PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

26 hedge funds and large institutions have $18.3M invested in Pimco California Municipal Income Fund in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2M
2
GJIC
2
Gamble Jones Investment Counsel
California
$356K
3
BWG
3
Beta Wealth Group
California
$1.89M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$210K
5
Morgan Stanley
5
Morgan Stanley
New York
$5.66M

Top Sellers

1
HWA
1
HCR Wealth Advisors
California
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Bank of America
3
Bank of America
North Carolina
$196K
4
SIAG
4
Safeguard Investment Advisory Group
California
$0
5
WT
5
Whittier Trust
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.66M 317,697 +4,162 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$2M 112,347 +31,665 +39%
BWG
3
Beta Wealth Group
California
$1.89M 105,820 +5,337 +5%
MBTD
4
Mechanics Bank - Trust Department
California
$979K 54,950 – –
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$923K 51,833 -121 -0.2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$750K 42,131 +3,059 +8%
DTC
7
Davidson Trust Company
Washington
$666K 37,440 – –
UBS Group
8
UBS Group
Switzerland
$631K 35,449 +1,461 +4%
LPL Financial
9
LPL Financial
California
$496K 27,832 +1,056 +4%
DADC
10
D.A. Davidson & Co
Montana
$455K 25,549 +22 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$447K 25,122 +170 +0.7%
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$444K 24,946 – –
SFSIG
13
San Francisco Sentry Investment Group
California
$430K 24,145 – –
Citigroup
14
Citigroup
New York
$395K 22,199 +1,200 +6%
GJIC
15
Gamble Jones Investment Counsel
California
$356K 20,000 +20,000 New
EW
16
Evoke Wealth
California
$340K 19,000 – –
Wells Fargo
17
Wells Fargo
California
$332K 18,616 +429 +2%
GIP
18
Granite Investment Partners
California
$216K 12,108 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$210K 11,802 +5,000 +74%
Bank of America
20
Bank of America
North Carolina
$196K 11,022 -10,014 -48%
HighTower Advisors
21
HighTower Advisors
Illinois
$195K 10,940 – –
CAN
22
Cetera Advisor Networks
California
$187K 10,526 +18 +0.2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$38K 2,000 – –
LWM
24
Liberty Wealth Management
California
$29K 1,600 – –
NFG
25
Next Financial Group
Texas
$27K 1,500 – –
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