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PCQ

Pimco California Municipal Income Fund

53 hedge funds and large institutions have $38.2M invested in Pimco California Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

40% more capital invested

Capital invested by funds: $27.4M → $38.2M (+$10.8M)

23% more funds holding

Funds holding: 4353 (+10)

4.3% more ownership

Funds ownership: 17.32%21.62% (+4.3%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
10
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$257K +$7.83K +880 +3%
EC
27
Elequin Capital
New York
$239K +$228K +25,636 New
UBS Group
28
UBS Group
Switzerland
$235K -$14.7K -1,651 -6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$234K -$2.56K -288 -1%
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$232K
TC
31
TownSquare Capital
Utah
$232K
RCG
32
Regatta Capital Group
California
$208K -$34.7K -3,897 -15%
IWC
33
Integrated Wealth Concepts
Massachusetts
$204K
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$197K +$164K +18,454 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$191K -$17.8K -2,000 -9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$189K -$44.1K -4,951 -20%
MG
37
Marex Group
$164K +$156K +17,560 New
TSS
38
Two Sigma Securities
New York
$153K +$146K +16,432 New
WS
39
Wedbush Securities
California
$138K +$132K +14,825 New
AWS
40
Atria Wealth Solutions
New York
$130K -$134 -15 -0.1%
SIA
41
Sit Investment Associates
Minnesota
$119K
HighTower Advisors
42
HighTower Advisors
Illinois
$102K
Creative Planning
43
Creative Planning
Kansas
$98.9K -$54.7K -6,141 -37%
Nomura Holdings
44
Nomura Holdings
Japan
$96.9K +$92.6K +10,400 New
HCM
45
Hollencrest Capital Management
California
$62K +$59.3K +6,655 New
GWM
46
Geneos Wealth Management
Colorado
$34.5K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$19K
Comerica Bank
48
Comerica Bank
Texas
$18.6K
IGWM
49
ICA Group Wealth Management
Colorado
$17K +$16.2K +1,820 New
ASN
50
Advisory Services Network
Georgia
$16.8K +$16.1K +1,803 New