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CEV

Eaton Vance California Municipal Income Trust

33 hedge funds and large institutions have $18.1M invested in Eaton Vance California Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

10% more funds holding

Funds holding: 3033 (+3)

3.09% less ownership

Funds ownership: 28.74%25.65% (-3.1%)

17% less capital invested

Capital invested by funds: $22M → $18.1M (-$3.84M)

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
14
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
$6.41M -$1.51M -144,008 -18%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.73M -$192K -18,231 -10%
GC
3
Guggenheim Capital
Illinois
$1.71M +$159K +15,156 +10%
Morgan Stanley
4
Morgan Stanley
New York
$816K -$79K -7,519 -8%
SIA
5
Sit Investment Associates
Minnesota
$793K -$34.5K -3,279 -4%
WAM
6
Wolverine Asset Management
Illinois
$601K +$452K +42,983 +255%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$566K +$1.4K +133 +0.2%
LSC
8
Logan Stone Capital
Illinois
$557K -$306K -29,099 -34%
AAM
9
Advisors Asset Management
Colorado
$536K -$10.1K -963 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$481K +$504K +47,938 New
AC
11
Almitas Capital
California
$436K -$540K -51,401 -54%
VCM
12
Vivaldi Capital Management
Illinois
$399K +$315 +30 +0.1%
LPL Financial
13
LPL Financial
California
$365K -$238K -22,628 -38%
UBS Group
14
UBS Group
Switzerland
$358K -$568 -54 -0.2%
SA
15
Sanctuary Advisors
Indiana
$316K
Wells Fargo
16
Wells Fargo
California
$313K +$7.36K +700 +2%
WANY
17
Wealthspire Advisors (New York)
New York
$243K +$103K +9,805 +68%
MWM
18
Melfa Wealth Management
Massachusetts
$208K
FAT
19
First American Trust
California
$201K
NWM
20
Napa Wealth Management
California
$186K -$200 -19 -0.1%
Mariner
21
Mariner
Kansas
$183K
WA
22
Whipplewood Advisors
Colorado
$169K +$177K +16,804 New
Nomura Holdings
23
Nomura Holdings
Japan
$151K +$158K +15,000 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$118K -$21K -2,000 -15%
GSWM
25
Golden State Wealth Management
California
$90.4K +$94.6K +9,000 New

CEV Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance California Municipal Income Trust (CEV) for Q4 2024, worth a combined $18.1M — down 17% from $22M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CEV positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 14 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $452K. The largest seller was Saba Capital Management, cutting an estimated $1.51M.

  • 33 institutional investors held Eaton Vance California Municipal Income Trust (CEV) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $18.1M of Eaton Vance California Municipal Income Trust stock for Q4 2024, down 17% quarter-over-quarter.
  • 6 funds opened new Eaton Vance California Municipal Income Trust positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Eaton Vance California Municipal Income Trust buyer in Q4 2024 was Wolverine Asset Management, an estimated $452K added.
  • The largest Eaton Vance California Municipal Income Trust seller in Q4 2024 was Saba Capital Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2024.