PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

30 hedge funds and large institutions have $14.4M invested in Pimco California Municipal Income Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1M
2
FAAS
2
First Allied Advisory Services
California
$494K
3
SWRP
3
Summit Wealth & Retirement Planning
California
$191K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$448K
5
UBS Group
5
UBS Group
Switzerland
$464K

Top Sellers

1
DADC
1
D.A. Davidson & Co
Montana
$0
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
GC
3
Guggenheim Capital
Illinois
$209K
4
Bank of America
4
Bank of America
North Carolina
$485K
5
SW
5
SteelPeak Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.45M 284,808 +1,798 +0.6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.21M 77,110 -8,150 -10%
Osaic Holdings
3
Osaic Holdings
Arizona
$1M 77,714 +77,714 New
MBTD
4
Mechanics Bank - Trust Department
California
$890K 56,950 – –
DTC
5
Davidson Trust Company
Washington
$585K 37,440 – –
WS
6
Wedbush Securities
California
$573K 36,695 -2,000 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$502K 32,128 +268 +0.8%
FAAS
8
First Allied Advisory Services
California
$494K 31,589 +15,115 +92%
Bank of America
9
Bank of America
North Carolina
$485K 31,034 -18,509 -37%
UBS Group
10
UBS Group
Switzerland
$464K 29,726 +1,873 +7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$448K 28,672 +2,089 +8%
LPL Financial
12
LPL Financial
California
$390K 24,937 +1,169 +5%
SMFS
13
Squar Milner Financial Services
California
$389K 24,946 – –
SFSIG
14
San Francisco Sentry Investment Group
California
$377K 24,145 – –
Citigroup
15
Citigroup
New York
$328K 20,999 -1,350 -6%
HWA
16
HCR Wealth Advisors
California
$305K 19,550 – –
EW
17
Evoke Wealth
California
$298K 19,000 – –
Wells Fargo
18
Wells Fargo
California
$229K 14,627 +1,102 +8%
GC
19
Guggenheim Capital
Illinois
$209K 13,361 -22,741 -63%
SWRP
20
Summit Wealth & Retirement Planning
California
$191K 12,252 +12,252 New
GIP
21
Granite Investment Partners
California
$189K 12,108 – –
HighTower Advisors
22
HighTower Advisors
Illinois
$171K 10,940 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$39K 2,502 +1,000 +67%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$38K 2,000 – –
FIA
25
FNY Investment Advisers
New York
$31K 2,009 +1,827 +1,004%
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