We are live on ! Find out more
PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0.32% less ownership

Funds ownership: 6.76%6.44% (-0.32%)

6% less capital invested

Capital invested by funds: $20.1M → $18.8M (-$1.3M)

8% less funds holding

Funds holding: 2624 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.4%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.92M +$2.28M +149,734 +41%
GC
2
Guggenheim Capital
Illinois
$1.96M +$699K +45,970 +56%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.53M +$8.64K +568 +0.6%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$791K +$28K +1,841 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$705K +$15.2K +1,000 +2%
MBTD
6
Mechanics Bank - Trust Department
California
$633K +$38K +2,500 +6%
DTC
7
Davidson Trust Company
Washington
$577K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$457K +$75.5K +4,965 +20%
LPL Financial
9
LPL Financial
California
$395K -$10.5K -691 -3%
GJIC
10
Gamble Jones Investment Counsel
California
$385K
BTWM
11
Baker Tilly Wealth Management
Wisconsin
$384K
TC
12
TownSquare Capital
Utah
$384K
FPCP
13
Fort Point Capital Partners
California
$372K
RCG
14
Regatta Capital Group
California
$339K -$1.83M -120,157 -85%
DADC
15
D.A. Davidson & Co
Montana
$316K -$91.5K -6,012 -23%
EW
16
Evoke Wealth
California
$294K
UBS Group
17
UBS Group
Switzerland
$293K -$243K -15,948 -46%
WWM
18
Western Wealth Management
Colorado
$271K
Wells Fargo
19
Wells Fargo
California
$209K -$29.9K -1,967 -13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$209K +$7.61K +500 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$169K
Bank of America
22
Bank of America
North Carolina
$144K -$4.91K -323 -3%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$31K
FIA
24
FNY Investment Advisers
New York
$3K
BWG
25
Beta Wealth Group
California
-$1.9M -120,812 Closed