PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.94M
2
LPL Financial
2
LPL Financial
California
$1.47M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$737K
4
RCG
4
Regatta Capital Group
California
$2.71M
5
LNC
5
Lincoln National Corp
Pennsylvania
$303K

Top Sellers

1
WWM
1
Western Wealth Management
Colorado
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$0
3
MBTD
3
Mechanics Bank - Trust Department
California
$549K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.52M
5
EW
5
Evoke Wealth
California
$218K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.33M 552,651 +3,975 +0.7%
GC
2
Guggenheim Capital
Illinois
$3.94M 261,234 +83,411 +47%
RCG
3
Regatta Capital Group
California
$2.71M 179,803 +31,600 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.52M 100,528 -4,833 -5%
LPL Financial
5
LPL Financial
California
$1.47M 97,221 +71,597 +279%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$811K 53,823 +7,966 +17%
AWS
7
Atria Wealth Solutions
New York
$778K 50,745 -1,000 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$737K 48,872 +38,800 +385%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$690K 45,758 +6 +0%
DTC
10
Davidson Trust Company
Washington
$564K 37,440 – –
MBTD
11
Mechanics Bank - Trust Department
California
$549K 36,450 -5,100 -12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$412K 27,383 +2,465 +10%
UBS Group
13
UBS Group
Switzerland
$410K 27,187 -51 -0.2%
GJIC
14
Gamble Jones Investment Counsel
California
$377K 25,000 – –
BTWM
15
Baker Tilly Wealth Management
Wisconsin
$376K 24,946 – –
TC
16
TownSquare Capital
Utah
$376K 24,946 – –
FPCP
17
Fort Point Capital Partners
California
$364K 24,145 – –
LNC
18
Lincoln National Corp
Pennsylvania
$303K 20,093 +20,093 New
Wells Fargo
19
Wells Fargo
California
$231K 15,334 +1,775 +13%
DADC
20
D.A. Davidson & Co
Montana
$230K 15,251 +74 +0.5%
HighTower Advisors
21
HighTower Advisors
Illinois
$225K 14,940 – –
EW
22
Evoke Wealth
California
$218K 14,434 -4,566 -24%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$158K 10,472 -4,218 -29%
EE
24
EWG Elevate
California
$146K 9,679 +9,679 New
Bank of America
25
Bank of America
North Carolina
$91.4K 6,068 +163 +3%
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