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PCQ

Pimco California Municipal Income Fund

25 hedge funds and large institutions have $12.7M invested in Pimco California Municipal Income Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $10.4M → $12.7M (+$2.27M)

14% more funds holding

Funds holding: 2225 (+3)

0.69% more ownership

Funds ownership: 3.38%4.06% (+0.69%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
1
D.A. Davidson & Co
Montana
$2.64M +$1.51M +96,511 +144%
Morgan Stanley
2
Morgan Stanley
New York
$1.79M -$12.1K -775 -0.7%
GC
3
Guggenheim Capital
Illinois
$1.18M -$36.8K -2,352 -3%
MBTD
4
Mechanics Bank - Trust Department
California
$820K -$11.7K -750 -1%
AG
5
Advisor Group
Arizona
$730K +$36.1K +2,309 +5%
UBS Group
6
UBS Group
Switzerland
$564K -$9.66K -618 -2%
Bank of America
7
Bank of America
North Carolina
$552K -$205K -13,119 -28%
WS
8
Wedbush Securities
California
$521K +$504K +32,275 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$465K +$16 +1 +0%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$461K +$28.1K +1,800 +7%
SMFS
11
Squar Milner Financial Services
California
$403K
SFSIG
12
San Francisco Sentry Investment Group
California
$390K
Citigroup
13
Citigroup
New York
$363K
LPL Financial
14
LPL Financial
California
$282K -$15.6K -997 -5%
HWA
15
HCR Wealth Advisors
California
$248K +$7.81K +500 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$231K +$208K +13,309 +1,328%
HR
17
Hayden Royal
North Carolina
$222K +$214K +13,721 New
GIP
18
Granite Investment Partners
California
$196K +$297 +19 +0.2%
Wells Fargo
19
Wells Fargo
California
$185K
RJA
20
Raymond James & Associates
Florida
$183K +$177K +11,318 New
HighTower Advisors
21
HighTower Advisors
Illinois
$176K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$65K -$8.45K -541 -12%
LWM
23
Liberty Wealth Management
California
$25K +$25K +1,600 New
NFG
24
Next Financial Group
Texas
$14K +$13.3K +850 New
TRCT
25
Tower Research Capital (TRC)
New York
$3K +$3.13K +200 New