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PCQ

Pimco California Municipal Income Fund

47 hedge funds and large institutions have $33.8M invested in Pimco California Municipal Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $33.8M → $33.8M (+$26.5K)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.12% less ownership

Funds ownership: 19.06%18.94% (-0.12%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
47
Holders Change
Holders Change %
0%
% 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
11
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TownSquare Capital
Utah
$235K
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$227K -$64.3K -6,947 -22%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$217K +$23.1K +2,500 +12%
IWC
29
Integrated Wealth Concepts
Massachusetts
$206K
WS
30
Wedbush Securities
California
$206K +$37.1K +4,012 +23%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$182K -$10.5K -1,136 -6%
Nomura Holdings
32
Nomura Holdings
Japan
$169K
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$155K -$72.3K -7,805 -34%
BWG
34
Beta Wealth Group
California
$145K +$143K +15,409 New
RCG
35
Regatta Capital Group
California
$141K -$67.8K -7,328 -33%
AWS
36
Atria Wealth Solutions
New York
$132K
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$115K +$113K +12,172 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$112K
AA
39
AQR Arbitrage
Connecticut
$109K +$107K +11,576 New
MBTD
40
Mechanics Bank - Trust Department
California
$105K
NFA
41
Northwest Financial Advisors
Virginia
$102K +$99.9K +10,787 New
HighTower Advisors
42
HighTower Advisors
Illinois
$99K -$3.27K -353 -3%
HCM
43
Hollencrest Capital Management
California
$62.7K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$19K
UB
45
UMB Bank
Missouri
$8.78K -$4.85K -524 -36%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$3.36K +$3.31K +357 New
US Bancorp
47
US Bancorp
Minnesota
$2.83K
BTWM
48
Baker Tilly Wealth Management
Wisconsin
-$233K -24,946 Closed
SQA
49
Simon Quick Advisors
New Jersey
-$96.5K -10,307 Closed
JP Morgan Chase
50
JP Morgan Chase
New York
-$35.4K -3,781 Closed