We are live on ! Find out more
PCQ

Pimco California Municipal Income Fund

31 hedge funds and large institutions have $23.5M invested in Pimco California Municipal Income Fund in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.11% less ownership

Funds ownership: 6.39%6.28% (-0.11%)

0% less capital invested

Capital invested by funds: $23.6M → $23.5M (-$98.6K)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.62M -$972K -48,514 -15%
DADC
2
D.A. Davidson & Co
Montana
$3.32M -$826K -41,247 -20%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.69M +$58.5K +2,918 +4%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.19M +$83.1K +4,150 +7%
MBTD
5
Mechanics Bank - Trust Department
California
$1.13M +$14K +700 +1%
AG
6
Advisor Group
Arizona
$1.09M +$116K +5,772 +12%
Bank of America
7
Bank of America
North Carolina
$984K +$98.8K +4,933 +11%
WS
8
Wedbush Securities
California
$768K +$129K +6,420 +20%
DTC
9
Davidson Trust Company
Washington
$743K +$750K +37,440 New
GC
10
Guggenheim Capital
Illinois
$717K -$15.4K -767 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$632K -$461 -23 -0.1%
UBS Group
12
UBS Group
Switzerland
$553K +$5.37K +268 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$528K -$8.01K -400 -1%
SMFS
14
Squar Milner Financial Services
California
$495K
SFSIG
15
San Francisco Sentry Investment Group
California
$480K
LPL Financial
16
LPL Financial
California
$472K
Citigroup
17
Citigroup
New York
$444K
IAA
18
Independent Advisor Alliance
North Carolina
$412K +$415K +20,734 New
HWA
19
HCR Wealth Advisors
California
$388K +$10K +500 +3%
EW
20
Evoke Wealth
California
$379K
FAAS
21
First Allied Advisory Services
California
$328K +$42.1K +2,104 +15%
Wells Fargo
22
Wells Fargo
California
$269K
GIP
23
Granite Investment Partners
California
$240K
HighTower Advisors
24
HighTower Advisors
Illinois
$217K
SW
25
SteelPeak Wealth
California
$207K +$209K +10,448 New