PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

43 hedge funds and large institutions have $27.4M invested in Pimco California Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
8
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.65M
2
MWM
2
Melfa Wealth Management
Massachusetts
$1.15M
3
AAM
3
Advisors Asset Management
Colorado
$476K
4
WAM
4
Wolverine Asset Management
Illinois
$1.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$212K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.82M
2
ACA
2
Ackerman Capital Advisors
Texas
$2.17M
3
RCM
3
Rivernorth Capital Management
Florida
$4.91M
4
DADC
4
D.A. Davidson & Co
Montana
$0
5
GC
5
Guggenheim Capital
Illinois
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$4.91M 588,732 -16,030 -3%
GC
2
Guggenheim Capital
Illinois
$3.1M 371,913 -13,466 -3%
Morgan Stanley
3
Morgan Stanley
New York
$2.82M 338,065 -80,922 -19%
ACA
4
Ackerman Capital Advisors
Texas
$2.17M 260,790 -25,808 -9%
RCM
5
Robinson Capital Management
Michigan
$1.86M 223,348 +4,263 +2%
LPL Financial
6
LPL Financial
California
$1.78M 213,272 +8,549 +4%
Wells Fargo
7
Wells Fargo
California
$1.65M 197,670 +186,724 +1,706%
MWM
8
Melfa Wealth Management
Massachusetts
$1.15M 138,418 +83,690 +153%
WAM
9
Wolverine Asset Management
Illinois
$1.1M 131,474 +26,503 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
$717K 86,018 -9,735 -10%
FFA
11
First Foundation Advisors
California
$608K 72,949 – –
AAM
12
Advisors Asset Management
Colorado
$476K 57,045 +32,523 +133%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$433K 51,883 -4,131 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$383K 45,972 -265 -0.6%
Bank of America
15
Bank of America
North Carolina
$373K 44,667 +17,427 +64%
DTC
16
Davidson Trust Company
Washington
$312K 37,440 – –
CWP
17
Core Wealth Partners
California
$289K 34,695 – –
UBS Group
18
UBS Group
Switzerland
$224K 26,896 +289 +1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$223K 26,741 -950 -3%
RCG
20
Regatta Capital Group
California
$219K 26,213 -7,310 -22%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$212K 25,378 +25,378 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$211K 25,266 -1,627 -6%
Cerity Partners
23
Cerity Partners
New York
$209K 25,000 – –
BI
24
Bramshill Investments
Florida
$209K 25,000 +25,000 New
BTWM
25
Baker Tilly Wealth Management
Wisconsin
$208K 24,946 – –
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