CEV

Eaton Vance California Municipal Income Trust
CEV

Overview Fund Activity

25 hedge funds and large institutions have $16.2M invested in Eaton Vance California Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
1
Increased
7
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$3.21M
2
KAS
2
Kestra Advisory Services
Texas
$219K
3
UBS Group
3
UBS Group
Switzerland
$1.16M
4
Wells Fargo
4
Wells Fargo
California
$899K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$203K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$1.09M
2
KIM
2
Karpus Investment Management
New York
$0
3
WAM
3
Wolverine Asset Management
Illinois
$21K
4
WT
4
Whittier Trust
California
$115K
5
GC
5
Guggenheim Capital
Illinois
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$3.21M 235,293 +26,045 +12%
GC
2
Guggenheim Capital
Illinois
$1.59M 116,612 -26,777 -19%
Bank of America
3
Bank of America
North Carolina
$1.49M 109,615 -5,264 -5%
RCM
4
Rivernorth Capital Management
Florida
$1.34M 98,701 -9,228 -9%
Morgan Stanley
5
Morgan Stanley
New York
$1.2M 88,199 +2,969 +3%
UBS Group
6
UBS Group
Switzerland
$1.16M 85,046 +10,962 +15%
FFA
7
First Foundation Advisors
California
$1.09M 80,210 -91,193 -53%
Wells Fargo
8
Wells Fargo
California
$899K 66,002 +4,100 +7%
MC
9
Matisse Capital
Oregon
$787K 57,800 – –
RCM
10
Robinson Capital Management
Michigan
$771K 56,632 -26,438 -32%
C
11
Certuity
Florida
$458K 33,600 – –
Invesco
12
Invesco
Georgia
$325K 23,860 -8,664 -27%
FAT
13
First American Trust
California
$313K 23,000 -4,350 -16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$291K 21,400 +1,000 +5%
KAS
15
Kestra Advisory Services
Texas
$219K 16,110 +16,110 New
LC
16
Lindbrook Capital
California
$204K 15,000 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$203K 14,900 +3,500 +31%
FFG
18
Ford Financial Group
California
$149K 11,000 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$144K 10,557 – –
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$120K 8,782 +241 +3%
WT
21
Whittier Trust
California
$115K 8,408 -31,723 -79%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$35K 2,551 -1,834 -42%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$33K 2,410 – –
NAM
24
Newfleet Asset Management
Connecticut
$33K 2,410 – –
WAM
25
Wolverine Asset Management
Illinois
$21K 1,614 -40,397 -96%
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