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PCQ

Pimco California Municipal Income Fund

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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2.56% less ownership

Funds ownership: 21.62%19.06% (-2.6%)

11% less funds holding

Funds holding: 5347 (-6)

12% less capital invested

Capital invested by funds: $38.2M → $33.8M (-$4.41M)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% 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
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.61M +$18K +1,914 +0.5%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.08M -$552K -58,719 -15%
AAM
3
Advisors Asset Management
Colorado
$2.69M +$565K +60,117 +26%
Morgan Stanley
4
Morgan Stanley
New York
$2.35M -$2.35M -250,187 -50%
RCM
5
Rivernorth Capital Management
Florida
$2.2M
DAS
6
Dynamic Advisor Solutions
Arizona
$2.01M
WN
7
Williams & Novak
California
$2M
Wells Fargo
8
Wells Fargo
California
$1.58M -$171K -18,208 -10%
MWM
9
Melfa Wealth Management
Massachusetts
$1.41M -$84K -8,939 -6%
RCM
10
Robinson Capital Management
Michigan
$1.36M
WAM
11
Wolverine Asset Management
Illinois
$1.25M +$205K +21,790 +20%
LSC
12
Logan Stone Capital
Illinois
$1.04M -$9.39K -1,000 -0.9%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$968K +$663K +70,550 +214%
Osaic Holdings
14
Osaic Holdings
Arizona
$803K -$145K -15,450 -15%
FFA
15
First Foundation Advisors
California
$683K
ACA
16
Ackerman Capital Advisors
Texas
$484K -$655K -69,723 -57%
LPL Financial
17
LPL Financial
California
$470K +$27.2K +2,891 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$458K -$9.16K -975 -2%
CAL
19
Capital Analysts LLC
Pennsylvania
$452K +$38.7K +4,123 +9%
PI
20
PFG Investments
New York
$433K +$434K +46,220 New
LCM
21
Landscape Capital Management
New Jersey
$419K -$184K -19,617 -30%
DTC
22
Davidson Trust Company
Washington
$350K
Bank of America
23
Bank of America
North Carolina
$337K -$40.4K -4,296 -11%
CWP
24
Core Wealth Partners
California
$325K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$291K +$32.2K +3,423 +12%