Vault-13

EATON VANCE CALIF MUN BD FD XEVMX

COM · Closed-End Fund · CUSIP 27828A100

0 institutional holders -53 vs Q3 2025
—reported value*
0 new 0 added 0 reduced 52 sold out net sold ≈ $124.7m (-13.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 49Q4 22: 55Q1 23: 46Q2 23: 50Q3 23: 50Q4 23: 52Q1 24: 52Q2 24: 51Q3 24: 54Q4 24: 55Q1 25: 49Q2 25: 51Q3 25: 53Q4 25: 00Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202249
Q4 202255
Q1 202346
Q2 202350
Q3 202350
Q4 202352
Q1 202452
Q2 202451
Q3 202454
Q4 202455
Q1 202549
Q2 202551
Q3 202553
Q4 20250

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 20 bought or addedQ1 24: 23 cut or sold outQ2 24: 17 bought or addedQ2 24: 22 cut or sold outQ2 24Q3 24: 18 bought or addedQ3 24: 25 cut or sold outQ4 24: 27 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 20 cut or sold outQ2 25: 21 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 18 cut or sold outQ4 25: 0 bought or addedQ4 25: 52 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242023
Q2 20241722
Q3 20241825
Q4 20242719
Q1 20251720
Q2 20252118
Q3 20252618
Q4 2025052

Biggest buyers

None

Biggest sellers

Saba Capital Management, L.P. Sold out -4,544,380-4.5m
SIT INVESTMENT ASSOCIATES INC Sold out -4,084,175-4.1m
ICON ADVISERS INC/CO Sold out -731,215-731.2k
Advisors Asset Management, Inc. Sold out -593,337-593.3k
Almitas Capital LLC Sold out -416,932-416.9k
MORGAN STANLEY Sold out -354,954-355.0k
GUGGENHEIM CAPITAL LLC Sold out -354,858-354.9k
Hennion & Walsh Asset Management, Inc. Sold out -232,392-232.4k
WELLS FARGO & COMPANY/MN Sold out -201,699-201.7k
LPL Financial LLC Sold out -174,712-174.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13D · may seek influence +1.0 pts · filed 2025-09-15 16.5% +1.0 pts 4.1m 2025-09-15

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change