PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

28 hedge funds and large institutions have $13.7M invested in Pimco California Municipal Income Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$133K
2
Wells Fargo
2
Wells Fargo
California
$283K
3
WAM
3
Wolverine Asset Management
Illinois
$47K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.59M
5
HWA
5
HCR Wealth Advisors
California
$338K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$585K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$984K
3
Bank of America
3
Bank of America
North Carolina
$258K
4
SWRP
4
Summit Wealth & Retirement Planning
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.59M 287,012 +2,204 +0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$984K 61,495 -16,219 -21%
MBTD
3
Mechanics Bank - Trust Department
California
$911K 56,950 – –
DTC
4
Davidson Trust Company
Washington
$599K 37,440 – –
WS
5
Wedbush Securities
California
$587K 36,695 – –
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$585K 36,583 -40,527 -53%
FAAS
7
First Allied Advisory Services
California
$505K 31,589 – –
UBS Group
8
UBS Group
Switzerland
$481K 30,071 +345 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$459K 28,673 +1 +0%
SMFS
10
Squar Milner Financial Services
California
$399K 24,946 – –
LPL Financial
11
LPL Financial
California
$399K 24,937 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$387K 24,189 -7,939 -25%
SFSIG
13
San Francisco Sentry Investment Group
California
$386K 24,145 – –
HWA
14
HCR Wealth Advisors
California
$338K 21,300 +1,750 +9%
Citigroup
15
Citigroup
New York
$336K 20,999 – –
EW
16
Evoke Wealth
California
$305K 19,000 – –
Wells Fargo
17
Wells Fargo
California
$283K 17,678 +3,051 +21%
Bank of America
18
Bank of America
North Carolina
$258K 16,155 -14,879 -48%
GC
19
Guggenheim Capital
Illinois
$215K 13,415 +54 +0.4%
GIP
20
Granite Investment Partners
California
$194K 12,108 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$175K 10,940 – –
CAN
22
Cetera Advisor Networks
California
$133K 8,308 +8,308 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$53K 3,302 +800 +32%
WAM
24
Wolverine Asset Management
Illinois
$47K 2,991 +2,991 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$38K 2,000 – –
1
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