PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

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
–

Top Buyers

1
RCG
1
Regatta Capital Group
California
$2.28M
2
AWS
2
Atria Wealth Solutions
New York
$720K
3
GC
3
Guggenheim Capital
Illinois
$2.46M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$203K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$635K
2
DADC
2
D.A. Davidson & Co
Montana
$210K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$345K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$139K
5
Bank of America
5
Bank of America
North Carolina
$82K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.6M 548,676 +34,625 +7%
GC
2
Guggenheim Capital
Illinois
$2.46M 177,823 +50,481 +40%
RCG
3
Regatta Capital Group
California
$2.28M 148,203 +126,195 +573%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.46M 105,361 +5,908 +6%
AWS
5
Atria Wealth Solutions
New York
$720K 51,745 +51,745 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$635K 45,857 -5,483 -11%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$634K 45,752 – –
MBTD
8
Mechanics Bank - Trust Department
California
$576K 41,550 +500 +1%
DTC
9
Davidson Trust Company
Washington
$519K 37,440 – –
UBS Group
10
UBS Group
Switzerland
$377K 27,238 +8,247 +43%
LPL Financial
11
LPL Financial
California
$355K 25,624 – –
GJIC
12
Gamble Jones Investment Counsel
California
$346K 25,000 – –
TC
13
TownSquare Capital
Utah
$346K 24,946 – –
BTWM
14
Baker Tilly Wealth Management
Wisconsin
$346K 24,946 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$345K 24,918 -4,772 -16%
FPCP
16
Fort Point Capital Partners
California
$334K 24,145 – –
EW
17
Evoke Wealth
California
$264K 19,000 – –
WWM
18
Western Wealth Management
Colorado
$245K 17,650 – –
DADC
19
D.A. Davidson & Co
Montana
$210K 15,177 -5,336 -26%
HighTower Advisors
20
HighTower Advisors
Illinois
$207K 14,940 +4,000 +37%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$203K 14,690 +14,690 New
Wells Fargo
22
Wells Fargo
California
$187K 13,559 -1 -0%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$158K 11,470 +11,470 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$139K 10,072 -3,500 -26%
Bank of America
25
Bank of America
North Carolina
$82K 5,905 -3,447 -37%
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