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PCQ

Pimco California Municipal Income Fund

28 hedge funds and large institutions have $21.1M invested in Pimco California Municipal Income Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 2428 (+4)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

12% more capital invested

Capital invested by funds: $18.8M → $21.1M (+$2.31M)

1.52% more ownership

Funds ownership: 6.44%7.96% (+1.5%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.6M +$520K +34,625 +7%
GC
2
Guggenheim Capital
Illinois
$2.46M +$758K +50,481 +40%
RCG
3
Regatta Capital Group
California
$2.28M +$1.9M +126,195 +573%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.46M +$88.7K +5,908 +6%
AWS
5
Atria Wealth Solutions
New York
$720K +$777K +51,745 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$635K -$82.4K -5,483 -11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$634K
MBTD
8
Mechanics Bank - Trust Department
California
$576K +$7.51K +500 +1%
DTC
9
Davidson Trust Company
Washington
$519K
UBS Group
10
UBS Group
Switzerland
$377K +$124K +8,247 +43%
LPL Financial
11
LPL Financial
California
$355K
BTWM
12
Baker Tilly Wealth Management
Wisconsin
$346K
GJIC
13
Gamble Jones Investment Counsel
California
$346K
TC
14
TownSquare Capital
Utah
$346K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$345K -$71.7K -4,772 -16%
FPCP
16
Fort Point Capital Partners
California
$334K
EW
17
Evoke Wealth
California
$264K
WWM
18
Western Wealth Management
Colorado
$245K
DADC
19
D.A. Davidson & Co
Montana
$210K -$80.1K -5,336 -26%
HighTower Advisors
20
HighTower Advisors
Illinois
$207K +$60.1K +4,000 +37%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$203K +$221K +14,690 New
Wells Fargo
22
Wells Fargo
California
$187K -$15 -1 -0%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$158K +$172K +11,470 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$139K -$52.6K -3,500 -26%
Bank of America
25
Bank of America
North Carolina
$82K -$51.8K -3,447 -37%