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PCQ

Pimco California Municipal Income Fund

43 hedge funds and large institutions have $27.4M invested in Pimco California Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

23% more funds holding

Funds holding: 3543 (+8)

1.57% more ownership

Funds ownership: 15.74%17.32% (+1.6%)

6% less capital invested

Capital invested by funds: $29.3M → $27.4M (-$1.88M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TownSquare Capital
Utah
$208K
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$188K +$215K +22,500 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$182K
FAIM
29
Financial Advocates Investment Management
Washington
$168K +$193K +20,200 New
Creative Planning
30
Creative Planning
Kansas
$140K
AWS
31
Atria Wealth Solutions
New York
$117K -$20K -2,100 -13%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$109K +$125K +13,099 New
SIA
33
Sit Investment Associates
Minnesota
$107K
HighTower Advisors
34
HighTower Advisors
Illinois
$91K -$38.1K -4,000 -27%
MBTD
35
Mechanics Bank - Trust Department
California
$84.2K
CAL
36
Capital Analysts LLC
Pennsylvania
$60K +$68.6K +7,192 New
GWM
37
Geneos Wealth Management
Colorado
$30.9K +$35.3K +3,700 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$17K
Comerica Bank
39
Comerica Bank
Texas
$16.7K +$19.1K +2,000 New
IPW
40
Impact Partnership Wealth
Georgia
$8.34K +$9.54K +1,000 New
US Bancorp
41
US Bancorp
Minnesota
$2.5K
FIA
42
FNY Investment Advisers
New York
$1K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$8 +$10 +1 New
DADC
44
D.A. Davidson & Co
Montana
-$133K -13,615 Closed
IGWM
45
ICA Group Wealth Management
Colorado
-$17.8K -1,820 Closed