PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

50 hedge funds and large institutions have $35.2M invested in Pimco California Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.29M
2
MC
2
Matisse Capital
Oregon
$714K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.26M
4
LPL Financial
4
LPL Financial
California
$965K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$269K

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$0
2
ACA
2
Ackerman Capital Advisors
Texas
$0
3
CAL
3
Capital Analysts LLC
Pennsylvania
$64K
4
RCM
4
Robinson Capital Management
Michigan
$179K
5
LCM
5
Landscape Capital Management
New Jersey
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
NG
26
Norden Group
Utah
$248K 24,946 +24,946 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$235K 23,597 -500 -2%
IWC
28
Integrated Wealth Concepts
Massachusetts
$218K 21,878 – –
RCM
29
Robinson Capital Management
Michigan
$179K 17,825 -29,683 -62%
BWG
30
Beta Wealth Group
California
$153K 15,409 – –
RCG
31
Regatta Capital Group
California
$149K 14,988 – –
AWS
32
Atria Wealth Solutions
New York
$149K 14,919 +1,000 +7%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$149K 14,978 +157 +1%
MAM
34
Morse Asset Management
Connecticut
$136K 13,684 +13,684 New
LCM
35
Landscape Capital Management
New Jersey
$132K 13,241 -28,256 -68%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$128K 12,859 -6,460 -33%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$118K 11,872 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$112K 11,286 +11,286 New
MBTD
39
Mechanics Bank - Trust Department
California
$111K 11,100 – –
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$110K 11,000 -12,000 -52%
NFA
41
Northwest Financial Advisors
Virginia
$107K 10,787 – –
HighTower Advisors
42
HighTower Advisors
Illinois
$102K 10,231 -364 -3%
HCM
43
Hollencrest Capital Management
California
$66.3K 6,655 – –
CAL
44
Capital Analysts LLC
Pennsylvania
$64K 6,424 -35,552 -85%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$20K 2,000 – –
WT
46
Whittier Trust
California
$19.9K 2,000 +2,000 New
CPA
47
Capital Performance Advisors
California
$16K 1,607 +1,607 New
UB
48
UMB Bank
Missouri
$9.28K 932 – –
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$3.56K 357 – –
FIA
50
FNY Investment Advisers
New York
$1K 200 +200 New
1
2
3