PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.69%
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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.65M
2
MWM
2
Melfa Wealth Management
Massachusetts
$1.15M
3
AAM
3
Advisors Asset Management
Colorado
$476K
4
WAM
4
Wolverine Asset Management
Illinois
$1.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$212K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.82M
2
ACA
2
Ackerman Capital Advisors
Texas
$2.17M
3
RCM
3
Rivernorth Capital Management
Florida
$4.91M
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
GC
5
Guggenheim Capital
Illinois
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$208K 24,946 – –
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$188K 22,500 +22,500 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$182K 21,878 – –
FAIM
29
Financial Advocates Investment Management
Washington
$168K 20,200 +20,200 New
Creative Planning
30
Creative Planning
Kansas
$140K 16,750 – –
AWS
31
Atria Wealth Solutions
New York
$117K 13,950 -2,100 -13%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$109K 13,099 +13,099 New
SIA
33
Sit Investment Associates
Minnesota
$107K 12,800 – –
HighTower Advisors
34
HighTower Advisors
Illinois
$91K 10,940 -4,000 -27%
MBTD
35
Mechanics Bank - Trust Department
California
$84.2K 10,100 – –
CAL
36
Capital Analysts LLC
Pennsylvania
$60K 7,192 +7,192 New
GWM
37
Geneos Wealth Management
Colorado
$30.9K 3,700 +3,700 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$17K 2,000 – –
Comerica Bank
39
Comerica Bank
Texas
$16.7K 2,000 +2,000 New
IPW
40
Impact Partnership Wealth
Georgia
$8.34K 1,000 +1,000 New
US Bancorp
41
US Bancorp
Minnesota
$2.5K 300 – –
FIA
42
FNY Investment Advisers
New York
$1K 200 – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$8 1 +1 New
DADC
44
D.A. Davidson & Co
Montana
– – -13,615 Closed
IGWM
45
ICA Group Wealth Management
Colorado
– – -1,820 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2