PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

52 hedge funds and large institutions have $38.1M invested in Pimco California Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+9
Holders Change %
+20.93%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
10
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.61M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$2M
3
WN
3
Williams & Novak
California
$2M
4
AAM
4
Advisors Asset Management
Colorado
$2.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.67M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.19M
2
LPL Financial
2
LPL Financial
California
$441K
3
ACA
3
Ackerman Capital Advisors
Texas
$1.13M
4
RCM
4
Robinson Capital Management
Michigan
$1.38M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$257K 27,621 +880 +3%
EC
27
Elequin Capital
New York
$239K 25,636 +25,636 New
UBS Group
28
UBS Group
Switzerland
$235K 25,245 -1,651 -6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$234K 25,090 -288 -1%
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$232K 24,946 – –
TC
31
TownSquare Capital
Utah
$232K 24,946 – –
RCG
32
Regatta Capital Group
California
$208K 22,316 -3,897 -15%
IWC
33
Integrated Wealth Concepts
Massachusetts
$204K 21,878 – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$197K 18,454 +18,454 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$191K 20,500 -2,000 -9%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$189K 20,315 -4,951 -20%
TSS
37
Two Sigma Securities
New York
$153K 16,432 +16,432 New
WS
38
Wedbush Securities
California
$138K 14,825 +14,825 New
AWS
39
Atria Wealth Solutions
New York
$130K 13,935 -15 -0.1%
SIA
40
Sit Investment Associates
Minnesota
$119K 12,800 – –
HighTower Advisors
41
HighTower Advisors
Illinois
$102K 10,940 – –
Creative Planning
42
Creative Planning
Kansas
$98.9K 10,609 -6,141 -37%
Nomura Holdings
43
Nomura Holdings
Japan
$96.9K 10,400 +10,400 New
HCM
44
Hollencrest Capital Management
California
$62K 6,655 +6,655 New
GWM
45
Geneos Wealth Management
Colorado
$34.5K 3,700 – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$19K 2,000 – –
Comerica Bank
47
Comerica Bank
Texas
$18.6K 2,000 – –
IGWM
48
ICA Group Wealth Management
Colorado
$17K 1,820 +1,820 New
ASN
49
Advisory Services Network
Georgia
$16.8K 1,803 +1,803 New
UB
50
UMB Bank
Missouri
$16.2K 1,734 +1,734 New
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2
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