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CEV

Eaton Vance California Municipal Income Trust
CEV

18 hedge funds and large institutions have $9.02M invested in Eaton Vance California Municipal Income Trust in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

14% more capital invested

Capital invested by funds: $7.94M → $9.02M (+$1.08M)

6% more funds holding

Funds holding: 17 → 18 (+1)

0.91% more ownership

Funds ownership: 8.36% → 9.27% (+0.91%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$458K
2
AAM
Advisors Asset Management
Colorado
+$190K
3
GC
Guggenheim Capital
Illinois
+$154K
4
UBS Group
UBS Group
Switzerland
+$119K
5
Citigroup
Citigroup
New York
+$38.8K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$151K
2
Bank of America
Bank of America
North Carolina
-$89.2K
3
LPL Financial
LPL Financial
California
-$72.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.51M +$190K +14,264 +8%
Morgan Stanley
2
Morgan Stanley
New York
$2.18M -$151K -11,294 -6%
GC
3
Guggenheim Capital
Illinois
$1.01M +$154K +11,528 +18%
Invesco
4
Invesco
Georgia
$595K +$458K +34,300 +342%
UBS Group
5
UBS Group
Switzerland
$453K +$119K +8,937 +36%
LPL Financial
6
LPL Financial
California
$375K -$72.8K -5,455 -16%
HCM
7
Hollencrest Capital Management
California
$331K – – –
RJFSA
8
Raymond James Financial Services Advisors
Florida
$319K – – –
TCM
9
Tradewinds Capital Management
Washington
$299K – – –
Wells Fargo
10
Wells Fargo
California
$237K +$22.5K +1,686 +11%
IWMPD
11
Integrated Wealth Management (Palm Desert)
California
$208K +$208K +15,573 New
Bank of America
12
Bank of America
North Carolina
$142K -$89.2K -6,677 -39%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$101K – – –
WT
14
Whittier Trust
California
$78K – – –
DADC
15
D.A. Davidson & Co
Montana
$66K – – –
Citigroup
16
Citigroup
New York
$51K +$38.8K +2,905 +323%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$46K – – –
EMA
18
Efficient Market Advisors
California
$15K – – –

CEV Hedge Fund Activity: Q1 2015 in Review

18 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q1 2015, worth a combined $9.02M — up 14% from $7.94M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new CEV positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.

The largest buyer was Invesco, adding an estimated $458K. The largest seller was Morgan Stanley, cutting an estimated $151K.

  • 18 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q1 2015, up from 17 in Q4 2014.
  • Funds reported $9.02M of Eaton Vance California Municipal Income Trust stock for Q1 2015, up 14% quarter-over-quarter.
  • 1 fund opened new Eaton Vance California Municipal Income Trust positions in Q1 2015 and 0 closed out, a net change of +1 holder.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q1 2015 was Invesco, an estimated $458K added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q1 2015 was Morgan Stanley, an estimated $151K sold.

Based on aggregated 13F filings for Q1 2015.