Skip to main content
Livermore
Livermore
ZHEN

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 2024

Institutional positions in Eaton Vance California Municipal Bond Fund as of Sep 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
53
+3 vs. Q2 2024
Shares held
11.2M
−366.4K (−3.2%) vs. Q2 2024
Total value
$108.5M
−$1.92M (−1.7%) vs. Q2 2024
New holders
6
12 more added
Sold out
3
22 more reduced

Compare with Q2 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.

Institutional holdersQ3 2024: 53 institutions
Q1 2021: 44 institutionsQ2 2021: 44 institutionsQ3 2021: 43 institutionsQ4 2021: 45 institutionsQ1 2022: 49 institutionsQ2 2022: 51 institutionsQ3 2022: 48 institutionsQ4 2022: 54 institutionsQ1 2023: 45 institutionsQ2 2023: 49 institutionsQ3 2023: 49 institutionsQ4 2023: 51 institutionsQ1 2024: 51 institutionsQ2 2024: 50 institutionsQ3 2024: 53 institutionsQ4 2024: 54 institutionsQ1 2025: 48 institutionsQ2 2025: 50 institutionsQ3 2025: 53 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2024: $108.5M
Q1 2021: $73.6MQ2 2021: $68.5MQ3 2021: $59.9MQ4 2021: $54.8MQ1 2022: $53.8MQ2 2022: $52.1MQ3 2022: $49.4MQ4 2022: $64.8MQ1 2023: $73.3MQ2 2023: $76.8MQ3 2023: $80.0MQ4 2023: $104.8MQ1 2024: $111.2MQ2 2024: $110.4MQ3 2024: $108.5MQ4 2024: $105.7MQ1 2025: $107.8MQ2 2025: $108.9MQ3 2025: $122.7MQ4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding EVM and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 202553$122.7M
Q2 202550$108.9M
Q1 202548$107.8M
Q4 202454$105.7M
Q3 202453$108.5M
Q2 202450$110.4M
Q1 202451$111.2M
Q4 202351$104.8M
Q3 202349$80.0M
Q2 202349$76.8M
Q1 202345$73.3M
Q4 202254$64.8M
Q3 202248$49.4M
Q2 202251$52.1M
Q1 202249$53.8M
Q4 202145$54.8M
Q3 202143$59.9M
Q2 202144$68.5M
Q1 202144$73.6M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q2 2024.

Institutions holding EVM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.3,114,325$30.1M0.66%00.0%Unchanged
Sit Investment Associates Inc3,058,410$29.5M0.66%00.0%Unchanged
Rivernorth Capital Management, LLC806,138$7.78M0.38%−73,162−8.3%Reduced
Deutsche Bank AG558,792$5.39M0.00%00.0%Unchanged
Guggenheim Capital LLC545,921$5.27M0.04%−26,707−4.7%Reduced
Advisors Asset Management, Inc.440,726$4.25M0.08%−7,480−1.7%Reduced
Hennion & Walsh Asset Management, Inc.305,320$2.95M0.14%−29,935−8.9%Reduced
Logan Stone Capital, LLC300,417$2.90M0.72%−49,256−14.1%Reduced
Morgan Stanley216,841$2.09M0.00%−5,252−2.4%Reduced
City of London Investment Management Co Ltd205,679$1.98M0.17%+10,165+5.2%Added
LPL Financial LLC161,015$1.55M0.00%+14,376+9.8%Added
Wells Fargo & Company154,557$1.49M0.00%+7,153+4.9%Added
1607 Capital Partners, LLC147,514$1.42M0.13%−28,000−16.0%Reduced
Myecfo, LLC124,540$1.20M0.65%−3,400−2.7%Reduced
UBS Group AG90,029$868.8K0.00%−2,932−3.2%Reduced
Campbell Capital Management Inc87,176$841.2K0.33%00.0%Unchanged
Perennial Investment Advisors, LLC65,875$635.7K0.08%+15,225+30.1%Added
Almitas Capital LLC65,168$628.9K0.22%−117,941−64.4%Reduced
Ameriprise Financial Inc63,160$609.5K0.00%+38,272+153.8%Added
Rareview Capital LLC56,887$549.0K0.41%00.0%Unchanged
Evoke Wealth, LLC53,360$514.9K0.01%+3,860+7.8%Added
Bank of America Corp51,036$492.5K0.00%+5,980+13.3%Added
Baird Financial Group, Inc.47,386$457.3K0.00%−547−1.1%Reduced
Vivaldi Capital Management, LLC44,563$430.0K0.12%−11,389−20.4%Reduced
CNH Partners LLC42,853$413.5K0.01%−33,444−43.8%Reduced
Melfa Wealth Management, LLC42,446$409.6K0.27%00.0%Unchanged
Robinson Capital Management, LLC36,821$355.3K0.12%−10,500−22.2%Reduced
Stifel Financial Corp29,710$286.7K0.00%−3,584−10.8%Reduced
Susquehanna International Group, LLP28,849$278.4K0.00%+28,849New
Sanctuary Advisors, LLC28,243$264.1K0.00%+3,745+15.3%Added
Wolverine Asset Management LLC25,578$246.8K0.00%+25,578New
Cypress Wealth Services, LLC25,200$243.2K0.05%+25,200New
Regatta Capital Group, LLC22,241$214.6K0.04%−31,922−58.9%Reduced
Absolute Investment Advisers LLC21,432$206.8K0.03%−21,467−50.0%Reduced
Vanguard Capital Wealth Advisors20,000$193.0K0.20%00.0%Unchanged
Envestnet Asset Management Inc18,327$176.9K0.00%+34+0.2%Added
Royal Bank of Canada17,798$172.0K0.00%−1,732−8.9%Reduced
Raymond James & Associates17,706$170.9K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC15,052$145.3K0.00%00.0%Unchanged
Quarry LP13,057$126.0K0.04%−13,078−50.0%Reduced
MKT Advisors LLC12,105$116.7K0.05%+14+0.1%Added
Concorde Asset Management, LLC11,000$106.2K0.06%−2,000−15.4%Reduced
Horizon Kinetics Asset Management LLC10,679$103.1K0.00%+10,679New
Alethea Capital Management, LLC10,658$102.8K0.07%00.0%Unchanged
One Capital Management, LLC10,318$99.6K0.00%+10,318New
Madrona Financial Services, LLC10,315$99.5K0.03%+134+1.3%Added
Hollencrest Capital Management2,770$26.7K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,301$22.2K0.00%00.0%Unchanged
Rothschild Investment LLC1,456$14.1K0.00%+18+1.3%Added
Blue Bell Private Wealth Management, LLC1,237$11.9K0.00%−400−24.4%Reduced
Advisor Group Holdings, Inc.800$7.72K0.00%−2,000−71.4%Reduced
Albion Financial Group537$5.18K0.00%00.0%Unchanged
FMR LLC1$100.00%+1New
Fort Point Capital Partners LLC0$00.00%−85,346−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−4,500−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−5−100.0%Sold out