PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

31 hedge funds and large institutions have $16.3M invested in Pimco California Municipal Income Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$781K
2
Morgan Stanley
2
Morgan Stanley
New York
$5.76M
3
JWCA
3
J.W. Cole Advisors
Florida
$256K
4
Bank of America
4
Bank of America
North Carolina
$392K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$112K

Top Sellers

1
SMFS
1
Squar Milner Financial Services
California
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$910K
3
CAN
3
Cetera Advisor Networks
California
$0
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
MBTD
5
Mechanics Bank - Trust Department
California
$973K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.76M 325,597 +38,585 +13%
MBTD
2
Mechanics Bank - Trust Department
California
$973K 54,950 -2,000 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$910K 51,428 -10,067 -16%
AAS
4
Avantax Advisory Services
Texas
$781K 44,112 +44,112 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$698K 39,436 +2,853 +8%
DTC
6
Davidson Trust Company
Washington
$662K 37,440 – –
WS
7
Wedbush Securities
California
$650K 36,695 – –
UBS Group
8
UBS Group
Switzerland
$543K 30,688 +617 +2%
FAAS
9
First Allied Advisory Services
California
$540K 30,494 -1,095 -3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$497K 28,103 -570 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$438K 24,789 +600 +2%
SFSIG
12
San Francisco Sentry Investment Group
California
$427K 24,145 – –
LPL Financial
13
LPL Financial
California
$424K 23,978 -959 -4%
Bank of America
14
Bank of America
North Carolina
$392K 22,162 +6,007 +37%
HWA
15
HCR Wealth Advisors
California
$377K 21,300 – –
Citigroup
16
Citigroup
New York
$372K 20,999 – –
EW
17
Evoke Wealth
California
$338K 19,000 – –
Wells Fargo
18
Wells Fargo
California
$331K 18,700 +1,022 +6%
JWCA
19
J.W. Cole Advisors
Florida
$256K 14,447 +14,447 New
GC
20
Guggenheim Capital
Illinois
$237K 13,364 -51 -0.4%
GIP
21
Granite Investment Partners
California
$214K 12,108 – –
HighTower Advisors
22
HighTower Advisors
Illinois
$194K 10,940 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$112K 6,302 +3,000 +91%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$38K 2,000 – –
LWM
25
Liberty Wealth Management
California
$28K 1,600 – –
1
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