PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

47 hedge funds and large institutions have $33.8M invested in Pimco California Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$968K
2
AAM
2
Advisors Asset Management
Colorado
$2.69M
3
PI
3
PFG Investments
New York
$433K
4
WAM
4
Wolverine Asset Management
Illinois
$1.25M
5
MBTD
5
Mechanics Bank - Trust Department
California
$104K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35M
2
BI
2
Bramshill Investments
Florida
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$484K
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$3.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$111K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$239K 25,522 +277 +1%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$237K 22,626 +4,172 +23%
TC
28
TownSquare Capital
Utah
$233K 24,946 – –
BTWM
29
Baker Tilly Wealth Management
Wisconsin
$233K 24,946 – –
RCG
30
Regatta Capital Group
California
$209K 22,316 – –
IWC
31
Integrated Wealth Concepts
Massachusetts
$205K 21,878 – –
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$192K 20,500 – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$191K 20,455 +140 +0.7%
Nomura Holdings
34
Nomura Holdings
Japan
$168K 17,902 +7,502 +72%
WS
35
Wedbush Securities
California
$167K 17,829 +3,004 +20%
AWS
36
Atria Wealth Solutions
New York
$131K 13,919 -16 -0.1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$111K 11,872 -38,800 -77%
MBTD
38
Mechanics Bank - Trust Department
California
$104K 11,100 +11,100 New
HighTower Advisors
39
HighTower Advisors
Illinois
$101K 10,948 +8 +0.1%
SQA
40
Simon Quick Advisors
New Jersey
$96.5K 10,307 +10,307 New
HCM
41
Hollencrest Capital Management
California
$62.3K 6,655 – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$35.4K 3,781 +3,781 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$19K 2,000 – –
UB
44
UMB Bank
Missouri
$13.6K 1,456 -278 -16%
US Bancorp
45
US Bancorp
Minnesota
$2.81K 300 – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$9 1 +1 New
FIA
47
FNY Investment Advisers
New York
$1 200 – –
BI
48
Bramshill Investments
Florida
– – -133,050 Closed
EC
49
Elequin Capital
New York
– – -25,636 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– – -25,090 Closed
1
2
3