PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

24 hedge funds and large institutions have $18.8M invested in Pimco California Municipal Income Fund in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.92M
2
GC
2
Guggenheim Capital
Illinois
$1.96M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$457K
4
MBTD
4
Mechanics Bank - Trust Department
California
$633K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$791K

Top Sellers

1
BWG
1
Beta Wealth Group
California
$0
2
RCG
2
Regatta Capital Group
California
$339K
3
UBS Group
3
UBS Group
Switzerland
$293K
4
DADC
4
D.A. Davidson & Co
Montana
$316K
5
Wells Fargo
5
Wells Fargo
California
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.92M 514,051 +149,734 +41%
GC
2
Guggenheim Capital
Illinois
$1.96M 127,342 +45,970 +56%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.53M 99,453 +568 +0.6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$791K 51,340 +1,841 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$705K 45,752 +1,000 +2%
MBTD
6
Mechanics Bank - Trust Department
California
$633K 41,050 +2,500 +6%
DTC
7
Davidson Trust Company
Washington
$577K 37,440 – –
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$457K 29,690 +4,965 +20%
LPL Financial
9
LPL Financial
California
$395K 25,624 -691 -3%
GJIC
10
Gamble Jones Investment Counsel
California
$385K 25,000 – –
TC
11
TownSquare Capital
Utah
$384K 24,946 – –
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$384K 24,946 – –
FPCP
13
Fort Point Capital Partners
California
$372K 24,145 – –
RCG
14
Regatta Capital Group
California
$339K 22,008 -120,157 -85%
DADC
15
D.A. Davidson & Co
Montana
$316K 20,513 -6,012 -23%
EW
16
Evoke Wealth
California
$294K 19,000 – –
UBS Group
17
UBS Group
Switzerland
$293K 18,991 -15,948 -46%
WWM
18
Western Wealth Management
Colorado
$271K 17,650 – –
Wells Fargo
19
Wells Fargo
California
$209K 13,560 -1,967 -13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$209K 13,572 +500 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$169K 10,940 – –
Bank of America
22
Bank of America
North Carolina
$144K 9,352 -323 -3%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$31K 2,000 – –
FIA
24
FNY Investment Advisers
New York
$3K 200 – –
BWG
25
Beta Wealth Group
California
– – -120,812 Closed
1
2