Who Owns Eaton Vance California Municipal Income Stock?
NYSE: CEVFinanceFinance/Investors ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 16.35%
- Held by insiders
- 0.00%
- Institutional holders
- 37
- Institutions 16.4%
- Insiders 0.0%
- Public and other 83.6%
Who owns Eaton Vance California Municipal Income stock?
Institutional investors own about 16.4% of Eaton Vance California Municipal Income's shares, spread across 37 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of CEV.
The largest institutional holders are LPL Financial LLC (1.92%), Morgan Stanley (1.91%) and Rockefeller Capital Management L.P. (1.71%). Together, the top 10 institutions control 11.8% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their CEV positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CEV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| LPL Financial LLC | 134.77K | 1.92% | +0.2% |
| Morgan Stanley | 134.12K | 1.91% | +13.6% |
| Rockefeller Capital Management L.P. | 120.43K | 1.71% | 0.0% |
| Guggenheim Capital, LLC | 84.18K | 1.20% | -50.1% |
| WESCAP Management Group, Inc. | 65.84K | 0.94% | +31.1% |
| Wedbush Securities Inc | 65.75K | 0.93% | +25.3% |
| Cypress Wealth Services, LLC | 63.48K | 0.90% | +7.4% |
| Raymond James Financial, Inc. | 56.52K | 0.80% | -6.1% |
| Atala Financial Inc | 52.58K | 0.75% | 0.0% |
| Wells Fargo & Company | 49.03K | 0.70% | -2.3% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CEV
| Fund | Shares | % Held |
|---|---|---|
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 206 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 74 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Eaton Vance California Municipal Income?
LPL Financial LLC is the largest institutional shareholder of CEV, owning 1.92% of shares outstanding (134.77K shares) as of its latest 13F filing.
What percentage of Eaton Vance California Municipal Income is owned by institutions?
Institutions own about 16.4% of CEV shares and 16.4% of the public float.
How much of Eaton Vance California Municipal Income do insiders own?
Insiders, such as officers and directors, own about 0.00% of CEV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.