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 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
47
Holders Change
–
Holders Change %
0%
% 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
11
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.6M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.75M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.09M
4
GC
4
Guggenheim Capital
Illinois
$3.84M
5
BWG
5
Beta Wealth Group
California
$145K

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$2.07M
2
RCM
2
Robinson Capital Management
Michigan
$444K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$417K
4
Wells Fargo
4
Wells Fargo
California
$1.26M
5
BTWM
5
Baker Tilly Wealth Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.84M 407,290 +21,105 +5%
AAM
2
Advisors Asset Management
Colorado
$3.6M 382,112 +94,393 +33%
Morgan Stanley
3
Morgan Stanley
New York
$3.09M 328,317 +77,638 +31%
RCM
4
Rivernorth Capital Management
Florida
$2.22M 235,341 – –
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$2.07M 219,837 -109,204 -33%
DAS
6
Dynamic Advisor Solutions
Arizona
$2.02M 214,755 – –
WN
7
Williams & Novak
California
$2.02M 214,755 – –
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.75M 186,292 +82,835 +80%
MWM
9
Melfa Wealth Management
Massachusetts
$1.4M 148,647 -1,643 -1%
Wells Fargo
10
Wells Fargo
California
$1.26M 133,358 -35,223 -21%
WAM
11
Wolverine Asset Management
Illinois
$1.18M 124,909 -8,624 -6%
LSC
12
Logan Stone Capital
Illinois
$1.15M 122,369 +10,936 +10%
FFA
13
First Foundation Advisors
California
$687K 72,949 – –
LPL Financial
14
LPL Financial
California
$546K 58,014 +7,782 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$496K 52,653 +3,701 +8%
RCM
16
Robinson Capital Management
Michigan
$444K 47,508 -100,773 -68%
PI
17
PFG Investments
New York
$439K 46,622 +402 +0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$417K 44,214 -41,590 -48%
CAL
19
Capital Analysts LLC
Pennsylvania
$395K 41,976 -6,297 -13%
LCM
20
Landscape Capital Management
New Jersey
$391K 41,497 -3,250 -7%
ACA
21
Ackerman Capital Advisors
Texas
$383K 40,692 -10,970 -21%
DTC
22
Davidson Trust Company
Washington
$353K 37,440 – –
Bank of America
23
Bank of America
North Carolina
$338K 35,880 -113 -0.3%
CWP
24
Core Wealth Partners
California
$327K 34,695 – –
UBS Group
25
UBS Group
Switzerland
$267K 28,392 +2,870 +11%
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