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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 2527 (+2)

7% more capital invested

Capital invested by funds: $19.9M → $21.3M (+$1.41M)

0.48% more ownership

Funds ownership: 5.59%6.06% (+0.48%)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.74M +$169K +8,829 +2%
BWG
2
Beta Wealth Group
California
$2.02M
Osaic Holdings
3
Osaic Holdings
Arizona
$1.83M -$239K -12,523 -11%
RCG
4
Regatta Capital Group
California
$960K +$986K +51,644 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$940K +$157K +8,239 +19%
MBTD
6
Mechanics Bank - Trust Department
California
$919K -$132K -6,900 -12%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$861K
GC
8
Guggenheim Capital
Illinois
$781K +$462K +24,213 +136%
DTC
9
Davidson Trust Company
Washington
$696K
UBS Group
10
UBS Group
Switzerland
$642K -$41.8K -2,187 -6%
LPL Financial
11
LPL Financial
California
$489K -$110K -5,784 -18%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$467K -$17K -891 -3%
GJIC
13
Gamble Jones Investment Counsel
California
$465K +$95.5K +5,000 +25%
BTWM
14
Baker Tilly Wealth Management
Wisconsin
$463K
TC
15
TownSquare Capital
Utah
$463K +$476K +24,946 New
FPCP
16
Fort Point Capital Partners
California
$449K
DADC
17
D.A. Davidson & Co
Montana
$438K -$39.2K -2,051 -8%
EW
18
Evoke Wealth
California
$354K
Wells Fargo
19
Wells Fargo
California
$297K -$58.7K -3,073 -16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$234K +$33.8K +1,770 +16%
GIP
21
Granite Investment Partners
California
$225K
EWM
22
Empirical Wealth Management
Washington
$223K +$229K +12,000 New
HighTower Advisors
23
HighTower Advisors
Illinois
$203K
Bank of America
24
Bank of America
North Carolina
$106K -$33.8K -1,768 -24%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$37K +$38.2K +2,000 New