PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.36M
2
LPL Financial
2
LPL Financial
California
$611K
3
Wells Fargo
3
Wells Fargo
California
$380K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$825K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$244K

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$961K
2
SWM
2
Spire Wealth Management
Virginia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.12M
4
Bank of America
4
Bank of America
North Carolina
$194K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.36M 333,793 +16,096 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.12M 111,302 -1,045 -0.9%
BWG
3
Beta Wealth Group
California
$2.03M 106,682 +862 +0.8%
MBTD
4
Mechanics Bank - Trust Department
California
$1.05M 54,950 – –
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$961K 50,462 -1,371 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$825K 43,298 +1,167 +3%
DTC
7
Davidson Trust Company
Washington
$713K 37,440 – –
UBS Group
8
UBS Group
Switzerland
$681K 35,768 +319 +0.9%
LPL Financial
9
LPL Financial
California
$611K 32,099 +4,267 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$494K 25,953 +831 +3%
DADC
11
D.A. Davidson & Co
Montana
$487K 25,571 +22 +0.1%
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$475K 24,946 – –
SFSIG
13
San Francisco Sentry Investment Group
California
$460K 24,145 – –
Citigroup
14
Citigroup
New York
$423K 22,199 – –
GJIC
15
Gamble Jones Investment Counsel
California
$381K 20,000 – –
Wells Fargo
16
Wells Fargo
California
$380K 19,960 +1,344 +7%
EW
17
Evoke Wealth
California
$363K 19,000 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$244K 12,802 +1,000 +8%
GIP
19
Granite Investment Partners
California
$231K 12,108 – –
HighTower Advisors
20
HighTower Advisors
Illinois
$209K 10,940 – –
CAN
21
Cetera Advisor Networks
California
$201K 10,554 +28 +0.3%
Bank of America
22
Bank of America
North Carolina
$194K 10,184 -838 -8%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$38K 2,000 – –
LWM
24
Liberty Wealth Management
California
$30K 1,600 – –
NFG
25
Next Financial Group
Texas
$29K 1,500 – –
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