PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

52 hedge funds and large institutions have $38.1M invested in Pimco California Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+9
Holders Change %
+20.93%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
10
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.61M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$2M
3
WN
3
Williams & Novak
California
$2M
4
AAM
4
Advisors Asset Management
Colorado
$2.12M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.67M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.19M
2
LPL Financial
2
LPL Financial
California
$441K
3
ACA
3
Ackerman Capital Advisors
Texas
$1.13M
4
RCM
4
Robinson Capital Management
Michigan
$1.38M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.67M 500,866 +162,801 +48%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.61M 387,760 +387,760 New
GC
3
Guggenheim Capital
Illinois
$3.58M 384,271 +12,358 +3%
RCM
4
Rivernorth Capital Management
Florida
$2.19M 235,341 -353,391 -60%
AAM
5
Advisors Asset Management
Colorado
$2.12M 227,602 +170,557 +299%
DAS
6
Dynamic Advisor Solutions
Arizona
$2M 214,755 +214,755 New
WN
7
Williams & Novak
California
$2M 214,755 +214,755 New
Wells Fargo
8
Wells Fargo
California
$1.74M 186,789 -10,881 -6%
MWM
9
Melfa Wealth Management
Massachusetts
$1.48M 159,229 +20,811 +15%
RCM
10
Robinson Capital Management
Michigan
$1.38M 148,281 -75,067 -34%
BI
11
Bramshill Investments
Florida
$1.24M 133,050 +108,050 +432%
ACA
12
Ackerman Capital Advisors
Texas
$1.13M 121,385 -139,405 -53%
LSC
13
Logan Stone Capital
Illinois
$1.05M 112,433 +112,433 New
WAM
14
Wolverine Asset Management
Illinois
$1.04M 111,743 -19,731 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$944K 101,254 +15,236 +18%
FFA
16
First Foundation Advisors
California
$680K 72,949 – –
LCM
17
Landscape Capital Management
New Jersey
$600K 64,364 +64,364 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$472K 50,672 +4,700 +10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$465K 49,927 -1,956 -4%
LPL Financial
20
LPL Financial
California
$441K 47,341 -165,931 -78%
CAL
21
Capital Analysts LLC
Pennsylvania
$411K 44,150 +36,958 +514%
Bank of America
22
Bank of America
North Carolina
$375K 40,289 -4,378 -10%
DTC
23
Davidson Trust Company
Washington
$349K 37,440 – –
CWP
24
Core Wealth Partners
California
$323K 34,695 – –
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$307K 32,907 +19,808 +151%
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