Eaton Vance California Municipal Income Trust
30 hedge funds and large institutions have $27.2M invested in Eaton Vance California Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
7% more funds holding
Funds holding: 28 → 30 (+2)
6% more capital invested
Capital invested by funds: $25.6M → $27.2M (+$1.55M)
1.19% more ownership
Funds ownership: 34.36% → 35.55% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$532K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$504K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$208K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$202K |
| 5 |
LPL Financial
San Diego,
California
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$496K |
| 2 |
NWM
Napa Wealth Management
Napa,
California
|
-$405K |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$299K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$212K |
| 5 |
Morgan Stanley
New York
|
-$152K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AW
26
Atlas Wealth
Cincinnati,
Ohio
| $128K | +$124K | +11,719 | New |
|
|
27
Osaic Holdings
Scottsdale,
Arizona
| $102K | -$496K | -46,700 | -83% |
|
|
WT
28
Whittier Trust
South Pasadena,
California
| $74.5K | – | – | – |
|
|
HCM
29
Hollencrest Capital Management
Newport Beach,
California
| $25.8K | – | – | – |
|
30
Comerica Bank
Dallas,
Texas
| $13.3K | – | – | – |
|
|
AWS
31
Atria Wealth Solutions
New York
| – | -$212K | -20,000 | Closed |
|
CEV Hedge Fund Activity: Q2 2024 in Review
30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q2 2024, worth a combined $27.2M — up 6.1% from $25.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CEV positions and 1 closed out — a net gain of 2 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $532K. The largest seller was Osaic Holdings, cutting an estimated $496K.
- 30 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q2 2024, up from 28 in Q1 2024.
- Funds reported $27.2M of Eaton Vance California Municipal Income Trust stock for Q2 2024, up 6.1% quarter-over-quarter.
- 3 funds opened new Eaton Vance California Municipal Income Trust positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Eaton Vance California Municipal Income Trust buyer in Q2 2024 was Royal Bank of Canada, an estimated $532K added.
- The largest Eaton Vance California Municipal Income Trust seller in Q2 2024 was Osaic Holdings, an estimated $496K sold.
Based on aggregated 13F filings for Q2 2024.