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PCK

Pimco California Municipal Income Fund II
PCK

Delisted

PCK was delisted on the 1st of August, 2025.

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47 hedge funds and large institutions have $26.1M invested in Pimco California Municipal Income Fund II in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

12% more funds holding

Funds holding: 42 → 47 (+5)

0.51% less ownership

Funds ownership: 16.67% → 16.16% (-0.51%)

18% less capital invested

Capital invested by funds: $32M → $26.1M (-$5.85M)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.26M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$495K
3
KWA
Kingswood Wealth Advisors
California
+$289K
4
ACA
Ackerman Capital Advisors
Texas
+$244K
5
AA
AQR Arbitrage
Connecticut
+$214K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$2.88M
2
Morgan Stanley
Morgan Stanley
New York
-$1.25M
3
SCA
Snowden Capital Advisors
New York
-$382K
4
AWM
Apollon Wealth Management
South Carolina
-$191K
5
Financial Engines Advisors
Financial Engines Advisors
California
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$176K +$51 +9 +0%
LPL Financial
27
LPL Financial
California
$138K +$24.5K +4,291 +19%
BI
28
Bramshill Investments
Florida
$126K +$143K +25,000 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$116K +$132K +23,170 New
PFA
30
Pure Financial Advisors
California
$106K +$9.31K +1,633 +8%
Cerity Partners
31
Cerity Partners
New York
$100K – – –
AWS
32
Atria Wealth Solutions
New York
$99.6K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$94.8K +$108K +18,878 New
KIM
34
Karpus Investment Management
New York
$94.7K +$108K +18,857 New
MC
35
Matisse Capital
Oregon
$87.4K +$99.3K +17,408 New
SIA
36
Sit Investment Associates
Minnesota
$82K +$45.6K +8,000 +96%
LSC
37
Logan Stone Capital
Illinois
$69.6K -$17K -2,975 -18%
TWP
38
Tempus Wealth Planning
California
$68.2K – – –
WWM
39
Western Wealth Management
Colorado
$65.1K – – –
FFA
40
First Foundation Advisors
California
$64.1K – – –
HCM
41
Hollencrest Capital Management
California
$54.2K – – –
WDC
42
Woodward Diversified Capital
California
$52.3K -$6 -1 -0%
DADC
43
D.A. Davidson & Co
Montana
$51.8K -$9.73K -1,707 -14%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$36K -$95.6K -16,760 -70%
TIM
45
Tortoise Investment Management
New York
$22.6K – – –
CSC
46
Caldwell Sutter Capital
California
$15.1K – – –
FIA
47
FNY Investment Advisers
New York
$3K – – –
RCM
48
Robinson Capital Management
Michigan
– -$2.88M -480,226 Closed
SCA
49
Snowden Capital Advisors
New York
– -$382K -64,141 Closed
Financial Engines Advisors
50
Financial Engines Advisors
California
– -$115K -19,246 Closed
1
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PCK Hedge Fund Activity: Q3 2023 in Review

47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund II (PCK) for Q3 2023, worth a combined $26.1M — down 18% from $32M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PCK positions and 3 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.26M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $2.88M sold.

  • 47 institutional investors held Pimco California Municipal Income Fund II (PCK) as of Q3 2023, up from 42 in Q2 2023.
  • Funds reported $26.1M of Pimco California Municipal Income Fund II stock for Q3 2023, down 18% quarter-over-quarter.
  • 8 funds opened new Pimco California Municipal Income Fund II positions in Q3 2023 and 3 closed out, a net change of +5 holders.
  • The largest Pimco California Municipal Income Fund II buyer in Q3 2023 was Wells Fargo, an estimated $1.26M added.
  • The largest Pimco California Municipal Income Fund II seller in Q3 2023 was Robinson Capital Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2023.