We are live on ! Find out more
PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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

24% more capital invested

Capital invested by funds: $21.1M → $26.2M (+$5.14M)

18% more funds holding

Funds holding: 2833 (+5)

1.24% more ownership

Funds ownership: 7.96%9.2% (+1.2%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.33M +$59.6K +3,975 +0.7%
GC
2
Guggenheim Capital
Illinois
$3.94M +$1.25M +83,411 +47%
RCG
3
Regatta Capital Group
California
$2.71M +$474K +31,600 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.51M -$72.5K -4,833 -5%
LPL Financial
5
LPL Financial
California
$1.47M +$1.07M +71,597 +279%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$811K +$119K +7,966 +17%
AWS
7
Atria Wealth Solutions
New York
$778K -$15K -1,000 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$737K +$582K +38,800 +385%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$690K +$90 +6 +0%
DTC
10
Davidson Trust Company
Washington
$564K
MBTD
11
Mechanics Bank - Trust Department
California
$549K -$76.5K -5,100 -12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$412K +$37K +2,465 +10%
UBS Group
13
UBS Group
Switzerland
$410K -$765 -51 -0.2%
GJIC
14
Gamble Jones Investment Counsel
California
$377K
BTWM
15
Baker Tilly Wealth Management
Wisconsin
$376K
TC
16
TownSquare Capital
Utah
$376K
FPCP
17
Fort Point Capital Partners
California
$364K
LNC
18
Lincoln National Corp
Pennsylvania
$303K +$301K +20,093 New
Wells Fargo
19
Wells Fargo
California
$231K +$26.6K +1,775 +13%
DADC
20
D.A. Davidson & Co
Montana
$230K +$1.11K +74 +0.5%
HighTower Advisors
21
HighTower Advisors
Illinois
$225K
EW
22
Evoke Wealth
California
$218K -$68.5K -4,566 -24%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$158K -$63.2K -4,218 -29%
EE
24
EWG Elevate
California
$146K +$145K +9,679 New
Bank of America
25
Bank of America
North Carolina
$91.4K +$2.44K +163 +3%