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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $26.2M → $28.4M (+$2.19M)

6% more funds holding

Funds holding: 3335 (+2)

5.36% more ownership

Funds ownership: 9.2%14.56% (+5.4%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.94M -$673K -62,610 -11%
RCM
2
Rivernorth Capital Management
Florida
$4.81M +$5.13M +477,162 New
GC
3
Guggenheim Capital
Illinois
$3.46M +$877K +81,562 +31%
ACA
4
Ackerman Capital Advisors
Texas
$3.01M +$3.21M +298,885 New
RCG
5
Regatta Capital Group
California
$2.71M
RCM
6
Robinson Capital Management
Michigan
$1.8M +$1.94M +180,508 New
LPL Financial
7
LPL Financial
California
$1.39M +$435K +40,445 +42%
Osaic Holdings
8
Osaic Holdings
Arizona
$954K -$63K -5,861 -6%
WAM
9
Wolverine Asset Management
Illinois
$641K +$684K +63,600 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$546K +$4.07K +378 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$472K -$21.5K -2,000 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$442K -$20.8K -1,930 -4%
DTC
13
Davidson Trust Company
Washington
$377K
CWP
14
Core Wealth Partners
California
$350K +$373K +34,695 New
UBS Group
15
UBS Group
Switzerland
$277K +$2.92K +272 +1%
Cerity Partners
16
Cerity Partners
New York
$252K +$269K +25,000 New
BTWM
17
Baker Tilly Wealth Management
Wisconsin
$251K
TC
18
TownSquare Capital
Utah
$251K
Creative Planning
19
Creative Planning
Kansas
$201K +$214K +19,891 New
FPCP
20
Fort Point Capital Partners
California
$197K -$49.2K -4,575 -19%
AWS
21
Atria Wealth Solutions
New York
$162K -$373K -34,695 -68%
MWM
22
Melfa Wealth Management
Massachusetts
$150K +$160K +14,898 New
HighTower Advisors
23
HighTower Advisors
Illinois
$150K
Wells Fargo
24
Wells Fargo
California
$148K -$7.45K -693 -5%
DADC
25
D.A. Davidson & Co
Montana
$144K -$9.93K -923 -6%