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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

23% more funds holding

Funds holding: 3543 (+8)

1.57% more ownership

Funds ownership: 15.74%17.32% (+1.6%)

6% less capital invested

Capital invested by funds: $29.3M → $27.4M (-$1.88M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.68%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$4.91M -$153K -16,030 -3%
GC
2
Guggenheim Capital
Illinois
$3.1M -$128K -13,466 -3%
Morgan Stanley
3
Morgan Stanley
New York
$2.82M -$772K -80,922 -19%
ACA
4
Ackerman Capital Advisors
Texas
$2.17M -$246K -25,808 -9%
RCM
5
Robinson Capital Management
Michigan
$1.86M +$40.6K +4,263 +2%
LPL Financial
6
LPL Financial
California
$1.78M +$81.5K +8,549 +4%
Wells Fargo
7
Wells Fargo
California
$1.65M +$1.78M +186,724 +1,706%
MWM
8
Melfa Wealth Management
Massachusetts
$1.15M +$798K +83,690 +153%
WAM
9
Wolverine Asset Management
Illinois
$1.1M +$253K +26,503 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
$717K -$92.8K -9,735 -10%
FFA
11
First Foundation Advisors
California
$608K
AAM
12
Advisors Asset Management
Colorado
$476K +$310K +32,523 +133%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$433K -$39.4K -4,131 -7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$383K -$2.53K -265 -0.6%
Bank of America
15
Bank of America
North Carolina
$373K +$166K +17,427 +64%
DTC
16
Davidson Trust Company
Washington
$312K
CWP
17
Core Wealth Partners
California
$289K
UBS Group
18
UBS Group
Switzerland
$224K +$2.76K +289 +1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$223K -$9.06K -950 -3%
RCG
20
Regatta Capital Group
California
$219K -$69.7K -7,310 -22%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$212K +$242K +25,378 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$211K -$15.5K -1,627 -6%
Cerity Partners
23
Cerity Partners
New York
$209K
BI
24
Bramshill Investments
Florida
$209K +$238K +25,000 New
BTWM
25
Baker Tilly Wealth Management
Wisconsin
$208K