Eaton Vance California Municipal Income Trust
34 hedge funds and large institutions have $12.5M invested in Eaton Vance California Municipal Income Trust in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
3% more funds holding
Funds holding: 33 → 34 (+1)
1% more capital invested
Capital invested by funds: $12.4M → $12.5M (+$108K)
0.1% more ownership
Funds ownership: 17.5% → 17.6% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
+$192K |
| 2 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
+$176K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$154K |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$125K |
| 5 |
Rockefeller Capital Management
New York
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$337K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$144K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$110K |
| 4 |
LPL Financial
San Diego,
California
|
-$63.8K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$50.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPW
26
Pasadena Private Wealth
Pasadena,
California
| $101K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $75.1K | -$8.02K | -775 | -9% |
|
|
WT
28
Whittier Trust
South Pasadena,
California
| $28.1K | -$4.85K | -469 | -14% |
|
|
HCM
29
Hollencrest Capital Management
Newport Beach,
California
| $23.9K | – | – | – |
|
|
NWMP
30
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $23.1K | – | – | – |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $20.1K | -$20.7K | -2,000 | -50% |
|
|
BBPWM
32
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $15.4K | – | – | – |
|
|
WWM
33
Wolff Wiese Magana
Carslbad,
California
| $10.1K | +$10.3K | +1,000 | New |
|
34
Fifth Third Bancorp
Cincinnati,
Ohio
| $7.08K | +$7.27K | +703 | New |
|
|
WAM
35
Wolverine Asset Management
Chicago,
Illinois
| – | -$110K | -10,992 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$5.02K | -500 | Closed |
|
CEV Hedge Fund Activity: Q1 2026 in Review
34 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q1 2026, worth a combined $12.5M — up 0.87% from $12.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CEV positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Wedbush Securities, adding an estimated $192K. The largest seller was Advisors Asset Management, cutting an estimated $337K.
- 34 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q1 2026, up from 33 in Q4 2025.
- Funds reported $12.5M of Eaton Vance California Municipal Income Trust stock for Q1 2026, up 0.87% quarter-over-quarter.
- 4 funds opened new Eaton Vance California Municipal Income Trust positions in Q1 2026 and 2 closed out, a net change of +2 holders.
- The largest Eaton Vance California Municipal Income Trust buyer in Q1 2026 was Wedbush Securities, an estimated $192K added.
- The largest Eaton Vance California Municipal Income Trust seller in Q1 2026 was Advisors Asset Management, an estimated $337K sold.
Based on aggregated 13F filings for Q1 2026.