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PCQ

Pimco California Municipal Income Fund

46 hedge funds and large institutions have $33.9M invested in Pimco California Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% more ownership

Funds ownership: 18.66%19.73% (+1.1%)

4% less capital invested

Capital invested by funds: $35.2M → $33.9M (-$1.37M)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

8% less funds holding

Funds holding: 5046 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$5.66M +$2.87M +296,061 +90%
AAM
2
Advisors Asset Management
Colorado
$4.77M +$1.19M +123,183 +30%
GC
3
Guggenheim Capital
Illinois
$3.27M -$563K -58,130 -14%
Morgan Stanley
4
Morgan Stanley
New York
$3.11M +$37.8K +3,896 +1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$2.56M +$546K +56,300 +25%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$1.94M +$29.4K +3,035 +1%
WN
7
Williams & Novak
California
$1.92M -$24.2K -2,500 -1%
MWM
8
Melfa Wealth Management
Massachusetts
$1.34M
LSC
9
Logan Stone Capital
Illinois
$1.05M +$117K +12,092 +12%
LPL Financial
10
LPL Financial
California
$900K +$25.5K +2,635 +3%
FFA
11
First Foundation Advisors
California
$659K -$10.2K -1,055 -1%
MC
12
Matisse Capital
Oregon
$648K
Bank of New York Mellon
13
Bank of New York Mellon
New York
$485K +$520K +53,691 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$467K +$8.61K +888 +2%
PI
15
PFG Investments
New York
$385K -$18.9K -1,952 -4%
DTC
16
Davidson Trust Company
Washington
$338K
RAM
17
Readystate Asset Management
Illinois
$321K +$345K +35,562 New
CWP
18
Core Wealth Partners
California
$314K
Nomura Holdings
19
Nomura Holdings
Japan
$271K +$291K +30,000 New
Osaic Holdings
20
Osaic Holdings
Arizona
$269K -$96K -9,904 -25%
WS
21
Wedbush Securities
California
$263K +$30.9K +3,192 +12%
Citadel Advisors
22
Citadel Advisors
Florida
$253K +$271K +27,985 New
UBS Group
23
UBS Group
Switzerland
$247K -$17.2K -1,774 -6%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$244K
NG
25
Norden Group
Utah
$226K