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PCQ

Pimco California Municipal Income Fund
PCQ

33 hedge funds and large institutions have $26.2M invested in Pimco California Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 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

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

24% more capital invested

Capital invested by funds: $21.1M → $26.2M (+$5.14M)

18% more funds holding

Funds holding: 28 → 33 (+5)

1.24% more ownership

Funds ownership: 7.96% → 9.2% (+1.2%)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.25M
2
LPL Financial
LPL Financial
California
+$1.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$582K
4
RCG
Regatta Capital Group
California
+$474K
5
LNC
Lincoln National Corp
Pennsylvania
+$301K

Top Sellers

1
WWM
Western Wealth Management
Colorado
-$245K
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$158K
3
MBTD
Mechanics Bank - Trust Department
California
-$76.5K
4
Osaic Holdings
Osaic Holdings
Arizona
-$72.5K
5
EW
Evoke Wealth
California
-$68.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
26
U.S. Capital Wealth Advisors
Texas
$53.2K +$52.9K +3,527 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$30K – – –
RFA
28
Resurgent Financial Advisors
Georgia
$28.4K +$28.3K +1,887 New
IGWM
29
ICA Group Wealth Management
Colorado
$27.4K +$27.3K +1,820 New
ASN
30
Advisory Services Network
Georgia
$22.5K +$22.4K +1,491 New
AF
31
Allworth Financial
California
$21.2K – – –
JP Morgan Chase
32
JP Morgan Chase
New York
$21K +$21.1K +1,408 New
BAM
33
Belpointe Asset Management
Nevada
$16K +$15.9K +1,063 New
WWM
34
Western Wealth Management
Colorado
– -$245K -17,650 Closed
GKWIM
35
Gerber Kawasaki Wealth & Investment Management
California
– -$158K -11,470 Closed
FIA
36
FNY Investment Advisers
New York
– -$2K -200 Closed
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