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 2025
Institutional positions in Eaton Vance California Municipal Bond Fund as of Jun 30, 2025. 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
- +2 vs. Q1 2025
- Shares held
- 12.2M
- +582.4K (+5.0%) vs. Q1 2025
- Total value
- $108.9M
- +$1.13M (+1.0%) vs. Q1 2025
- New holders
- 5
- 15 more added
- Sold out
- 3
- 16 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4,544,380 | $40.5M | 1.10% | +520,656+12.9% | Added |
| Sit Investment Associates Inc | 3,880,632 | $34.6M | 0.74% | +344,831+9.8% | Added |
| Icon Advisers Inc | 533,734 | $4.76M | 1.09% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 503,557 | $4.49M | 0.08% | +13,163+2.7% | Added |
| Guggenheim Capital LLC | 404,279 | $3.61M | 0.03% | −29,630−6.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 251,926 | $2.25M | 0.09% | +35,935+16.6% | Added |
| Wells Fargo & Company | 224,256 | $2.00M | 0.00% | +27,495+14.0% | Added |
| Morgan Stanley | 214,226 | $1.91M | 0.00% | −26,892−11.2% | Reduced |
| LPL Financial LLC | 157,175 | $1.40M | 0.00% | +38,544+32.5% | Added |
| City of London Investment Management Co Ltd | 138,683 | $1.24M | 0.11% | −48,996−26.1% | Reduced |
| Myecfo, LLC | 106,450 | $949.5K | 0.47% | −8,090−7.1% | Reduced |
| Absolute Investment Advisers LLC | 104,332 | $930.6K | 0.12% | 00.0% | Unchanged |
| UBS Group AG | 94,327 | $841.4K | 0.00% | −6,299−6.3% | Reduced |
| Perennial Investment Advisors, LLC | 78,950 | $704.2K | 0.07% | +4,250+5.7% | Added |
| 1607 Capital Partners, LLC | 71,153 | $634.7K | 0.05% | −7,797−9.9% | Reduced |
| Raymond James Financial Inc | 68,788 | $613.6K | 0.00% | −206−0.3% | Reduced |
| Ameriprise Financial Inc | 61,323 | $547.0K | 0.00% | +5,856+10.6% | Added |
| Campbell Capital Management Inc | 61,169 | $545.6K | 0.21% | −26,007−29.8% | Reduced |
| Evoke Wealth, LLC | 59,160 | $527.7K | 0.01% | +5,800+10.9% | Added |
| Baird Financial Group, Inc. | 55,079 | $491.3K | 0.00% | −321−0.6% | Reduced |
| Envestnet Asset Management Inc | 52,432 | $467.7K | 0.00% | +15,542+42.1% | Added |
| Rareview Capital LLC | 51,218 | $456.9K | 0.29% | −4,285−7.7% | Reduced |
| Vivaldi Capital Management, LLC | 44,644 | $398.2K | 0.06% | +28+0.1% | Added |
| Melfa Wealth Management, LLC | 42,446 | $378.6K | 0.24% | 00.0% | Unchanged |
| Quarry LP | 40,657 | $362.7K | 0.08% | 00.0% | Unchanged |
| Deutsche Bank AG | 33,792 | $301.4K | 0.00% | −169,612−83.4% | Reduced |
| Stifel Financial Corp | 31,005 | $276.6K | 0.00% | +2,390+8.4% | Added |
| Bank of America Corp | 30,868 | $275.3K | 0.00% | −7,472−19.5% | Reduced |
| Sanctuary Advisors, LLC | 26,511 | $236.5K | 0.00% | +8,381+46.2% | Added |
| Bluefin Capital Management, LLC | 25,231 | $225.1K | 0.17% | −74,031−74.6% | Reduced |
| Royal Bank of Canada | 20,198 | $180.0K | 0.00% | −300−1.5% | Reduced |
| Vanguard Capital Wealth Advisors | 20,000 | $178.4K | 0.18% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 18,951 | $169.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,520 | $156.3K | 0.00% | +17,520 | New |
| Wealth Enhancement Advisory Services, LLC | 15,152 | $136.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,296 | $118.6K | 0.00% | +13,296 | New |
| Bridgewealth Advisory Group, LLC | 13,149 | $117.3K | 0.03% | +13,149 | New |
| Wedbush Securities Inc | 12,125 | $108.0K | 0.00% | +12,125 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,755 | $104.9K | 0.07% | +11,755 | New |
| MKT Advisors LLC | 11,605 | $103.2K | 0.04% | −500−4.1% | Reduced |
| Madrona Financial Services, LLC | 10,745 | $95.8K | 0.02% | +151+1.4% | Added |
| Horizon Kinetics Asset Management LLC | 10,679 | $95.3K | 0.00% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,658 | $95.1K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,333 | $92.2K | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,318 | $92.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $24.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,301 | $20.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,516 | $13.5K | 0.00% | +21+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 1,400 | $12.5K | 0.00% | −5,059−78.3% | Reduced |
| Parallel Advisors, LLC | 360 | $3.21K | 0.00% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −71,693−100.0% | Sold out |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Von Berge Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,352−100.0% | Sold out |