Pimco California Municipal Income Fund
PCQ
20 hedge funds and large institutions have $13.5M invested in Pimco California Municipal Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
2% more capital invested
Capital invested by funds: $13.3M → $13.5M (+$205K)
0.02% more ownership
Funds ownership: 4.05% → 4.07% (+0.02%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VHAM
Van Hulzen Asset Management
El Dorado Hills,
California
|
+$332K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$264K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$77.7K |
| 4 |
Morgan Stanley
New York
|
+$56.6K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$54.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$458K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$83.3K |
| 3 |
LPL Financial
San Diego,
California
|
-$78K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$77K |
| 5 |
TA
Tiedemann Advisors
New York
|
-$53.7K |
PCQ Hedge Fund Activity: Q3 2017 in Review
20 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q3 2017, worth a combined $13.5M — up 1.5% from $13.3M a quarter earlier.
Fund positioning in PCQ was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 6 trimmed.
The largest buyer was Van Hulzen Asset Management, opening a new position worth an estimated $332K. The largest seller was Guggenheim Capital, cutting an estimated $458K.
- 20 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $13.5M of Pimco California Municipal Income Fund stock for Q3 2017, up 1.5% quarter-over-quarter.
- 2 funds opened new Pimco California Municipal Income Fund positions in Q3 2017 and 2 closed out, a net change of 0 holders.
- The largest Pimco California Municipal Income Fund buyer in Q3 2017 was Van Hulzen Asset Management, an estimated $332K added.
- The largest Pimco California Municipal Income Fund seller in Q3 2017 was Guggenheim Capital, an estimated $458K sold.
Based on aggregated 13F filings for Q3 2017.