PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

20 hedge funds and large institutions have $13.3M invested in Pimco California Municipal Income Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.01M
2
NIC
2
Northwest Investment Counselors
Oregon
$35K
3
Creative Planning
3
Creative Planning
Kansas
$77K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$41K
5
TA
5
Tiedemann Advisors
New York
$1.28M

Top Sellers

1
Credit Agricole
1
Credit Agricole
France
$0
2
LPL Financial
2
LPL Financial
California
$600K
3
GC
3
Guggenheim Capital
Illinois
$4.63M
4
SFSIG
4
San Francisco Sentry Investment Group
California
$410K
5
Wells Fargo
5
Wells Fargo
California
$301K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.63M 273,600 -33,241 -11%
Morgan Stanley
2
Morgan Stanley
New York
$2.01M 118,274 +2,298 +2%
TA
3
Tiedemann Advisors
New York
$1.28M 75,172 +1,033 +1%
MBTD
4
Mechanics Bank - Trust Department
California
$802K 47,250 – –
LPL Financial
5
LPL Financial
California
$600K 35,330 -35,607 -50%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$528K 31,122 +309 +1%
UBS Group
7
UBS Group
Switzerland
$479K 28,219 -211 -0.7%
Bank of America
8
Bank of America
North Carolina
$423K 24,888 -3,214 -11%
SFSIG
9
San Francisco Sentry Investment Group
California
– – -24,145 Closed
AG
10
Advisor Group
Arizona
$407K 23,970 +255 +1%
Citigroup
11
Citigroup
New York
$332K 19,639 -500 -2%
Wells Fargo
12
Wells Fargo
California
$301K 17,744 -16,417 -48%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$259K 15,237 +815 +6%
HWA
14
HCR Wealth Advisors
California
$218K 12,850 – –
GIP
15
Granite Investment Partners
California
$205K 12,089 – –
IA
16
IFP Advisors
Florida
$183K 10,799 +470 +5%
Creative Planning
17
Creative Planning
Kansas
$77K 4,512 +1,982 +78%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$41K 2,389 +1,514 +173%
NIC
19
Northwest Investment Counselors
Oregon
$35K 2,087 +2,087 New
DADC
20
D.A. Davidson & Co
Montana
$28K 1,659 +23 +1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9K 502 – –
Credit Agricole
22
Credit Agricole
France
– – -31,026 Closed
AA
23
Apriem Advisors
California
– – -2,373 Closed