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PCK

Pimco California Municipal Income Fund II

Delisted

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

42 hedge funds and large institutions have $28.4M invested in Pimco California Municipal Income Fund II in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

40% more funds holding

Funds holding: 3042 (+12)

30% more capital invested

Capital invested by funds: $21.9M → $28.4M (+$6.51M)

4.44% more ownership

Funds ownership: 10%14.43% (+4.4%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
42
Holders Change
+12
Holders Change %
+40%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
9
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$5.24M +$5.26M +844,746 New
AAM
2
Advisors Asset Management
Colorado
$4.19M +$355K +56,922 +9%
GC
3
Guggenheim Capital
Illinois
$3.38M +$174K +27,940 +5%
Morgan Stanley
4
Morgan Stanley
New York
$3.25M -$71.7K -11,503 -2%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.92M +$376K +60,300 +24%
UBS Group
6
UBS Group
Switzerland
$1.1M -$415K -66,536 -27%
COLIM
7
City of London Investment Management
United Kingdom
$1.03M +$1.03M +165,754 New
ACA
8
Ackerman Capital Advisors
Texas
$874K +$878K +140,893 New
Osaic Holdings
9
Osaic Holdings
Arizona
$764K +$1.87K +300 +0.2%
EW
10
Evoke Wealth
California
$622K +$44.5K +7,140 +8%
RCM
11
Robinson Capital Management
Michigan
$585K +$601K +96,430 New
CWP
12
Core Wealth Partners
California
$563K +$566K +90,768 New
AWM
13
Apollon Wealth Management
South Carolina
$455K
VCM
14
Vivaldi Capital Management
Illinois
$435K +$437K +70,108 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$411K +$148K +23,766 +56%
SCA
16
Snowden Capital Advisors
New York
$398K
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$388K -$18.3K -2,941 -4%
Bank of America
18
Bank of America
North Carolina
$342K +$269K +43,179 +358%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$332K -$95.3K -15,283 -22%
IWC
20
Integrated Wealth Concepts
Massachusetts
$292K +$294K +47,144 New
Wells Fargo
21
Wells Fargo
California
$208K -$62.3K -10,001 -23%
WAM
22
Wolverine Asset Management
Illinois
$208K +$209K +33,520 New
Cerity Partners
23
Cerity Partners
New York
$124K +$125K +20,000 New
PFA
24
Pure Financial Advisors
California
$120K
AWS
25
Atria Wealth Solutions
New York
$112K -$554K -88,870 -83%

PCK Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund II (PCK) for Q1 2023, worth a combined $28.4M — up 30% from $21.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PCK positions and 1 closed out — a net gain of 14 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.26M. The largest seller was Atria Wealth Solutions, cutting an estimated $554K.

  • 42 institutional investors held Pimco California Municipal Income Fund II (PCK) as of Q1 2023, up from 30 in Q4 2022.
  • Funds reported $28.4M of Pimco California Municipal Income Fund II stock for Q1 2023, up 30% quarter-over-quarter.
  • 15 funds opened new Pimco California Municipal Income Fund II positions in Q1 2023 and 1 closed out, a net change of +14 holders.
  • The largest Pimco California Municipal Income Fund II buyer in Q1 2023 was Rivernorth Capital Management, an estimated $5.26M added.
  • The largest Pimco California Municipal Income Fund II seller in Q1 2023 was Atria Wealth Solutions, an estimated $554K sold.

Based on aggregated 13F filings for Q1 2023.