Eaton Vance California Municipal Income Trust
30 hedge funds and large institutions have $22M invested in Eaton Vance California Municipal Income Trust in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6.81% less ownership
Funds ownership: 35.55% → 28.74% (-6.8%)
19% less capital invested
Capital invested by funds: $27.2M → $22M (-$5.23M)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1M |
| 2 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
+$258K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$185K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$177K |
| 5 |
LPL Financial
San Diego,
California
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.4M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.97M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$905K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$244K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
26
Whittier Trust
South Pasadena,
California
| $74.5K | – | – | – |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $51.4K | -$85.1K | -7,753 | -62% |
|
|
HCM
28
Hollencrest Capital Management
Newport Beach,
California
| $25.8K | – | – | – |
|
29
Comerica Bank
Dallas,
Texas
| $13.3K | – | – | – |
|
|
FFA
30
Farther Finance Advisors
San Francisco,
California
| $2.4K | +$2.43K | +221 | New |
|
|
RCM
31
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$244K | -22,390 | Closed |
|
|
AW
32
Atlas Wealth
Cincinnati,
Ohio
| – | -$128K | -11,719 | Closed |
|
CEV Hedge Fund Activity: Q3 2024 in Review
30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q3 2024, worth a combined $22M — down 19% from $27.2M a quarter earlier.
Fund positioning in CEV was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 12 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1M. The largest seller was Sit Investment Associates, cutting an estimated $3.4M.
- 30 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $22M of Eaton Vance California Municipal Income Trust stock for Q3 2024, down 19% quarter-over-quarter.
- 2 funds opened new Eaton Vance California Municipal Income Trust positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Eaton Vance California Municipal Income Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1M added.
- The largest Eaton Vance California Municipal Income Trust seller in Q3 2024 was Sit Investment Associates, an estimated $3.4M sold.
Based on aggregated 13F filings for Q3 2024.