PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

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
–

Top Buyers

1
FPCP
1
Fort Point Capital Partners
California
$456K
2
Morgan Stanley
2
Morgan Stanley
New York
$6.69M
3
GC
3
Guggenheim Capital
Illinois
$337K
4
MBTD
4
Mechanics Bank - Trust Department
California
$1.07M
5
UBS Group
5
UBS Group
Switzerland
$695K

Top Sellers

1
Citigroup
1
Citigroup
New York
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$876K
3
Bank of America
3
Bank of America
North Carolina
$141K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$204K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$800K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.69M 353,736 +19,943 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.1M 110,907 -395 -0.4%
BWG
3
Beta Wealth Group
California
$2.02M 106,637 -45 -0%
MBTD
4
Mechanics Bank - Trust Department
California
$1.07M 56,350 +1,400 +3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$876K 46,348 -4,114 -8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$800K 42,335 -963 -2%
DTC
7
Davidson Trust Company
Washington
$708K 37,440 – –
UBS Group
8
UBS Group
Switzerland
$695K 36,763 +995 +3%
LPL Financial
9
LPL Financial
California
$607K 32,099 – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$492K 26,057 +104 +0.4%
DADC
11
D.A. Davidson & Co
Montana
$484K 25,591 +20 +0.1%
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$471K 24,946 – –
FPCP
13
Fort Point Capital Partners
California
$456K 24,145 +24,145 New
GJIC
14
Gamble Jones Investment Counsel
California
$378K 20,000 – –
Wells Fargo
15
Wells Fargo
California
$360K 19,029 -931 -5%
EW
16
Evoke Wealth
California
$360K 19,000 – –
GC
17
Guggenheim Capital
Illinois
$337K 17,842 +17,842 New
GIP
18
Granite Investment Partners
California
$229K 12,108 – –
HighTower Advisors
19
HighTower Advisors
Illinois
$206K 10,940 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$204K 10,802 -2,000 -16%
CAN
21
Cetera Advisor Networks
California
$200K 10,581 +27 +0.3%
Bank of America
22
Bank of America
North Carolina
$141K 7,462 -2,722 -27%
LWM
23
Liberty Wealth Management
California
$30K 1,600 – –
NFG
24
Next Financial Group
Texas
$28K 1,500 – –
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$1K 1 +1 New
1
2