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PCQ

Pimco California Municipal Income Fund

31 hedge funds and large institutions have $23.6M invested in Pimco California Municipal Income Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $19.8M → $23.6M (+$3.8M)

11% more funds holding

Funds holding: 2831 (+3)

0.88% more ownership

Funds ownership: 5.5%6.39% (+0.88%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
2
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
$6.52M +$1.48M +76,147 +30%
DADC
2
D.A. Davidson & Co
Montana
$4.1M +$418K +21,471 +11%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.62M +$328K +16,855 +26%
MBTD
4
Mechanics Bank - Trust Department
California
$1.11M +$156K +8,000 +17%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.09M +$11.7K +600 +1%
AG
6
Advisor Group
Arizona
$965K +$15.1K +776 +2%
Bank of America
7
Bank of America
North Carolina
$878K +$50.8K +2,609 +6%
GC
8
Guggenheim Capital
Illinois
$726K -$207K -10,656 -22%
WS
9
Wedbush Securities
California
$635K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$627K +$49.8K +2,561 +9%
UBS Group
11
UBS Group
Switzerland
$543K -$6.73K -346 -1%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$532K
SFSIG
13
San Francisco Sentry Investment Group
California
$475K +$470K +24,145 New
LPL Financial
14
LPL Financial
California
$468K +$9.73K +500 +2%
SMFS
15
Squar Milner Financial Services
California
$442K
Citigroup
16
Citigroup
New York
$440K
PAS
17
Partnervest Advisory Services
California
$397K +$392K +20,157 New
EW
18
Evoke Wealth
California
$375K +$370K +19,000 New
HWA
19
HCR Wealth Advisors
California
$375K
FAAS
20
First Allied Advisory Services
California
$283K +$20.3K +1,044 +8%
Wells Fargo
21
Wells Fargo
California
$266K +$44.1K +2,265 +20%
GIP
22
Granite Investment Partners
California
$238K
HighTower Advisors
23
HighTower Advisors
Illinois
$215K
WCG
24
Weaver Consulting Group
California
$58K
NFG
25
Next Financial Group
Texas
$41K