PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

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.

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
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.93M
2
FFA
2
First Foundation Advisors
California
$715K
3
LPL Financial
3
LPL Financial
California
$2.01M
4
GC
4
Guggenheim Capital
Illinois
$3.78M
5
WAM
5
Wolverine Asset Management
Illinois
$1.03M

Top Sellers

1
RCG
1
Regatta Capital Group
California
$329K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.11M
3
FPCP
3
Fort Point Capital Partners
California
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$271K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$5.93M 604,762 +127,600 +27%
Morgan Stanley
2
Morgan Stanley
New York
$4.11M 418,987 -71,054 -14%
GC
3
Guggenheim Capital
Illinois
$3.78M 385,379 +42,583 +12%
ACA
4
Ackerman Capital Advisors
Texas
$2.81M 286,598 -12,287 -4%
RCM
5
Robinson Capital Management
Michigan
$2.15M 219,085 +38,577 +21%
LPL Financial
6
LPL Financial
California
$2.01M 204,723 +67,057 +49%
WAM
7
Wolverine Asset Management
Illinois
$1.03M 104,971 +41,371 +65%
Osaic Holdings
8
Osaic Holdings
Arizona
$938K 95,753 +1,086 +1%
FFA
9
First Foundation Advisors
California
$715K 72,949 +72,949 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$549K 56,014 +1,813 +3%
MWM
11
Melfa Wealth Management
Massachusetts
$536K 54,728 +39,830 +267%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$453K 46,237 -635 -1%
DTC
13
Davidson Trust Company
Washington
$367K 37,440 – –
CWP
14
Core Wealth Partners
California
$340K 34,695 – –
RCG
15
Regatta Capital Group
California
$329K 33,523 -146,280 -81%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$271K 27,691 -16,137 -37%
Bank of America
17
Bank of America
North Carolina
$267K 27,240 +24,837 +1,034%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$264K 26,893 -333 -1%
UBS Group
19
UBS Group
Switzerland
$261K 26,607 -852 -3%
Cerity Partners
20
Cerity Partners
New York
$245K 25,000 – –
TC
21
TownSquare Capital
Utah
$244K 24,946 – –
BTWM
22
Baker Tilly Wealth Management
Wisconsin
$244K 24,946 – –
AAM
23
Advisors Asset Management
Colorado
$240K 24,522 +24,522 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$214K 21,878 +21,878 New
Creative Planning
25
Creative Planning
Kansas
$164K 16,750 -3,141 -16%
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