PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VHAM
1
Van Hulzen Asset Management
California
$335K
2
Bank of America
2
Bank of America
North Carolina
$694K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$119K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.09M
5
AG
5
Advisor Group
Arizona
$467K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$4.24M
2
Wells Fargo
2
Wells Fargo
California
$221K
3
LPL Financial
3
LPL Financial
California
$529K
4
Creative Planning
4
Creative Planning
Kansas
$0
5
TA
5
Tiedemann Advisors
New York
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.24M 246,761 -26,839 -10%
Morgan Stanley
2
Morgan Stanley
New York
$2.09M 121,594 +3,320 +3%
TA
3
Tiedemann Advisors
New York
$1.21M 72,024 -3,148 -4%
MBTD
4
Mechanics Bank - Trust Department
California
$811K 47,150 -100 -0.2%
Bank of America
5
Bank of America
North Carolina
$694K 40,358 +15,470 +62%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$545K 31,726 +604 +2%
LPL Financial
7
LPL Financial
California
$529K 30,758 -4,572 -13%
UBS Group
8
UBS Group
Switzerland
$490K 28,502 +283 +1%
AG
9
Advisor Group
Arizona
$467K 27,189 +3,219 +13%
SFSIG
10
San Francisco Sentry Investment Group
California
– – – –
Citigroup
11
Citigroup
New York
$338K 19,639 – –
VHAM
12
Van Hulzen Asset Management
California
$335K 19,500 +19,500 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$252K 14,667 -570 -4%
Wells Fargo
14
Wells Fargo
California
$221K 12,860 -4,884 -28%
HWA
15
HCR Wealth Advisors
California
$221K 12,850 – –
GIP
16
Granite Investment Partners
California
$208K 12,089 – –
IA
17
IFP Advisors
Florida
$186K 10,799 – –
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$119K 6,947 +4,558 +191%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$43K 2,502 +2,000 +398%
NIC
20
Northwest Investment Counselors
Oregon
$36K 2,087 – –
GBBWRPM
21
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K 245 +245 New
Creative Planning
22
Creative Planning
Kansas
– – -4,512 Closed
DADC
23
D.A. Davidson & Co
Montana
– – -1,659 Closed