PCQ

Pimco California Municipal Income Fund
PCQ

Overview Fund Activity

50 hedge funds and large institutions have $35.2M invested in Pimco California Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$3.29M
2
MC
2
Matisse Capital
Oregon
$714K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.26M
4
LPL Financial
4
LPL Financial
California
$965K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$269K

Top Sellers

1
DAS
1
Dynamic Advisor Solutions
Arizona
$0
2
ACA
2
Ackerman Capital Advisors
Texas
$0
3
CAL
3
Capital Analysts LLC
Pennsylvania
$64K
4
RCM
4
Robinson Capital Management
Michigan
$179K
5
LCM
5
Landscape Capital Management
New Jersey
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.18M 419,757 +12,467 +3%
AAM
2
Advisors Asset Management
Colorado
$4.02M 404,092 +21,980 +6%
Morgan Stanley
3
Morgan Stanley
New York
$3.39M 340,469 +12,152 +4%
RCM
4
Rivernorth Capital Management
Florida
$3.29M 330,170 +94,829 +40%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.26M 227,241 +40,949 +22%
WN
6
Williams & Novak
California
$2.14M 214,755 – –
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$2.11M 211,499 -8,338 -4%
MWM
8
Melfa Wealth Management
Massachusetts
$1.48M 148,541 -106 -0.1%
Wells Fargo
9
Wells Fargo
California
$1.38M 138,259 +4,901 +4%
LSC
10
Logan Stone Capital
Illinois
$1.03M 103,859 -18,510 -15%
WAM
11
Wolverine Asset Management
Illinois
$991K 99,459 -25,450 -20%
LPL Financial
12
LPL Financial
California
$965K 96,878 +38,864 +67%
FFA
13
First Foundation Advisors
California
$737K 74,004 +1,055 +1%
MC
14
Matisse Capital
Oregon
$714K 71,705 +71,705 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$505K 50,717 -1,936 -4%
PI
16
PFG Investments
New York
$444K 44,579 -2,043 -4%
Bank of America
17
Bank of America
North Carolina
$435K 43,680 +7,800 +22%
Osaic Holdings
18
Osaic Holdings
Arizona
$395K 39,614 -4,600 -10%
DTC
19
Davidson Trust Company
Washington
$373K 37,440 – –
CWP
20
Core Wealth Partners
California
$346K 34,695 – –
UBS Group
21
UBS Group
Switzerland
$290K 29,098 +706 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$269K 27,000 +27,000 New
WS
23
Wedbush Securities
California
$257K 25,852 +4,011 +18%
VF
24
Virtu Financial
New York
$250K 25,075 +25,075 New
TC
25
TownSquare Capital
Utah
$248K 24,946 – –
1
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