PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

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
–

Top Buyers

1
DTC
1
Davidson Trust Company
Washington
$743K
2
IAA
2
Independent Advisor Alliance
North Carolina
$412K
3
SW
3
SteelPeak Wealth
California
$207K
4
WS
4
Wedbush Securities
California
$768K
5
AG
5
Advisor Group
Arizona
$1.09M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.62M
2
DADC
2
D.A. Davidson & Co
Montana
$3.32M
3
PAS
3
Partnervest Advisory Services
California
$0
4
WCG
4
Weaver Consulting Group
California
$0
5
GC
5
Guggenheim Capital
Illinois
$717K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.62M 283,010 -48,514 -15%
DADC
2
D.A. Davidson & Co
Montana
$3.32M 167,156 -41,247 -20%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.69M 85,260 +2,918 +4%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.19M 59,810 +4,150 +7%
MBTD
5
Mechanics Bank - Trust Department
California
$1.13M 56,950 +700 +1%
AG
6
Advisor Group
Arizona
$1.09M 54,767 +5,772 +12%
Bank of America
7
Bank of America
North Carolina
$984K 49,543 +4,933 +11%
WS
8
Wedbush Securities
California
$768K 38,695 +6,420 +20%
DTC
9
Davidson Trust Company
Washington
$743K 37,440 +37,440 New
GC
10
Guggenheim Capital
Illinois
$717K 36,102 -767 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$632K 31,860 -23 -0.1%
UBS Group
12
UBS Group
Switzerland
$553K 27,853 +268 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$528K 26,583 -400 -1%
SMFS
14
Squar Milner Financial Services
California
$495K 24,946 – –
SFSIG
15
San Francisco Sentry Investment Group
California
$480K 24,145 – –
LPL Financial
16
LPL Financial
California
$472K 23,768 – –
Citigroup
17
Citigroup
New York
$444K 22,349 – –
IAA
18
Independent Advisor Alliance
North Carolina
$412K 20,734 +20,734 New
HWA
19
HCR Wealth Advisors
California
$388K 19,550 +500 +3%
EW
20
Evoke Wealth
California
$379K 19,000 – –
FAAS
21
First Allied Advisory Services
California
$328K 16,474 +2,104 +15%
Wells Fargo
22
Wells Fargo
California
$269K 13,525 – –
GIP
23
Granite Investment Partners
California
$240K 12,108 – –
HighTower Advisors
24
HighTower Advisors
Illinois
$217K 10,940 – –
SW
25
SteelPeak Wealth
California
$207K 10,448 +10,448 New
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