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PCQ

Pimco California Municipal Income Fund

25 hedge funds and large institutions have $15.2M invested in Pimco California Municipal Income Fund in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

20% more capital invested

Capital invested by funds: $12.7M → $15.2M (+$2.52M)

0.33% more ownership

Funds ownership: 4.06%4.39% (+0.33%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
6
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
$3.18M +$235K +13,757 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.98M -$5.66K -331 -0.3%
GC
3
Guggenheim Capital
Illinois
$1.19M -$117K -6,859 -9%
MBTD
4
Mechanics Bank - Trust Department
California
$910K
Bank of America
5
Bank of America
North Carolina
$872K +$246K +14,397 +42%
AG
6
Advisor Group
Arizona
$817K +$5.3K +310 +0.7%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$767K +$662K +38,750 +966%
WS
8
Wedbush Securities
California
$579K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$520K +$3.57K +209 +0.7%
UBS Group
10
UBS Group
Switzerland
$504K -$116K -6,814 -20%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$474K -$37.6K -2,200 -8%
SMFS
12
Squar Milner Financial Services
California
$447K
SFSIG
13
San Francisco Sentry Investment Group
California
$433K
LPL Financial
14
LPL Financial
California
$408K +$90.5K +5,300 +30%
Citigroup
15
Citigroup
New York
$401K -$1.71K -100 -0.4%
RJA
16
Raymond James & Associates
Florida
$373K +$162K +9,464 +84%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$309K +$294K +17,201 New
HWA
18
HCR Wealth Advisors
California
$293K +$17.1K +1,000 +7%
GIP
19
Granite Investment Partners
California
$217K
Wells Fargo
20
Wells Fargo
California
$205K
HighTower Advisors
21
HighTower Advisors
Illinois
$196K
WCG
22
Weaver Consulting Group
California
$57K +$51.3K +3,000 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$38K +$34.2K +2,000 New
LWM
24
Liberty Wealth Management
California
$28K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$27K -$219K -12,809 -90%