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PCQ

Pimco California Municipal Income Fund

22 hedge funds and large institutions have $10.4M invested in Pimco California Municipal Income Fund in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.38% less ownership

Funds ownership: 3.76%3.38% (-0.38%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

15% less capital invested

Capital invested by funds: $12.3M → $10.4M (-$1.89M)

Holders
22
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
1
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.78M -$279K -16,533 -13%
GC
2
Guggenheim Capital
Illinois
$1.21M -$614K -36,336 -32%
DADC
3
D.A. Davidson & Co
Montana
$1.07M +$151K +8,920 +15%
MBTD
4
Mechanics Bank - Trust Department
California
$820K -$5.91K -350 -0.7%
Bank of America
5
Bank of America
North Carolina
$754K +$251K +14,880 +46%
AG
6
Advisor Group
Arizona
$683K +$211K +12,465 +41%
UBS Group
7
UBS Group
Switzerland
$566K -$753K -44,544 -56%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$459K +$5.19K +307 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$426K +$98.8K +5,850 +28%
SMFS
10
Squar Milner Financial Services
California
$397K
SFSIG
11
San Francisco Sentry Investment Group
California
$385K
Citigroup
12
Citigroup
New York
$358K
LPL Financial
13
LPL Financial
California
$294K -$84.1K -4,978 -21%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$263K -$129K -7,609 -32%
HWA
15
HCR Wealth Advisors
California
$218K +$33.8K +2,000 +16%
GIP
16
Granite Investment Partners
California
$193K
Wells Fargo
17
Wells Fargo
California
$182K -$102K -6,023 -35%
HighTower Advisors
18
HighTower Advisors
Illinois
$174K
IA
19
IFP Advisors
Florida
$97K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$73K
SWP
21
Stratos Wealth Partners
Ohio
$32K +$33.8K +2,000 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16K
FIA
23
FNY Investment Advisers
New York
$1K
AA
24
Apriem Advisors
California
-$20K -1,186 Closed