Pimco California Municipal Income Fund
PCQ
25 hedge funds and large institutions have $20M invested in Pimco California Municipal Income Fund in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
9% more capital invested
Capital invested by funds: $18.3M → $20M (+$1.68M)
0.11% more ownership
Funds ownership: 5.45% → 5.56% (+0.11%)
4% less funds holding
Funds holding: 26 → 25 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$297K |
| 2 |
LPL Financial
San Diego,
California
|
+$78.7K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$24.8K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$21.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$25.3K |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$24K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.3K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$15.5K |
PCQ Hedge Fund Activity: Q2 2021 in Review
25 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q2 2021, worth a combined $20M — up 9.2% from $18.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PCQ and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 10 added.
The largest buyer was Morgan Stanley, adding an estimated $297K. The largest seller was Cetera Investment Advisers, cutting an estimated $25.3K.
- 25 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q2 2021, down from 26 in Q1 2021.
- Funds reported $20M of Pimco California Municipal Income Fund stock for Q2 2021, up 9.2% quarter-over-quarter.
- 0 funds opened new Pimco California Municipal Income Fund positions in Q2 2021 and 1 closed out, a net change of -1 holder.
- The largest Pimco California Municipal Income Fund buyer in Q2 2021 was Morgan Stanley, an estimated $297K added.
- The largest Pimco California Municipal Income Fund seller in Q2 2021 was Cetera Investment Advisers, an estimated $25.3K sold.
Based on aggregated 13F filings for Q2 2021.