Eaton Vance California Municipal Income Trust
19 hedge funds and large institutions have $11.2M invested in Eaton Vance California Municipal Income Trust in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
30% more capital invested
Capital invested by funds: $8.63M → $11.2M (+$2.61M)
2.3% more ownership
Funds ownership: 9.53% → 11.83% (+2.3%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$1.46M |
| 2 |
SCA
Samson Capital Advisors
New York
|
+$639K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$617K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$157K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$448K |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$240K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$237K |
| 4 |
LPL Financial
San Diego,
California
|
-$97.1K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$52K |
CEV Hedge Fund Activity: Q3 2015 in Review
19 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q3 2015, worth a combined $11.2M — up 30% from $8.63M a quarter earlier.
Fund positioning in CEV was balanced in Q3 2015: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 3 trimmed.
The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $1.46M. The largest seller was Morgan Stanley, cutting an estimated $448K.
- 19 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $11.2M of Eaton Vance California Municipal Income Trust stock for Q3 2015, up 30% quarter-over-quarter.
- 3 funds opened new Eaton Vance California Municipal Income Trust positions in Q3 2015 and 3 closed out, a net change of 0 holders.
- The largest Eaton Vance California Municipal Income Trust buyer in Q3 2015 was CIBC Private Wealth Group, an estimated $1.46M added.
- The largest Eaton Vance California Municipal Income Trust seller in Q3 2015 was Morgan Stanley, an estimated $448K sold.
Based on aggregated 13F filings for Q3 2015.