PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

47 hedge funds and large institutions have $33.8M invested in Pimco California Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$968K
2
AAM
2
Advisors Asset Management
Colorado
$2.69M
3
PI
3
PFG Investments
New York
$433K
4
WAM
4
Wolverine Asset Management
Illinois
$1.25M
5
MBTD
5
Mechanics Bank - Trust Department
California
$104K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.35M
2
BI
2
Bramshill Investments
Florida
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$484K
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$3.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$111K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.61M 386,185 +1,914 +0.5%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.08M 329,041 -58,719 -15%
AAM
3
Advisors Asset Management
Colorado
$2.69M 287,719 +60,117 +26%
Morgan Stanley
4
Morgan Stanley
New York
$2.35M 250,679 -250,187 -50%
RCM
5
Rivernorth Capital Management
Florida
$2.2M 235,341 – –
DAS
6
Dynamic Advisor Solutions
Arizona
$2.01M 214,755 – –
WN
7
Williams & Novak
California
$2M 214,755 – –
Wells Fargo
8
Wells Fargo
California
$1.58M 168,581 -18,208 -10%
MWM
9
Melfa Wealth Management
Massachusetts
$1.41M 150,290 -8,939 -6%
RCM
10
Robinson Capital Management
Michigan
$1.36M 148,281 – –
WAM
11
Wolverine Asset Management
Illinois
$1.25M 133,533 +21,790 +20%
LSC
12
Logan Stone Capital
Illinois
$1.04M 111,433 -1,000 -0.9%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$968K 103,457 +70,550 +214%
Osaic Holdings
14
Osaic Holdings
Arizona
$803K 85,804 -15,450 -15%
FFA
15
First Foundation Advisors
California
$683K 72,949 – –
ACA
16
Ackerman Capital Advisors
Texas
$484K 51,662 -69,723 -57%
LPL Financial
17
LPL Financial
California
$470K 50,232 +2,891 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$458K 48,952 -975 -2%
CAL
19
Capital Analysts LLC
Pennsylvania
$452K 48,273 +4,123 +9%
PI
20
PFG Investments
New York
$433K 46,220 +46,220 New
LCM
21
Landscape Capital Management
New Jersey
$419K 44,747 -19,617 -30%
DTC
22
Davidson Trust Company
Washington
$350K 37,440 – –
Bank of America
23
Bank of America
North Carolina
$337K 35,993 -4,296 -11%
CWP
24
Core Wealth Partners
California
$325K 34,695 – –
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$291K 31,044 +3,423 +12%
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