PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

27 hedge funds and large institutions have $21.3M invested in Pimco California Municipal Income Fund in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Regatta Capital Group
California
$960K
2
TC
2
TownSquare Capital
Utah
$463K
3
GC
3
Guggenheim Capital
Illinois
$781K
4
EWM
4
Empirical Wealth Management
Washington
$223K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.74M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.83M
2
CAN
2
Cetera Advisor Networks
California
$0
3
MBTD
3
Mechanics Bank - Trust Department
California
$919K
4
LPL Financial
4
LPL Financial
California
$489K
5
Wells Fargo
5
Wells Fargo
California
$297K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.74M 362,565 +8,829 +2%
BWG
2
Beta Wealth Group
California
$2.02M 106,637 – –
Osaic Holdings
3
Osaic Holdings
Arizona
$1.83M 98,384 -12,523 -11%
RCG
4
Regatta Capital Group
California
$960K 51,644 +51,644 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$940K 50,574 +8,239 +19%
MBTD
6
Mechanics Bank - Trust Department
California
$919K 49,450 -6,900 -12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$861K 46,348 – –
GC
8
Guggenheim Capital
Illinois
$781K 42,055 +24,213 +136%
DTC
9
Davidson Trust Company
Washington
$696K 37,440 – –
UBS Group
10
UBS Group
Switzerland
$642K 34,576 -2,187 -6%
LPL Financial
11
LPL Financial
California
$489K 26,315 -5,784 -18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$467K 25,166 -891 -3%
GJIC
13
Gamble Jones Investment Counsel
California
$465K 25,000 +5,000 +25%
BTWM
14
Baker Tilly Wealth Management
Wisconsin
$463K 24,946 – –
TC
15
TownSquare Capital
Utah
$463K 24,946 +24,946 New
FPCP
16
Fort Point Capital Partners
California
$449K 24,145 – –
DADC
17
D.A. Davidson & Co
Montana
$438K 23,540 -2,051 -8%
EW
18
Evoke Wealth
California
$354K 19,000 – –
Wells Fargo
19
Wells Fargo
California
$297K 15,956 -3,073 -16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$234K 12,572 +1,770 +16%
GIP
21
Granite Investment Partners
California
$225K 12,108 – –
EWM
22
Empirical Wealth Management
Washington
$223K 12,000 +12,000 New
HighTower Advisors
23
HighTower Advisors
Illinois
$203K 10,940 – –
Bank of America
24
Bank of America
North Carolina
$106K 5,694 -1,768 -24%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$37K 2,000 +2,000 New
1
2