Eaton Vance California Municipal Income Trust
25 hedge funds and large institutions have $16.2M invested in Eaton Vance California Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
3.52% less ownership
Funds ownership: 20.21% → 16.69% (-3.5%)
4% less funds holding
Funds holding: 26 → 25 (-1)
20% less capital invested
Capital invested by funds: $20.1M → $16.2M (-$3.94M)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$365K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$226K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$154K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$57.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
-$1.28M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$967K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$566K |
| 4 |
WT
Whittier Trust
South Pasadena,
California
|
-$444K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$375K |
CEV Hedge Fund Activity: Q3 2021 in Review
25 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q3 2021, worth a combined $16.2M — down 20% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CEV and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $365K. The largest seller was First Foundation Advisors, cutting an estimated $1.28M.
- 25 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q3 2021, down from 26 in Q2 2021.
- Funds reported $16.2M of Eaton Vance California Municipal Income Trust stock for Q3 2021, down 20% quarter-over-quarter.
- 1 fund opened new Eaton Vance California Municipal Income Trust positions in Q3 2021 and 2 closed out, a net change of -1 holder.
- The largest Eaton Vance California Municipal Income Trust buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $365K added.
- The largest Eaton Vance California Municipal Income Trust seller in Q3 2021 was First Foundation Advisors, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2021.