We are live on ! Find out more
PCK

Pimco California Municipal Income Fund II
PCK

Delisted

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

Back to rankings

50 hedge funds and large institutions have $46.4M invested in Pimco California Municipal Income Fund II in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $44.1M → $46.4M (+$2.31M)

4% more funds holding

Funds holding: 48 → 50 (+2)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.45% less ownership

Funds ownership: 23.38% → 22.93% (-0.45%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$790K
2
RP
Riverbridge Partners
Minnesota
+$694K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$523K
4
SCM
Saba Capital Management
New York
+$404K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$360K

Top Sellers

Rank Fund Capital Flow
1
ACA
Ackerman Capital Advisors
Texas
-$1.4M
2
DAS
Dynamic Advisor Solutions
Arizona
-$1.39M
3
RCM
Rivernorth Capital Management
Florida
-$931K
4
LCM
Landscape Capital Management
New Jersey
-$222K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$267K -$222K -36,936 -46%
RJA
27
Raymond James & Associates
Florida
$248K -$23.5K -3,910 -9%
IWC
28
Integrated Wealth Concepts
Massachusetts
$219K +$42 +7 +0%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$156K -$23.7K -3,956 -14%
AWS
30
Atria Wealth Solutions
New York
$151K -$5.4K -900 -4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$151K +$1.46K +244 +1%
Bank of America
32
Bank of America
North Carolina
$148K +$24K +4,000 +20%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$138K +$132K +21,930 New
LPL Financial
34
LPL Financial
California
$137K -$43.9K -7,321 -25%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$127K – – –
PFA
36
Pure Financial Advisors
California
$122K – – –
Creative Planning
37
Creative Planning
Kansas
$101K +$846 +141 +0.9%
MAM
38
Morse Asset Management
Connecticut
$100K +$96K +16,002 New
WWM
39
Western Wealth Management
Colorado
$81.5K +$77.9K +12,975 New
MWM
40
Melfa Wealth Management
Massachusetts
$75.7K – – –
SQA
41
Simon Quick Advisors
New Jersey
$72.9K +$4.45K +741 +7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$70K – – –
TIM
43
Tortoise Investment Management
New York
$61.6K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$21.4K – – –
RIL
45
Rothschild Investment LLC
Illinois
$13.8K – – –
UB
46
UMB Bank
Missouri
$9.49K – – –
CSC
47
Caldwell Sutter Capital
California
$7.65K – – –
NB
48
NBT Bank
New York
$7.1K +$6.79K +1,131 New
WT
49
Whittier Trust
California
$3.47K +$3.31K +552 New
FIA
50
FNY Investment Advisers
New York
$3K +$3.6K +600 New
1
2
3

PCK Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund II (PCK) for Q3 2024, worth a combined $46.4M — up 5.2% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PCK positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $790K. The largest seller was Ackerman Capital Advisors, exiting entirely with an estimated $1.4M sold.

  • 50 institutional investors held Pimco California Municipal Income Fund II (PCK) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $46.4M of Pimco California Municipal Income Fund II stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 8 funds opened new Pimco California Municipal Income Fund II positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest Pimco California Municipal Income Fund II buyer in Q3 2024 was Sit Investment Associates, an estimated $790K added.
  • The largest Pimco California Municipal Income Fund II seller in Q3 2024 was Ackerman Capital Advisors, an estimated $1.4M sold.

Based on aggregated 13F filings for Q3 2024.