PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

35 hedge funds and large institutions have $28.4M invested in Pimco California Municipal Income Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.81M
2
ACA
2
Ackerman Capital Advisors
Texas
$3.01M
3
RCM
3
Robinson Capital Management
Michigan
$1.8M
4
GC
4
Guggenheim Capital
Illinois
$3.46M
5
WAM
5
Wolverine Asset Management
Illinois
$641K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.94M
2
AWS
2
Atria Wealth Solutions
New York
$162K
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
MBTD
4
Mechanics Bank - Trust Department
California
$102K
5
EW
5
Evoke Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.94M 490,041 -62,610 -11%
RCM
2
Rivernorth Capital Management
Florida
$4.81M 477,162 +477,162 New
GC
3
Guggenheim Capital
Illinois
$3.46M 342,796 +81,562 +31%
ACA
4
Ackerman Capital Advisors
Texas
$3.01M 298,885 +298,885 New
RCG
5
Regatta Capital Group
California
$2.71M 179,803 – –
RCM
6
Robinson Capital Management
Michigan
$1.8M 180,508 +180,508 New
LPL Financial
7
LPL Financial
California
$1.39M 137,666 +40,445 +42%
Osaic Holdings
8
Osaic Holdings
Arizona
$954K 94,667 -5,861 -6%
WAM
9
Wolverine Asset Management
Illinois
$641K 63,600 +63,600 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$546K 54,201 +378 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$472K 46,872 -2,000 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$442K 43,828 -1,930 -4%
DTC
13
Davidson Trust Company
Washington
$377K 37,440 – –
CWP
14
Core Wealth Partners
California
$350K 34,695 +34,695 New
UBS Group
15
UBS Group
Switzerland
$277K 27,459 +272 +1%
Cerity Partners
16
Cerity Partners
New York
$252K 25,000 +25,000 New
TC
17
TownSquare Capital
Utah
$251K 24,946 – –
BTWM
18
Baker Tilly Wealth Management
Wisconsin
$251K 24,946 – –
Creative Planning
19
Creative Planning
Kansas
$201K 19,891 +19,891 New
FPCP
20
Fort Point Capital Partners
California
$197K 19,570 -4,575 -19%
AWS
21
Atria Wealth Solutions
New York
$162K 16,050 -34,695 -68%
MWM
22
Melfa Wealth Management
Massachusetts
$150K 14,898 +14,898 New
HighTower Advisors
23
HighTower Advisors
Illinois
$150K 14,940 – –
Wells Fargo
24
Wells Fargo
California
$148K 14,641 -693 -5%
DADC
25
D.A. Davidson & Co
Montana
$144K 14,328 -923 -6%
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