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PCQ

Pimco California Municipal Income Fund
PCQ

46 hedge funds and large institutions have $33.9M invested in Pimco California Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% more ownership

Funds ownership: 18.66% → 19.73% (+1.1%)

4% less capital invested

Capital invested by funds: $35.2M → $33.9M (-$1.37M)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

8% less funds holding

Funds holding: 50 → 46 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$2.87M
2
AAM
Advisors Asset Management
Colorado
+$1.19M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$546K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$520K
5
RAM
Readystate Asset Management
Illinois
+$345K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.18M
2
WAM
Wolverine Asset Management
Illinois
-$914K
3
GC
Guggenheim Capital
Illinois
-$563K
4
Bank of America
Bank of America
North Carolina
-$386K
5
VF
Virtu Financial
New York
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TownSquare Capital
Utah
$226K – – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$213K – – –
IWC
28
Integrated Wealth Concepts
Massachusetts
$199K +$1.56K +161 +0.7%
Wells Fargo
29
Wells Fargo
California
$151K -$1.18M -121,519 -88%
SCM
30
Saba Capital Management
New York
$150K +$161K +16,627 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$142K +$6.6K +681 +5%
Goldman Sachs
32
Goldman Sachs
New York
$127K +$136K +14,055 New
AWS
33
Atria Wealth Solutions
New York
$121K -$15.2K -1,569 -11%
MAM
34
Morse Asset Management
Connecticut
$120K -$3.71K -383 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$107K – – –
NFA
36
Northwest Financial Advisors
Virginia
$97.5K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$92.5K +$39 +4 +0%
WAM
38
Wolverine Asset Management
Illinois
$46.2K -$914K -94,343 -95%
MCM
39
MAI Capital Management
Ohio
$46.1K +$49.4K +5,100 New
Bank of America
40
Bank of America
North Carolina
$34.4K -$386K -39,876 -91%
CAL
41
Capital Analysts LLC
Pennsylvania
$31K -$29.2K -3,015 -47%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
HCM
43
Hollencrest Capital Management
California
$14.7K -$48.7K -5,025 -76%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$8.23K +$8.82K +910 New
US Bancorp
45
US Bancorp
Minnesota
$6.04K +$6.47K +668 New
FIA
46
FNY Investment Advisers
New York
$1K – – –
VF
47
Virtu Financial
New York
– -$250K -25,075 Closed
RCM
48
Robinson Capital Management
Michigan
– -$179K -17,825 Closed
BWG
49
Beta Wealth Group
California
– -$153K -15,409 Closed
RCG
50
Regatta Capital Group
California
– -$149K -14,988 Closed
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