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CEV

Eaton Vance California Municipal Income Trust

27 hedge funds and large institutions have $19.7M invested in Eaton Vance California Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

1% more capital invested

Capital invested by funds: $19.5M → $19.7M (+$178K)

0.72% more ownership

Funds ownership: 23.81%24.53% (+0.72%)

4% less funds holding

Funds holding: 2827 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$22K +$22.8K +2,000 New
IA
27
IFP Advisors
Florida
$10K +$114 +10 +1%
DA
28
Doliver Advisors
Texas
-$248K -21,634 Closed
RJFSA
29
Raymond James Financial Services Advisors
Florida
-$137K -11,938 Closed
CF
30
Centaurus Financial
California
-$17K -1,500 Closed
STA
31
Summit Trail Advisors
New York
-$15K -1,333 Closed

CEV Hedge Fund Activity: Q3 2018 in Review

27 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q3 2018, worth a combined $19.7M — up 0.91% from $19.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CEV and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.

The largest buyer was Fiera Capital (Canada), adding an estimated $955K. The largest seller was Advisors Asset Management, cutting an estimated $642K.

  • 27 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q3 2018, down from 28 in Q2 2018.
  • Funds reported $19.7M of Eaton Vance California Municipal Income Trust stock for Q3 2018, up 0.91% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Income Trust positions in Q3 2018 and 4 closed out, a net change of -1 holder.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q3 2018 was Fiera Capital (Canada), an estimated $955K added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q3 2018 was Advisors Asset Management, an estimated $642K sold.

Based on aggregated 13F filings for Q3 2018.