We are live on ! Find out more
PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0.7% more ownership

Funds ownership: 6.06%6.76% (+0.7%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4% less funds holding

Funds holding: 2726 (-1)

6% less capital invested

Capital invested by funds: $21.3M → $20.1M (-$1.25M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.72M +$29K +1,752 +0.5%
RCG
2
Regatta Capital Group
California
$2.23M +$1.5M +90,521 +175%
BWG
3
Beta Wealth Group
California
$1.9M +$235K +14,175 +13%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.55M +$8.3K +501 +0.5%
GC
5
Guggenheim Capital
Illinois
$1.28M +$652K +39,317 +93%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$777K -$17.8K -1,075 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$703K -$26.4K -1,596 -3%
MBTD
8
Mechanics Bank - Trust Department
California
$605K -$181K -10,900 -22%
DTC
9
Davidson Trust Company
Washington
$588K
UBS Group
10
UBS Group
Switzerland
$549K +$6.02K +363 +1%
DADC
11
D.A. Davidson & Co
Montana
$416K +$49.5K +2,985 +13%
LPL Financial
12
LPL Financial
California
$413K
GJIC
13
Gamble Jones Investment Counsel
California
$393K
BTWM
14
Baker Tilly Wealth Management
Wisconsin
$392K
TC
15
TownSquare Capital
Utah
$392K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$388K -$7.31K -441 -2%
FPCP
17
Fort Point Capital Partners
California
$379K
EW
18
Evoke Wealth
California
$300K
WWM
19
Western Wealth Management
Colorado
$278K +$292K +17,650 New
Wells Fargo
20
Wells Fargo
California
$244K -$7.11K -429 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$205K +$8.29K +500 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$172K
Bank of America
23
Bank of America
North Carolina
$152K +$66K +3,981 +70%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$31K
PFS
25
Prospera Financial Services
Texas
$24K +$25.7K +1,552 New