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CEV

Eaton Vance California Municipal Income Trust

27 hedge funds and large institutions have $23.9M invested in Eaton Vance California Municipal Income Trust in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $19.7M → $23.9M (+$4.24M)

5.72% more ownership

Funds ownership: 24.53%30.24% (+5.7%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$64K
AG
27
Advisor Group
Arizona
$22K
RCM
28
Rivernorth Capital Management
Florida
-$739K -65,845 Closed
LNWWM
29
Laird Norton Wetherby Wealth Management
California
-$130K -11,541 Closed
IA
30
IFP Advisors
Florida
-$10K -907 Closed

CEV Hedge Fund Activity: Q4 2018 in Review

27 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q4 2018, worth a combined $23.9M — up 22% from $19.7M a quarter earlier.

Fund positioning in CEV was balanced in Q4 2018: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 12 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $3.78M. The largest seller was Fiera Capital (Canada), cutting an estimated $3.65M.

  • 27 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $23.9M of Eaton Vance California Municipal Income Trust stock for Q4 2018, up 22% quarter-over-quarter.
  • 3 funds opened new Eaton Vance California Municipal Income Trust positions in Q4 2018 and 3 closed out, a net change of 0 holders.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q4 2018 was Karpus Investment Management, an estimated $3.78M added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q4 2018 was Fiera Capital (Canada), an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2018.