PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

26 hedge funds and large institutions have $20.1M invested in Pimco California Municipal Income Fund in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCG
1
Regatta Capital Group
California
$2.23M
2
GC
2
Guggenheim Capital
Illinois
$1.28M
3
WWM
3
Western Wealth Management
Colorado
$278K
4
BWG
4
Beta Wealth Group
California
$1.9M
5
Bank of America
5
Bank of America
North Carolina
$152K

Top Sellers

1
GIP
1
Granite Investment Partners
California
$0
2
EWM
2
Empirical Wealth Management
Washington
$0
3
MBTD
3
Mechanics Bank - Trust Department
California
$605K
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$703K
5
SWM
5
Spire Wealth Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.72M 364,317 +1,752 +0.5%
RCG
2
Regatta Capital Group
California
$2.23M 142,165 +90,521 +175%
BWG
3
Beta Wealth Group
California
$1.9M 120,812 +14,175 +13%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.55M 98,885 +501 +0.5%
GC
5
Guggenheim Capital
Illinois
$1.28M 81,372 +39,317 +93%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$777K 49,499 -1,075 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$703K 44,752 -1,596 -3%
MBTD
8
Mechanics Bank - Trust Department
California
$605K 38,550 -10,900 -22%
DTC
9
Davidson Trust Company
Washington
$588K 37,440 – –
UBS Group
10
UBS Group
Switzerland
$549K 34,939 +363 +1%
DADC
11
D.A. Davidson & Co
Montana
$416K 26,525 +2,985 +13%
LPL Financial
12
LPL Financial
California
$413K 26,315 – –
GJIC
13
Gamble Jones Investment Counsel
California
$393K 25,000 – –
BTWM
14
Baker Tilly Wealth Management
Wisconsin
$392K 24,946 – –
TC
15
TownSquare Capital
Utah
$392K 24,946 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$388K 24,725 -441 -2%
FPCP
17
Fort Point Capital Partners
California
$379K 24,145 – –
EW
18
Evoke Wealth
California
$300K 19,000 – –
WWM
19
Western Wealth Management
Colorado
$278K 17,650 +17,650 New
Wells Fargo
20
Wells Fargo
California
$244K 15,527 -429 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$205K 13,072 +500 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$172K 10,940 – –
Bank of America
23
Bank of America
North Carolina
$152K 9,675 +3,981 +70%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$31K 2,000 – –
PFS
25
Prospera Financial Services
Texas
$24K 1,552 +1,552 New
1
2