PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

29 hedge funds and large institutions have $18M invested in Pimco California Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 8 closing their positions.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWG
1
Beta Wealth Group
California
$1.81M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.45M
3
DADC
3
D.A. Davidson & Co
Montana
$457K
4
BTWM
4
Baker Tilly Wealth Management
Wisconsin
$449K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$934K

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$0
2
WS
2
Wedbush Securities
California
$0
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
GC
4
Guggenheim Capital
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$5.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.64M 313,535 -12,062 -4%
BWG
2
Beta Wealth Group
California
$1.81M 100,483 +100,483 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.45M 80,682 +29,254 +57%
MBTD
4
Mechanics Bank - Trust Department
California
$988K 54,950 – –
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$934K 51,954 +23,851 +85%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$702K 39,072 -364 -0.9%
DTC
7
Davidson Trust Company
Washington
$673K 37,440 – –
UBS Group
8
UBS Group
Switzerland
$611K 33,988 +3,300 +11%
LPL Financial
9
LPL Financial
California
$481K 26,776 +2,798 +12%
DADC
10
D.A. Davidson & Co
Montana
$457K 25,527 +25,527 New
BTWM
11
Baker Tilly Wealth Management
Wisconsin
$449K 24,946 +24,946 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$448K 24,952 +163 +0.7%
SFSIG
13
San Francisco Sentry Investment Group
California
$434K 24,145 – –
HWA
14
HCR Wealth Advisors
California
$383K 21,300 – –
Bank of America
15
Bank of America
North Carolina
$378K 21,036 -1,126 -5%
Citigroup
16
Citigroup
New York
$378K 20,999 – –
EW
17
Evoke Wealth
California
$343K 19,000 – –
Wells Fargo
18
Wells Fargo
California
$327K 18,187 -513 -3%
GIP
19
Granite Investment Partners
California
$218K 12,108 – –
HighTower Advisors
20
HighTower Advisors
Illinois
$196K 10,940 – –
CAN
21
Cetera Advisor Networks
California
$189K 10,508 +10,508 New
Millennium Management
22
Millennium Management
New York
$185K 10,312 +10,312 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$122K 6,802 +500 +8%
SIAG
24
Safeguard Investment Advisory Group
California
$98K 5,464 +5,464 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$38K 2,000 – –
1
2