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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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53 hedge funds and large institutions have $44.7M invested in Pimco California Municipal Income Fund II in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $26.1M → $44.7M (+$18.6M)

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more funds holding

Funds holding: 47 → 53 (+6)

5.61% more ownership

Funds ownership: 16.16% → 21.77% (+5.6%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
16
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.53M
2
LSC
Logan Stone Capital
Illinois
+$1.54M
3
MC
Matisse Capital
Oregon
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$1.33M
5
DAS
Dynamic Advisor Solutions
Arizona
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$2.41M
2
EW
Evoke Wealth
California
-$323K
3
KWA
Kingswood Wealth Advisors
California
-$254K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$249K
5
CWM
Cornerstone Wealth Management
Missouri
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
51
Caldwell Sutter Capital
California
$7.06K -$9.58K -1,782 -59%
FIA
52
FNY Investment Advisers
New York
$3K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$6 +$5 +1 New
KWA
54
Kingswood Wealth Advisors
California
– -$254K -50,645 Closed
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
– -$249K -49,539 Closed
CWM
56
Cornerstone Wealth Management
Missouri
– -$238K -47,492 Closed
AWM
57
Apollon Wealth Management
South Carolina
– -$200K -39,875 Closed
BI
58
Bramshill Investments
Florida
– -$126K -25,000 Closed
Cerity Partners
59
Cerity Partners
New York
– -$100K -20,000 Closed
KIM
60
Karpus Investment Management
New York
– -$94.7K -18,857 Closed
FFA
61
First Foundation Advisors
California
– -$64.1K -12,761 Closed
HCM
62
Hollencrest Capital Management
California
– -$54.2K -10,800 Closed
WDC
63
Woodward Diversified Capital
California
– -$52.3K -10,408 Closed
1 2
3

PCK Hedge Fund Activity: Q4 2023 in Review

53 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund II (PCK) for Q4 2023, worth a combined $44.7M — up 71% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PCK positions and 10 closed out — a net gain of 6 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $3.53M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.41M.

  • 53 institutional investors held Pimco California Municipal Income Fund II (PCK) as of Q4 2023, up from 47 in Q3 2023.
  • Funds reported $44.7M of Pimco California Municipal Income Fund II stock for Q4 2023, up 71% quarter-over-quarter.
  • 16 funds opened new Pimco California Municipal Income Fund II positions in Q4 2023 and 10 closed out, a net change of +6 holders.
  • The largest Pimco California Municipal Income Fund II buyer in Q4 2023 was Fiera Capital (Canada), an estimated $3.53M added.
  • The largest Pimco California Municipal Income Fund II seller in Q4 2023 was Rivernorth Capital Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2023.