PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

22 hedge funds and large institutions have $15.9M invested in Pimco California Municipal Income Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
22
Holders Change
-5
Holders Change %
-18.52%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Credit Agricole
1
Credit Agricole
France
$1.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.89M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$502K
4
AG
4
Advisor Group
Arizona
$386K
5
TA
5
Tiedemann Advisors
New York
$1.21M

Top Sellers

1
VHAM
1
Van Hulzen Asset Management
California
$0
2
GC
2
Guggenheim Capital
Illinois
$5M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$14K
5
UBS Group
5
UBS Group
Switzerland
$463K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5M 306,841 -40,889 -12%
Credit Agricole
2
Credit Agricole
France
$1.9M 31,026 +31,026 New
Morgan Stanley
3
Morgan Stanley
New York
$1.89M 115,976 +4,960 +4%
TA
4
Tiedemann Advisors
New York
$1.21M 74,139 +1,060 +1%
LPL Financial
5
LPL Financial
California
$1.15M 70,937 -4,631 -6%
MBTD
6
Mechanics Bank - Trust Department
California
$770K 47,250 – –
Wells Fargo
7
Wells Fargo
California
$556K 34,161 -2,323 -6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$502K 30,813 +1,168 +4%
UBS Group
9
UBS Group
Switzerland
$463K 28,430 -5,325 -16%
Bank of America
10
Bank of America
North Carolina
$458K 28,102 -1,294 -4%
SFSIG
11
San Francisco Sentry Investment Group
California
$393K 24,145 – –
AG
12
Advisor Group
Arizona
$386K 23,715 +1,102 +5%
Citigroup
13
Citigroup
New York
$328K 20,139 -500 -2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$235K 14,422 +16 +0.1%
HWA
15
HCR Wealth Advisors
California
$209K 12,850 – –
GIP
16
Granite Investment Partners
California
$197K 12,089 -19 -0.2%
IA
17
IFP Advisors
Florida
$168K 10,329 -585 -5%
Creative Planning
18
Creative Planning
Kansas
$41K 2,530 – –
AA
19
Apriem Advisors
California
$39K 2,373 – –
DADC
20
D.A. Davidson & Co
Montana
$26K 1,636 +19 +1%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$14K 875 -8,800 -91%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8K 502 – –
VHAM
23
Van Hulzen Asset Management
California
– – -53,569 Closed
Northern Trust
24
Northern Trust
Illinois
– – -15,000 Closed
MGIA
25
Moneta Group Investment Advisors
Missouri
– – -15,000 Closed
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