 0.39% | +225,385+34.5% | Added |
| Guggenheim Capital LLC | 572,628 | $5.45M | 0.04% | −6,981−1.2% | Reduced |
| Deutsche Bank AG | 558,792 | $5.31M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 448,206 | $4.26M | 0.08% | −129,175−22.4% | Reduced |
| Logan Stone Capital, LLC | 349,673 | $3.33M | 0.86% | −85,061−19.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 335,255 | $3.19M | 0.16% | −45,356−11.9% | Reduced |
| Morgan Stanley | 222,093 | $2.11M | 0.00% | +28,282+14.6% | Added |
| City of London Investment Management Co Ltd | 195,514 | $1.86M | 0.16% | −43,601−18.2% | Reduced |
| Almitas Capital LLC | 183,109 | $1.74M | 0.72% | −143,231−43.9% | Reduced |
| 1607 Capital Partners, LLC | 175,514 | $1.67M | 0.15% | 00.0% | Unchanged |
| Wells Fargo & Company | 147,404 | $1.40M | 0.00% | +294+0.2% | Added |
| LPL Financial LLC | 146,639 | $1.39M | 0.00% | −1,002−0.7% | Reduced |
| Myecfo, LLC | 127,940 | $1.22M | 0.70% | +1,130+0.9% | Added |
| UBS Group AG | 92,961 | $884.1K | 0.00% | +13,552+17.1% | Added |
| Campbell Capital Management Inc | 87,176 | $829.0K | 0.36% | +87,176 | New |
| Fort Point Capital Partners LLC | 85,346 | $811.6K | 0.10% | +8,694+11.3% | Added |
| CNH Partners LLC | 76,297 | $725.6K | 0.02% | −45,521−37.4% | Reduced |
| Rareview Capital LLC | 56,887 | $541.0K | 0.52% | −556−1.0% | Reduced |
| Vivaldi Capital Management, LLC | 55,952 | $532.1K | 0.15% | +160.0% | Added |
| Regatta Capital Group, LLC | 54,163 | $515.1K | 0.11% | −1,275−2.3% | Reduced |
| Perennial Investment Advisors, LLC | 50,650 | $481.7K | 0.07% | +27,825+121.9% | Added |
| Evoke Wealth, LLC | 49,500 | $470.7K | 0.69% | −4,860−8.9% | Reduced |
| Baird Financial Group, Inc. | 47,933 | $455.8K | 0.00% | −3,413−6.6% | Reduced |
| Robinson Capital Management, LLC | 47,321 | $451.9K | 0.16% | −115,651−71.0% | Reduced |
| Bank of America Corp | 45,056 | $428.5K | 0.00% | −51,612−53.4% | Reduced |
| Absolute Investment Advisers LLC | 42,899 | $408.0K | 0.06% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 42,446 | $403.7K | 0.28% | 00.0% | Unchanged |
| Stifel Financial Corp | 33,294 | $316.6K | 0.00% | −7,303−18.0% | Reduced |
| Quarry LP | 26,135 | $248.5K | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,888 | $236.7K | 0.00% | +104+0.4% | Added |
| Sanctuary Advisors, LLC | 24,498 | $228.1K | 0.00% | +24,498 | New |
| Vanguard Capital Wealth Advisors | 20,000 | $190.2K | 0.13% | +10,000+100.0% | Added |
| Royal Bank of Canada | 19,530 | $186.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,293 | $174.0K | 0.00% | +1,866+11.4% | Added |
| Raymond James & Associates | 17,706 | $168.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,052 | $143.1K | 0.00% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 13,000 | $123.6K | 0.08% | +2,500+23.8% | Added |
| MKT Advisors LLC | 12,091 | $116.4K | 0.06% | +41+0.3% | Added |
| Alethea Capital Management, LLC | 10,658 | $101.4K | 0.08% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 10,181 | $96.8K | 0.03% | +124+1.2% | Added |
| Tortoise Investment Management, LLC | 4,500 | $42.8K | 0.00% | −2,500−35.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,800 | $26.6K | 0.00% | −2,000−41.7% | Reduced |
| Hollencrest Capital Management | 2,770 | $26.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,637 | $15.6K | 0.00% | −2,353−59.0% | Reduced |
| Rothschild Investment LLC | 1,438 | $13.7K | 0.00% | +17+1.2% | Added |
| Albion Financial Group | 537 | $5.11K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $48 | 0.00% | 00.0% | Unchanged |
| Napa Wealth Management | 0 | $0 | 0.00% | −43,102−100.0% | Sold out |
| Diligent Investors, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,165−100.0% | Sold out |