We are live on ! Find out more
CEV

Eaton Vance California Municipal Income Trust

25 hedge funds and large institutions have $18.8M invested in Eaton Vance California Municipal Income Trust in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $18.7M → $18.8M (+$176K)

0.64% more ownership

Funds ownership: 26.18%26.83% (+0.64%)

7% less funds holding

Funds holding: 2725 (-2)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.75M +$492K +49,072 +9%
AAM
2
Advisors Asset Management
Colorado
$1.83M -$40.9K -4,076 -2%
GC
3
Guggenheim Capital
Illinois
$1.58M -$13.5K -1,349 -0.8%
LSC
4
Logan Stone Capital
Illinois
$1.4M +$93.8K +9,350 +7%
MC
5
Matisse Capital
Oregon
$1.07M
Morgan Stanley
6
Morgan Stanley
New York
$1.03M -$96.8K -9,651 -9%
AC
7
Almitas Capital
California
$934K +$601K +59,940 +188%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$863K -$502K -50,015 -37%
SCA
9
Snowden Capital Advisors
New York
$644K +$31.3K +3,119 +5%
SIA
10
Sit Investment Associates
Minnesota
$558K
Osaic Holdings
11
Osaic Holdings
Arizona
$550K -$5.02K -500 -0.9%
VCM
12
Vivaldi Capital Management
Illinois
$515K -$1.84K -183 -0.4%
CW
13
Channel Wealth
California
$408K -$110K -11,008 -21%
UBS Group
14
UBS Group
Switzerland
$241K -$6.14K -612 -2%
MWM
15
Melfa Wealth Management
Massachusetts
$203K +$1.06K +106 +0.5%
FAT
16
First American Trust
California
$200K
Wells Fargo
17
Wells Fargo
California
$194K +$5.02K +500 +3%
RCM
18
Rivernorth Capital Management
Florida
$185K +$186K +18,518 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$158K +$5.02K +500 +3%
WANY
20
Wealthspire Advisors (New York)
New York
$144K
RJA
21
Raymond James & Associates
Florida
$132K -$30.1K -3,000 -19%
LPL Financial
22
LPL Financial
California
$131K +$22.7K +2,267 +21%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$49K
HCM
24
Hollencrest Capital Management
California
$44.6K
WT
25
Whittier Trust
California
$38.8K -$33.1K -3,299 -46%

CEV Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q2 2023, worth a combined $18.8M — up 0.94% from $18.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CEV and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was Almitas Capital, adding an estimated $601K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $502K.

  • 25 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q2 2023, down from 27 in Q1 2023.
  • Funds reported $18.8M of Eaton Vance California Municipal Income Trust stock for Q2 2023, up 0.94% quarter-over-quarter.
  • 1 fund opened new Eaton Vance California Municipal Income Trust positions in Q2 2023 and 3 closed out, a net change of -2 holders.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q2 2023 was Almitas Capital, an estimated $601K added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q2 2023 was Hennion & Walsh Asset Management, an estimated $502K sold.

Based on aggregated 13F filings for Q2 2023.