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PCQ

Pimco California Municipal Income Fund

20 hedge funds and large institutions have $10.9M invested in Pimco California Municipal Income Fund in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.81% less ownership

Funds ownership: 4.07%3.26% (-0.81%)

19% less capital invested

Capital invested by funds: $13.5M → $10.9M (-$2.52M)

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.76M -$1.5M -87,110 -35%
Morgan Stanley
2
Morgan Stanley
New York
$1.8M -$297K -17,225 -14%
MBTD
3
Mechanics Bank - Trust Department
California
$814K
UBS Group
4
UBS Group
Switzerland
$576K +$83.9K +4,863 +17%
Bank of America
5
Bank of America
North Carolina
$550K -$146K -8,489 -21%
AG
6
Advisor Group
Arizona
$490K +$20.2K +1,170 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$481K -$66.6K -3,861 -12%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$419K +$299K +17,308 +249%
SFSIG
9
San Francisco Sentry Investment Group
California
$417K
LPL Financial
10
LPL Financial
California
$404K -$128K -7,393 -24%
SMFS
11
Squar Milner Financial Services
California
$397K +$430K +24,946 New
Citigroup
12
Citigroup
New York
$339K
VHAM
13
Van Hulzen Asset Management
California
$337K
Wells Fargo
14
Wells Fargo
California
$303K +$81K +4,699 +37%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$225K -$29.1K -1,685 -11%
HWA
16
HCR Wealth Advisors
California
$222K
GIP
17
Granite Investment Partners
California
$209K
IA
18
IFP Advisors
Florida
$122K -$64.6K -3,743 -35%
SWP
19
Stratos Wealth Partners
Ohio
$56K +$55.9K +3,240 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9K -$34.5K -2,000 -80%
GBBWRPM
21
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K -$4.21K -244 -100%
TA
22
Tiedemann Advisors
New York
-$1.21M -72,024 Closed
NIC
23
Northwest Investment Counselors
Oregon
-$36K -2,087 Closed