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 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.

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
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.6M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.09M
4
GC
4
Guggenheim Capital
Illinois
$3.84M
5
BWG
5
Beta Wealth Group
California
$145K

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$2.07M
2
RCM
2
Robinson Capital Management
Michigan
$444K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$417K
4
Wells Fargo
4
Wells Fargo
California
$1.26M
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$235K 24,946 – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$227K 24,097 -6,947 -22%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$217K 23,000 +2,500 +12%
IWC
29
Integrated Wealth Concepts
Massachusetts
$206K 21,878 – –
WS
30
Wedbush Securities
California
$206K 21,841 +4,012 +23%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$182K 19,319 -1,136 -6%
Nomura Holdings
32
Nomura Holdings
Japan
$169K 17,902 – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$155K 14,821 -7,805 -34%
BWG
34
Beta Wealth Group
California
$145K 15,409 +15,409 New
RCG
35
Regatta Capital Group
California
$141K 14,988 -7,328 -33%
AWS
36
Atria Wealth Solutions
New York
$132K 13,919 – –
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$115K 12,172 +12,172 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$112K 11,872 – –
AA
39
AQR Arbitrage
Connecticut
$109K 11,576 +11,576 New
MBTD
40
Mechanics Bank - Trust Department
California
$105K 11,100 – –
NFA
41
Northwest Financial Advisors
Virginia
$102K 10,787 +10,787 New
HighTower Advisors
42
HighTower Advisors
Illinois
$99K 10,595 -353 -3%
HCM
43
Hollencrest Capital Management
California
$62.7K 6,655 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$19K 2,000 – –
UB
45
UMB Bank
Missouri
$8.78K 932 -524 -36%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$3.36K 357 +357 New
US Bancorp
47
US Bancorp
Minnesota
$2.83K 300 – –
BTWM
48
Baker Tilly Wealth Management
Wisconsin
– – -24,946 Closed
SQA
49
Simon Quick Advisors
New Jersey
– – -10,307 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– – -3,781 Closed
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2
3