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PCQ
Pimco California Municipal Income Fund
PCQ
PCQ
29 hedge funds and large institutions have $18M invested in Pimco California Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
11% more capital invested
Capital invested by funds: $16.3M → $18M (+$1.74M)
0.43% more ownership
Funds ownership: 4.89% → 5.32% (+0.43%)
6% less funds holding
Funds holding: 31 → 29 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$781K |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$650K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$256K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$237K |
| 5 |
Morgan Stanley
New York
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WT
26
Whittier Trust
South Pasadena,
California
| $37K | +$36.6K | +2,063 | New |
|
|
LWM
27
Liberty Wealth Management
Oakland,
California
| $29K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $27K | – | – | – |
|
|
ETI
29
Enterprise Trust & Investment
Los Gatos,
California
| $18K | – | – | – |
|
|
AAS
30
Avantax Advisory Services
Dallas,
Texas
| – | -$781K | -44,112 | Closed |
|
|
WS
31
Wedbush Securities
Los Angeles,
California
| – | -$650K | -36,695 | Closed |
|
|
JWCA
32
J.W. Cole Advisors
Tampa,
Florida
| – | -$256K | -14,447 | Closed |
|
|
GC
33
Guggenheim Capital
Chicago,
Illinois
| – | -$237K | -13,364 | Closed |
|
|
PFS
34
Prospera Financial Services
Dallas,
Texas
| – | -$27K | -1,552 | Closed |
|
35
JP Morgan Chase
New York
| – | -$23K | -1,289 | Closed |
|
|
PAM
36
Panagora Asset Management
Boston,
Massachusetts
| – | -$4K | -245 | Closed |
|
|
CPW
37
Catalyst Private Wealth
San Mateo,
California
| – | -$4K | -201 | Closed |
|