We are live on ! Find out more
CEV

Eaton Vance California Municipal Income Trust

28 hedge funds and large institutions have $19.8M invested in Eaton Vance California Municipal Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

12% more funds holding

Funds holding: 2528 (+3)

5% more capital invested

Capital invested by funds: $18.8M → $19.8M (+$983K)

3.97% more ownership

Funds ownership: 26.83%30.8% (+4%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$5.9M +$676K +69,042 +12%
LSC
2
Logan Stone Capital
Illinois
$1.78M +$533K +54,427 +39%
RCM
3
Rivernorth Capital Management
Florida
$1.67M +$1.61M +163,968 +885%
AAM
4
Advisors Asset Management
Colorado
$1.61M -$76.3K -7,793 -4%
GC
5
Guggenheim Capital
Illinois
$1.3M -$167K -17,028 -11%
AC
6
Almitas Capital
California
$1.2M +$384K +39,231 +43%
MC
7
Matisse Capital
Oregon
$982K
Morgan Stanley
8
Morgan Stanley
New York
$909K -$35.1K -3,581 -3%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$659K -$142K -14,467 -17%
SIA
10
Sit Investment Associates
Minnesota
$651K +$149K +15,221 +27%
Osaic Holdings
11
Osaic Holdings
Arizona
$532K +$29.4K +3,000 +5%
VCM
12
Vivaldi Capital Management
Illinois
$468K -$4.49K -459 -0.9%
CW
13
Channel Wealth
California
$276K -$105K -10,730 -26%
UBS Group
14
UBS Group
Switzerland
$224K +$2.81K +287 +1%
FPCP
15
Fort Point Capital Partners
California
$191K +$204K +20,817 New
RJA
16
Raymond James & Associates
Florida
$190K +$73.4K +7,500 +57%
LPL Financial
17
LPL Financial
California
$189K +$73.5K +7,505 +57%
MWM
18
Melfa Wealth Management
Massachusetts
$187K +$989 +101 +0.5%
FAT
19
First American Trust
California
$183K
AWS
20
Atria Wealth Solutions
New York
$183K +$196K +20,000 New
Wells Fargo
21
Wells Fargo
California
$178K +$10 +1 +0%
WANY
22
Wealthspire Advisors (New York)
New York
$132K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$98.5K +$105K +10,757 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$45K
JP Morgan Chase
25
JP Morgan Chase
New York
$33.5K +$35.8K +3,657 New

CEV Hedge Fund Activity: Q3 2023 in Review

28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q3 2023, worth a combined $19.8M — up 5.2% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CEV positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.61M. The largest seller was Snowden Capital Advisors, exiting entirely with an estimated $644K sold.

  • 28 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q3 2023, up from 25 in Q2 2023.
  • Funds reported $19.8M of Eaton Vance California Municipal Income Trust stock for Q3 2023, up 5.2% quarter-over-quarter.
  • 5 funds opened new Eaton Vance California Municipal Income Trust positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q3 2023 was Rivernorth Capital Management, an estimated $1.61M added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q3 2023 was Snowden Capital Advisors, an estimated $644K sold.

Based on aggregated 13F filings for Q3 2023.