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PCQ

Pimco California Municipal Income Fund
PCQ

47 hedge funds and large institutions have $33.8M invested in Pimco California Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2.56% less ownership

Funds ownership: 21.62% → 19.06% (-2.6%)

11% less funds holding

Funds holding: 53 → 47 (-6)

12% less capital invested

Capital invested by funds: $38.2M → $33.8M (-$4.41M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% 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
13
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$663K
2
AAM
Advisors Asset Management
Colorado
+$565K
3
PI
PFG Investments
New York
+$434K
4
WAM
Wolverine Asset Management
Illinois
+$205K
5
MBTD
Mechanics Bank - Trust Department
California
+$104K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.35M
2
BI
Bramshill Investments
Florida
-$1.24M
3
ACA
Ackerman Capital Advisors
Texas
-$655K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$552K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
51
Marex Group
– -$164K -17,560 Closed
TSS
52
Two Sigma Securities
New York
– -$153K -16,432 Closed
SIA
53
Sit Investment Associates
Minnesota
– -$119K -12,800 Closed
Creative Planning
54
Creative Planning
Kansas
– -$98.9K -10,609 Closed
GWM
55
Geneos Wealth Management
Colorado
– -$34.5K -3,700 Closed
Comerica Bank
56
Comerica Bank
Texas
– -$18.6K -2,000 Closed
IGWM
57
ICA Group Wealth Management
Colorado
– -$17K -1,820 Closed
ASN
58
Advisory Services Network
Georgia
– -$16.8K -1,803 Closed
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