We are live on ! Find out more
PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $16.3M → $18M (+$1.74M)

0.43% more ownership

Funds ownership: 4.89%5.32% (+0.43%)

6% less funds holding

Funds holding: 3129 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.64M -$214K -12,062 -4%
BWG
2
Beta Wealth Group
California
$1.81M +$1.78M +100,483 New
Osaic Holdings
3
Osaic Holdings
Arizona
$1.45M +$519K +29,254 +57%
MBTD
4
Mechanics Bank - Trust Department
California
$988K
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$934K +$423K +23,851 +85%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$702K -$6.45K -364 -0.9%
DTC
7
Davidson Trust Company
Washington
$673K
UBS Group
8
UBS Group
Switzerland
$611K +$58.5K +3,300 +11%
LPL Financial
9
LPL Financial
California
$481K +$49.6K +2,798 +12%
DADC
10
D.A. Davidson & Co
Montana
$457K +$453K +25,527 New
BTWM
11
Baker Tilly Wealth Management
Wisconsin
$449K +$442K +24,946 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$448K +$2.89K +163 +0.7%
SFSIG
13
San Francisco Sentry Investment Group
California
$434K
HWA
14
HCR Wealth Advisors
California
$383K
Bank of America
15
Bank of America
North Carolina
$378K -$20K -1,126 -5%
Citigroup
16
Citigroup
New York
$378K
EW
17
Evoke Wealth
California
$343K
Wells Fargo
18
Wells Fargo
California
$327K -$9.1K -513 -3%
GIP
19
Granite Investment Partners
California
$218K
HighTower Advisors
20
HighTower Advisors
Illinois
$196K
CAN
21
Cetera Advisor Networks
California
$189K +$186K +10,508 New
Millennium Management
22
Millennium Management
New York
$185K +$183K +10,312 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$122K +$8.87K +500 +8%
SIAG
24
Safeguard Investment Advisory Group
California
$98K +$96.9K +5,464 New
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$38K