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PCQ

Pimco California Municipal Income Fund

35 hedge funds and large institutions have $29.3M invested in Pimco California Municipal Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.19% more ownership

Funds ownership: 14.56%15.74% (+1.2%)

3% more capital invested

Capital invested by funds: $28.4M → $29.3M (+$847K)

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$5.93M +$1.26M +127,600 +27%
Morgan Stanley
2
Morgan Stanley
New York
$4.11M -$702K -71,054 -14%
GC
3
Guggenheim Capital
Illinois
$3.78M +$421K +42,583 +12%
ACA
4
Ackerman Capital Advisors
Texas
$2.81M -$121K -12,287 -4%
RCM
5
Robinson Capital Management
Michigan
$2.15M +$381K +38,577 +21%
LPL Financial
6
LPL Financial
California
$2.01M +$663K +67,057 +49%
WAM
7
Wolverine Asset Management
Illinois
$1.03M +$409K +41,371 +65%
Osaic Holdings
8
Osaic Holdings
Arizona
$938K +$10.7K +1,086 +1%
FFA
9
First Foundation Advisors
California
$715K +$721K +72,949 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$549K +$17.9K +1,813 +3%
MWM
11
Melfa Wealth Management
Massachusetts
$536K +$394K +39,830 +267%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$453K -$6.28K -635 -1%
DTC
13
Davidson Trust Company
Washington
$367K
CWP
14
Core Wealth Partners
California
$340K
RCG
15
Regatta Capital Group
California
$329K -$1.45M -146,280 -81%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$271K -$160K -16,137 -37%
Bank of America
17
Bank of America
North Carolina
$267K +$246K +24,837 +1,034%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$264K -$3.29K -333 -1%
UBS Group
19
UBS Group
Switzerland
$261K -$8.42K -852 -3%
Cerity Partners
20
Cerity Partners
New York
$245K
BTWM
21
Baker Tilly Wealth Management
Wisconsin
$244K
TC
22
TownSquare Capital
Utah
$244K
AAM
23
Advisors Asset Management
Colorado
$240K +$242K +24,522 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$214K +$216K +21,878 New
Creative Planning
25
Creative Planning
Kansas
$164K -$31.1K -3,141 -16%