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PCQ

Pimco California Municipal Income Fund

53 hedge funds and large institutions have $38.2M invested in Pimco California Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

40% more capital invested

Capital invested by funds: $27.4M → $38.2M (+$10.8M)

23% more funds holding

Funds holding: 4353 (+10)

4.3% more ownership

Funds ownership: 17.32%21.62% (+4.3%)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
10
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.67M +$1.45M +162,801 +48%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.61M +$3.45M +387,760 New
GC
3
Guggenheim Capital
Illinois
$3.58M +$110K +12,358 +3%
RCM
4
Rivernorth Capital Management
Florida
$2.19M -$3.15M -353,391 -60%
AAM
5
Advisors Asset Management
Colorado
$2.12M +$1.52M +170,557 +299%
DAS
6
Dynamic Advisor Solutions
Arizona
$2M +$1.91M +214,755 New
WN
7
Williams & Novak
California
$2M +$1.91M +214,755 New
Wells Fargo
8
Wells Fargo
California
$1.74M -$96.9K -10,881 -6%
MWM
9
Melfa Wealth Management
Massachusetts
$1.48M +$185K +20,811 +15%
RCM
10
Robinson Capital Management
Michigan
$1.38M -$668K -75,067 -34%
BI
11
Bramshill Investments
Florida
$1.24M +$962K +108,050 +432%
ACA
12
Ackerman Capital Advisors
Texas
$1.13M -$1.24M -139,405 -53%
LSC
13
Logan Stone Capital
Illinois
$1.05M +$1M +112,433 New
WAM
14
Wolverine Asset Management
Illinois
$1.04M -$176K -19,731 -15%
Osaic Holdings
15
Osaic Holdings
Arizona
$944K +$136K +15,236 +18%
FFA
16
First Foundation Advisors
California
$680K
LCM
17
Landscape Capital Management
New Jersey
$600K +$573K +64,364 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$472K +$41.8K +4,700 +10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$465K -$17.4K -1,956 -4%
LPL Financial
20
LPL Financial
California
$441K -$1.48M -165,931 -78%
CAL
21
Capital Analysts LLC
Pennsylvania
$411K +$329K +36,958 +514%
Bank of America
22
Bank of America
North Carolina
$375K -$39K -4,378 -10%
DTC
23
Davidson Trust Company
Washington
$349K
CWP
24
Core Wealth Partners
California
$323K
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$307K +$176K +19,808 +151%