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PCQ

Pimco California Municipal Income Fund

25 hedge funds and large institutions have $19.9M invested in Pimco California Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

0.03% more ownership

Funds ownership: 5.56%5.59% (+0.03%)

0% more funds holding

Funds holding: 2525 (0)

0% less capital invested

Capital invested by funds: $20M → $19.9M (-$63K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
7
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
$6.69M +$378K +19,943 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.1M -$7.49K -395 -0.4%
BWG
3
Beta Wealth Group
California
$2.02M -$853 -45 -0%
MBTD
4
Mechanics Bank - Trust Department
California
$1.06M +$26.5K +1,400 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$876K -$78K -4,114 -8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$800K -$18.3K -963 -2%
DTC
7
Davidson Trust Company
Washington
$708K
UBS Group
8
UBS Group
Switzerland
$695K +$18.9K +995 +3%
LPL Financial
9
LPL Financial
California
$607K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$492K +$1.97K +104 +0.4%
DADC
11
D.A. Davidson & Co
Montana
$484K +$379 +20 +0.1%
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$471K
FPCP
13
Fort Point Capital Partners
California
$456K +$458K +24,145 New
GJIC
14
Gamble Jones Investment Counsel
California
$378K
Wells Fargo
15
Wells Fargo
California
$360K -$17.7K -931 -5%
EW
16
Evoke Wealth
California
$360K
GC
17
Guggenheim Capital
Illinois
$337K +$338K +17,842 New
GIP
18
Granite Investment Partners
California
$229K
HighTower Advisors
19
HighTower Advisors
Illinois
$206K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$204K -$37.9K -2,000 -16%
CAN
21
Cetera Advisor Networks
California
$200K +$512 +27 +0.3%
Bank of America
22
Bank of America
North Carolina
$141K -$51.6K -2,722 -27%
LWM
23
Liberty Wealth Management
California
$30K
NFG
24
Next Financial Group
Texas
$28K
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$1K +$19 +1 New