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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

2% more capital invested

Capital invested by funds: $18M → $18.3M (+$271K)

0.13% more ownership

Funds ownership: 5.32%5.45% (+0.13%)

10% less funds holding

Funds holding: 2926 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.66M +$75.3K +4,162 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$2M +$573K +31,665 +39%
BWG
3
Beta Wealth Group
California
$1.89M +$96.5K +5,337 +5%
MBTD
4
Mechanics Bank - Trust Department
California
$979K
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$923K -$2.19K -121 -0.2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$750K +$55.3K +3,059 +8%
DTC
7
Davidson Trust Company
Washington
$666K
UBS Group
8
UBS Group
Switzerland
$631K +$26.4K +1,461 +4%
LPL Financial
9
LPL Financial
California
$496K +$19.1K +1,056 +4%
DADC
10
D.A. Davidson & Co
Montana
$455K +$398 +22 +0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$447K +$3.08K +170 +0.7%
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$444K
SFSIG
13
San Francisco Sentry Investment Group
California
$430K
Citigroup
14
Citigroup
New York
$395K +$21.7K +1,200 +6%
GJIC
15
Gamble Jones Investment Counsel
California
$356K +$362K +20,000 New
EW
16
Evoke Wealth
California
$340K
Wells Fargo
17
Wells Fargo
California
$332K +$7.76K +429 +2%
GIP
18
Granite Investment Partners
California
$216K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$210K +$90.5K +5,000 +74%
Bank of America
20
Bank of America
North Carolina
$196K -$181K -10,014 -48%
HighTower Advisors
21
HighTower Advisors
Illinois
$195K
CAN
22
Cetera Advisor Networks
California
$187K +$326 +18 +0.2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$38K
LWM
24
Liberty Wealth Management
California
$29K
NFG
25
Next Financial Group
Texas
$27K