CEV

Eaton Vance California Municipal Income Trust
CEV

Overview Fund Activity

29 hedge funds and large institutions have $26.3M invested in Eaton Vance California Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$9.95M
2
SIA
2
Sit Investment Associates
Minnesota
$3.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.1M
4
NWM
4
Napa Wealth Management
California
$665K
5
AC
5
Almitas Capital
California
$1.66M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
AAM
2
Advisors Asset Management
Colorado
$333K
3
GC
3
Guggenheim Capital
Illinois
$1.04M
4
LSC
4
Logan Stone Capital
Illinois
$1.65M
5
CW
5
Channel Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$9.95M 962,212 +317,696 +49%
SIA
2
Sit Investment Associates
Minnesota
$3.26M 315,702 +244,585 +344%
Morgan Stanley
3
Morgan Stanley
New York
$2.1M 202,946 +103,761 +105%
AC
4
Almitas Capital
California
$1.66M 160,109 +28,991 +22%
LSC
5
Logan Stone Capital
Illinois
$1.65M 159,197 -35,583 -18%
MC
6
Matisse Capital
Oregon
$1.11M 107,178 – –
GC
7
Guggenheim Capital
Illinois
$1.04M 100,544 -40,898 -29%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$876K 84,685 +12,772 +18%
NWM
9
Napa Wealth Management
California
$665K 64,334 +64,334 New
Osaic Holdings
10
Osaic Holdings
Arizona
$580K 56,100 -2,000 -3%
VCM
11
Vivaldi Capital Management
Illinois
$518K 48,596 -2,529 -5%
AAM
12
Advisors Asset Management
Colorado
$333K 32,252 -143,063 -82%
AWS
13
Atria Wealth Solutions
New York
$310K 30,000 +10,000 +50%
Wells Fargo
14
Wells Fargo
California
$241K 23,277 +3,799 +20%
RJA
15
Raymond James & Associates
Florida
$239K 23,079 +2,379 +11%
UBS Group
16
UBS Group
Switzerland
$238K 23,037 -1,418 -6%
MWM
17
Melfa Wealth Management
Massachusetts
$213K 20,557 +104 +0.5%
FAT
18
First American Trust
California
$207K 20,000 – –
LPL Financial
19
LPL Financial
California
$198K 19,161 -1,444 -7%
Mariner
20
Mariner
Kansas
$188K 18,212 +18,212 New
WANY
21
Wealthspire Advisors (New York)
New York
$149K 14,391 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$143K 13,825 +8,869 +179%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$132K 12,727 +12,727 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$112K 10,785 +10,785 New
LCM
25
Landscape Capital Management
New Jersey
$109K 10,569 +10,569 New
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