Pimco California Municipal Income Fund
PCQ
33 hedge funds and large institutions have $26.2M invested in Pimco California Municipal Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
505% more capital inflows, than outflows
Capital inflows: $4.24M | Capital outflows: $701K
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
18% more funds holding
Funds holding: 28 → 33 (+5)
1.24% more ownership
Funds ownership: 7.96% → 9.2% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.25M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$582K |
| 4 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$474K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$245K |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$158K |
| 3 |
MBTD
Mechanics Bank - Trust Department
Walnut Creek,
California
|
-$76.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$72.5K |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$68.5K |
PCQ Hedge Fund Activity: Q4 2022 in Review
33 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Pimco California Municipal Income Fund (PCQ) for Q4 2022, worth a combined $26.2M — up 24% from $21.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PCQ positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.25M. The largest seller was Western Wealth Management, exiting entirely with an estimated $245K sold.
- 33 institutional investors held Pimco California Municipal Income Fund (PCQ) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $26.2M of Pimco California Municipal Income Fund stock for Q4 2022, up 24% quarter-over-quarter.
- 8 funds opened new Pimco California Municipal Income Fund positions in Q4 2022 and 3 closed out, a net change of +5 holders.
- The largest Pimco California Municipal Income Fund buyer in Q4 2022 was Guggenheim Capital, an estimated $1.25M added.
- The largest Pimco California Municipal Income Fund seller in Q4 2022 was Western Wealth Management, an estimated $245K sold.
Based on aggregated 13F filings for Q4 2022.