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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

0.41% less ownership

Funds ownership: 4.96%4.55% (-0.41%)

5% less capital invested

Capital invested by funds: $14.4M → $13.7M (-$678K)

7% less funds holding

Funds holding: 3028 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.57%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.59M +$35.1K +2,204 +0.8%
Osaic Holdings
2
Osaic Holdings
Arizona
$984K -$258K -16,219 -21%
MBTD
3
Mechanics Bank - Trust Department
California
$911K
DTC
4
Davidson Trust Company
Washington
$599K
WS
5
Wedbush Securities
California
$587K
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$585K -$645K -40,527 -53%
FAAS
7
First Allied Advisory Services
California
$505K
UBS Group
8
UBS Group
Switzerland
$481K +$5.49K +345 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$459K +$16 +1 +0%
LPL Financial
10
LPL Financial
California
$399K
SMFS
11
Squar Milner Financial Services
California
$399K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$387K -$126K -7,939 -25%
SFSIG
13
San Francisco Sentry Investment Group
California
$386K
HWA
14
HCR Wealth Advisors
California
$338K +$27.9K +1,750 +9%
Citigroup
15
Citigroup
New York
$336K
EW
16
Evoke Wealth
California
$305K
Wells Fargo
17
Wells Fargo
California
$283K +$48.6K +3,051 +21%
Bank of America
18
Bank of America
North Carolina
$258K -$237K -14,879 -48%
GC
19
Guggenheim Capital
Illinois
$215K +$860 +54 +0.4%
GIP
20
Granite Investment Partners
California
$194K
HighTower Advisors
21
HighTower Advisors
Illinois
$175K
CAN
22
Cetera Advisor Networks
California
$133K +$132K +8,308 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$53K +$12.7K +800 +32%
WAM
24
Wolverine Asset Management
Illinois
$47K +$47.6K +2,991 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$38K