PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

27 hedge funds and large institutions have $15.6M invested in Pimco California Municipal Income Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$1.15M
2
VHAM
2
Van Hulzen Asset Management
California
$840K
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$235K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$227K
5
HWA
5
HCR Wealth Advisors
California
$201K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
GC
2
Guggenheim Capital
Illinois
$5.45M
3
GKWIM
3
Gerber Kawasaki Wealth & Investment Management
California
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
LPL Financial
5
LPL Financial
California
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.45M 347,730 -31,263 -8%
Morgan Stanley
2
Morgan Stanley
New York
$1.74M 111,016 +10,834 +11%
LPL Financial
3
LPL Financial
California
$1.18M 75,568 -17,550 -19%
TA
4
Tiedemann Advisors
New York
$1.15M 73,079 +73,079 New
VHAM
5
Van Hulzen Asset Management
California
$840K 53,569 +53,569 New
MBTD
6
Mechanics Bank - Trust Department
California
$741K 47,250 – –
Wells Fargo
7
Wells Fargo
California
$572K 36,484 +6,350 +21%
UBS Group
8
UBS Group
Switzerland
$529K 33,755 +10,945 +48%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$465K 29,645 -1,065 -3%
Bank of America
10
Bank of America
North Carolina
$461K 29,396 +2,367 +9%
SFSIG
11
San Francisco Sentry Investment Group
California
$379K 24,145 – –
AG
12
Advisor Group
Arizona
$355K 22,613 +6,706 +42%
Citigroup
13
Citigroup
New York
$324K 20,639 – –
MGIA
14
Moneta Group Investment Advisors
Missouri
$235K 15,000 +15,000 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$227K 14,406 +14,406 New
HWA
16
HCR Wealth Advisors
California
$201K 12,850 +12,850 New
GIP
17
Granite Investment Partners
California
$190K 12,108 +19 +0.2%
IA
18
IFP Advisors
Florida
$171K 10,914 +4,535 +71%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$152K 9,675 +875 +10%
MBT
20
Montecito Bank & Trust
California
$78K 4,948 +4,948 New
Creative Planning
21
Creative Planning
Kansas
$40K 2,530 – –
AA
22
Apriem Advisors
California
$37K 2,373 – –
DADC
23
D.A. Davidson & Co
Montana
$25K 1,617 +1,009 +166%
MFS
24
MSI Financial Services
Massachusetts
$18K 1,145 +302 +36%
SFS
25
Sowell Financial Services
Arkansas
$14K 880 +880 New
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2