Eaton Vance California Municipal Income Trust
32 hedge funds and large institutions have $17.8M invested in Eaton Vance California Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
0.73% more ownership
Funds ownership: 25.65% → 26.38% (+0.73%)
1% less capital invested
Capital invested by funds: $18.1M → $17.8M (-$261K)
3% less funds holding
Funds holding: 33 → 32 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$743K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$363K |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
+$203K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$181K |
| 5 |
LPL Financial
San Diego,
California
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$793K |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$316K |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$151K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$92.1K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$46.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWMP
26
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $31.5K | – | – | – |
|
|
HCM
27
Hollencrest Capital Management
Newport Beach,
California
| $23.7K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $20K | – | – | – |
|
|
BBPWM
29
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $15.3K | – | – | – |
|
30
Comerica Bank
Dallas,
Texas
| $9.66K | – | – | – |
|
|
PFG
31
Putney Financial Group
San Rafael,
California
| $3.01K | – | – | – |
|
|
FFA
32
Farther Finance Advisors
San Francisco,
California
| $2.22K | – | – | – |
|
|
SIA
33
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$793K | -79,028 | Closed |
|
|
SA
34
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$316K | -31,126 | Closed |
|
|
35
Nomura Holdings
Tokyo,
Japan
| – | -$151K | -15,000 | Closed |
|
CEV Hedge Fund Activity: Q1 2025 in Review
32 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q1 2025, worth a combined $17.8M — down 1.4% from $18.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of CEV and 2 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 11 added.
The largest buyer was Whipplewood Advisors, adding an estimated $743K. The largest seller was Sit Investment Associates, exiting entirely with an estimated $793K sold.
- 32 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q1 2025, down from 33 in Q4 2024.
- Funds reported $17.8M of Eaton Vance California Municipal Income Trust stock for Q1 2025, down 1.4% quarter-over-quarter.
- 2 funds opened new Eaton Vance California Municipal Income Trust positions in Q1 2025 and 3 closed out, a net change of -1 holder.
- The largest Eaton Vance California Municipal Income Trust buyer in Q1 2025 was Whipplewood Advisors, an estimated $743K added.
- The largest Eaton Vance California Municipal Income Trust seller in Q1 2025 was Sit Investment Associates, an estimated $793K sold.
Based on aggregated 13F filings for Q1 2025.