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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 4750 (+3)

4% more capital invested

Capital invested by funds: $33.8M → $35.2M (+$1.4M)

0.28% less ownership

Funds ownership: 18.94%18.66% (-0.28%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
NG
26
Norden Group
Utah
$248K +$239K +24,946 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$235K -$4.79K -500 -2%
IWC
28
Integrated Wealth Concepts
Massachusetts
$218K
RCM
29
Robinson Capital Management
Michigan
$179K -$285K -29,683 -62%
BWG
30
Beta Wealth Group
California
$153K
RCG
31
Regatta Capital Group
California
$149K
AWS
32
Atria Wealth Solutions
New York
$149K +$9.59K +1,000 +7%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$149K +$1.5K +157 +1%
MAM
34
Morse Asset Management
Connecticut
$136K +$131K +13,684 New
LCM
35
Landscape Capital Management
New Jersey
$132K -$271K -28,256 -68%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$128K -$61.9K -6,460 -33%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$118K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$112K +$108K +11,286 New
MBTD
39
Mechanics Bank - Trust Department
California
$111K
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$110K -$115K -12,000 -52%
NFA
41
Northwest Financial Advisors
Virginia
$107K
HighTower Advisors
42
HighTower Advisors
Illinois
$102K -$3.49K -364 -3%
HCM
43
Hollencrest Capital Management
California
$66.3K
CAL
44
Capital Analysts LLC
Pennsylvania
$64K -$341K -35,552 -85%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$20K
WT
46
Whittier Trust
California
$19.9K +$19.2K +2,000 New
CPA
47
Capital Performance Advisors
California
$16K +$15.4K +1,607 New
UB
48
UMB Bank
Missouri
$9.28K
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$3.56K
FIA
50
FNY Investment Advisers
New York
$1K +$1.92K +200 New