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PCQ

Pimco California Municipal Income Fund

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 4750 (+3)

4% more capital invested

Capital invested by funds: $33.8M → $35.2M (+$1.4M)

0.28% less ownership

Funds ownership: 18.94%18.66% (-0.28%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.18M +$120K +12,467 +3%
AAM
2
Advisors Asset Management
Colorado
$4.02M +$211K +21,980 +6%
Morgan Stanley
3
Morgan Stanley
New York
$3.39M +$116K +12,152 +4%
RCM
4
Rivernorth Capital Management
Florida
$3.29M +$909K +94,829 +40%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.26M +$393K +40,949 +22%
WN
6
Williams & Novak
California
$2.14M
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$2.11M -$79.9K -8,338 -4%
MWM
8
Melfa Wealth Management
Massachusetts
$1.48M -$1.02K -106 -0.1%
Wells Fargo
9
Wells Fargo
California
$1.38M +$47K +4,901 +4%
LSC
10
Logan Stone Capital
Illinois
$1.03M -$177K -18,510 -15%
WAM
11
Wolverine Asset Management
Illinois
$991K -$244K -25,450 -20%
LPL Financial
12
LPL Financial
California
$965K +$373K +38,864 +67%
FFA
13
First Foundation Advisors
California
$737K +$10.1K +1,055 +1%
MC
14
Matisse Capital
Oregon
$714K +$687K +71,705 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$505K -$18.6K -1,936 -4%
PI
16
PFG Investments
New York
$444K -$19.6K -2,043 -4%
Bank of America
17
Bank of America
North Carolina
$435K +$74.8K +7,800 +22%
Osaic Holdings
18
Osaic Holdings
Arizona
$395K -$44.1K -4,600 -10%
DTC
19
Davidson Trust Company
Washington
$373K
CWP
20
Core Wealth Partners
California
$346K
UBS Group
21
UBS Group
Switzerland
$290K +$6.77K +706 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$269K +$259K +27,000 New
WS
23
Wedbush Securities
California
$257K +$38.4K +4,011 +18%
VF
24
Virtu Financial
New York
$250K +$240K +25,075 New
TC
25
TownSquare Capital
Utah
$248K