Eaton Vance California Municipal Income Trust
33 hedge funds and large institutions have $18.1M invested in Eaton Vance California Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
10% more funds holding
Funds holding: 30 → 33 (+3)
3.09% less ownership
Funds ownership: 28.74% → 25.65% (-3.1%)
17% less capital invested
Capital invested by funds: $22M → $18.1M (-$3.84M)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$452K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$159K |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$158K |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$103K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$1.51M |
| 2 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$603K |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$540K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$306K |
| 5 |
LPL Financial
San Diego,
California
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
26
Whittier Trust
South Pasadena,
California
| $68.8K | – | – | – |
|
|
NWMP
27
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $31.5K | +$33K | +3,140 | New |
|
|
HCM
28
Hollencrest Capital Management
Newport Beach,
California
| $23.8K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $20.1K | -$77.8K | -7,400 | -79% |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $15.3K | -$33.6K | -3,200 | -68% |
|
31
Comerica Bank
Dallas,
Texas
| $9.68K | -$2.74K | -261 | -21% |
|
|
PFG
32
Putney Financial Group
San Rafael,
California
| $3.01K | +$3.15K | +300 | New |
|
|
FFA
33
Farther Finance Advisors
San Francisco,
California
| $2.22K | – | – | – |
|
|
CWS
34
Cypress Wealth Services
Palm Desert,
California
| – | -$603K | -55,454 | Closed |
|
35
US Bancorp
Minneapolis,
Minnesota
| – | -$108K | -9,910 | Closed |
|
CEV Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q4 2024, worth a combined $18.1M — down 17% from $22M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CEV positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $452K. The largest seller was Saba Capital Management, cutting an estimated $1.51M.
- 33 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $18.1M of Eaton Vance California Municipal Income Trust stock for Q4 2024, down 17% quarter-over-quarter.
- 6 funds opened new Eaton Vance California Municipal Income Trust positions in Q4 2024 and 2 closed out, a net change of +4 holders.
- The largest Eaton Vance California Municipal Income Trust buyer in Q4 2024 was Wolverine Asset Management, an estimated $452K added.
- The largest Eaton Vance California Municipal Income Trust seller in Q4 2024 was Saba Capital Management, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2024.