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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 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.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $33.8M → $33.8M (+$26.5K)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.12% less ownership

Funds ownership: 19.06%18.94% (-0.12%)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

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
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.84M +$195K +21,105 +5%
AAM
2
Advisors Asset Management
Colorado
$3.6M +$874K +94,393 +33%
Morgan Stanley
3
Morgan Stanley
New York
$3.09M +$719K +77,638 +31%
RCM
4
Rivernorth Capital Management
Florida
$2.22M
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$2.07M -$1.01M -109,204 -33%
DAS
6
Dynamic Advisor Solutions
Arizona
$2.02M
WN
7
Williams & Novak
California
$2.02M
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.75M +$767K +82,835 +80%
MWM
9
Melfa Wealth Management
Massachusetts
$1.4M -$15.2K -1,643 -1%
Wells Fargo
10
Wells Fargo
California
$1.26M -$326K -35,223 -21%
WAM
11
Wolverine Asset Management
Illinois
$1.18M -$79.8K -8,624 -6%
LSC
12
Logan Stone Capital
Illinois
$1.15M +$101K +10,936 +10%
FFA
13
First Foundation Advisors
California
$687K
LPL Financial
14
LPL Financial
California
$546K +$72.1K +7,782 +15%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$496K +$34.3K +3,701 +8%
RCM
16
Robinson Capital Management
Michigan
$444K -$933K -100,773 -68%
PI
17
PFG Investments
New York
$439K +$3.72K +402 +0.9%
Osaic Holdings
18
Osaic Holdings
Arizona
$417K -$385K -41,590 -48%
CAL
19
Capital Analysts LLC
Pennsylvania
$395K -$58.3K -6,297 -13%
LCM
20
Landscape Capital Management
New Jersey
$391K -$30.1K -3,250 -7%
ACA
21
Ackerman Capital Advisors
Texas
$383K -$102K -10,970 -21%
DTC
22
Davidson Trust Company
Washington
$353K
Bank of America
23
Bank of America
North Carolina
$338K -$1.05K -113 -0.3%
CWP
24
Core Wealth Partners
California
$327K
UBS Group
25
UBS Group
Switzerland
$267K +$26.6K +2,870 +11%