Pimco California Municipal Income Fund
PCQ
21 hedge funds and large institutions have $16.3M invested in Pimco California Municipal Income Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
11% more funds holding
Funds holding: 19 → 21 (+2)
8% more capital invested
Capital invested by funds: $15.1M → $16.3M (+$1.18M)
0.88% more ownership
Funds ownership: 5.25% → 6.13% (+0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
+$1.75M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$730K |
| 3 |
Morgan Stanley
New York
|
+$363K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$360K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$469K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$442K |
| 3 |
LPL Financial
San Diego,
California
|
-$156K |
| 4 |
NCM
Neumann Capital Management
Foster City,
California
|
-$155K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$45.3K |
PCQ Hedge Fund Activity: Q2 2015 in Review
21 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q2 2015, worth a combined $16.3M — up 7.8% from $15.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PCQ positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Van Hulzen Asset Management, opening a new position worth an estimated $1.75M. The largest seller was UBS Group, cutting an estimated $469K.
- 21 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q2 2015, up from 19 in Q1 2015.
- Funds reported $16.3M of Pimco California Municipal Income Fund stock for Q2 2015, up 7.8% quarter-over-quarter.
- 4 funds opened new Pimco California Municipal Income Fund positions in Q2 2015 and 2 closed out, a net change of +2 holders.
- The largest Pimco California Municipal Income Fund buyer in Q2 2015 was Van Hulzen Asset Management, an estimated $1.75M added.
- The largest Pimco California Municipal Income Fund seller in Q2 2015 was UBS Group, an estimated $469K sold.
Based on aggregated 13F filings for Q2 2015.