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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 2625 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.36M +$297K +16,096 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.12M -$19.3K -1,045 -0.9%
BWG
3
Beta Wealth Group
California
$2.03M +$15.9K +862 +0.8%
MBTD
4
Mechanics Bank - Trust Department
California
$1.05M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$961K -$25.3K -1,371 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$825K +$21.5K +1,167 +3%
DTC
7
Davidson Trust Company
Washington
$713K
UBS Group
8
UBS Group
Switzerland
$681K +$5.88K +319 +0.9%
LPL Financial
9
LPL Financial
California
$611K +$78.7K +4,267 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$494K +$15.3K +831 +3%
DADC
11
D.A. Davidson & Co
Montana
$487K +$406 +22 +0.1%
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$475K
SFSIG
13
San Francisco Sentry Investment Group
California
$460K
Citigroup
14
Citigroup
New York
$423K
GJIC
15
Gamble Jones Investment Counsel
California
$381K
Wells Fargo
16
Wells Fargo
California
$380K +$24.8K +1,344 +7%
EW
17
Evoke Wealth
California
$363K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$244K +$18.4K +1,000 +8%
GIP
19
Granite Investment Partners
California
$231K
HighTower Advisors
20
HighTower Advisors
Illinois
$209K
CAN
21
Cetera Advisor Networks
California
$201K +$516 +28 +0.3%
Bank of America
22
Bank of America
North Carolina
$194K -$15.5K -838 -8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$38K
LWM
24
Liberty Wealth Management
California
$30K
NFG
25
Next Financial Group
Texas
$29K