PIMCO California Muni Inc. FDXPCQX
13F holders, Q4 2024 (December 31)46holders −4
9new positions
13sold out
1famous investor
$9.04avg. 13F price*
At the end of Q4 2024, 46 institutions reported holding PIMCO California Muni Inc. FD (XPCQX) in their 13F filings, down 4 from Q3 2024. 9 opened new positions and 13 sold out. The largest holders were Rivernorth Capital Management, LLC ($5.7M), Advisors Asset Management, Inc. ($4.8M) and Guggenheim Capital LLC ($3.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO California Muni Inc. FD
- CUSIP
- 72200N106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.7M |
| Exits | 13 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 686,726 shares bought and 478,724 shares sold, net +208,002 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Rivernorth Capital Management, LLC | 0.27% | Add +89.7% | 626,231 | $5.7M |
| Advisors Asset Management, Inc. | 0.09% | Add +30.5% | 527,275 | $4.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -13.8% | 361,627 | $3.3M |
| Morgan Stanley | 0.00% | Add +1.1% | 344,365 | $3.1M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Add +24.8% | 283,541 | $2.6M |
| Fiera Capital Corp | 0.01% | Add +1.4% | 214,534 | $1.9M |
| Williams & Novak, LLC | 1.85% | Reduce -1.2% | 212,255 | $1.9M |
| Melfa Wealth Management, Inc. | 0.90% | No change | 148,541 | $1.3M |
| Logan Stone Capital, LLC | 0.35% | Add +11.6% | 115,951 | $1.0M |
| LPL Financial LLC | 0.00% | Add +2.7% | 99,513 | $900K |
| First Foundation Advisors | 0.02% | Reduce -1.4% | 72,949 | $659K |
| Matisse Capital | 0.33% | No change | 71,705 | $648K |
| Bank of New York Mellon Corp | 0.00% | New | 53,691 | $485K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.8% | 51,605 | $467K |
| PFG Investments, LLC | 0.02% | Reduce -4.4% | 42,627 | $385K |
| Davidson Trust Co. | 0.17% | No change | 37,440 | $338K |
| Readystate Asset Management LP | 0.02% | New | 35,562 | $321K |
| Core Wealth Partners LLC | 0.18% | No change | 34,695 | $314K |
| Nomura Holdings Inc. | 0.00% | New | 30,000 | $271K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.0% | 29,710 | $269K |
| Wedbush Securities Inc. | 0.01% | Add +12.3% | 29,044 | $263K |
| Citadel Advisors | 0.00% | New | 27,985 | $253K |
| UBS Group AG | 0.00% | Reduce -6.1% | 27,324 | $247K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 27,000 | $244K |
| Norden Group LLC | 0.03% | No change | 24,946 | $226K |
| Townsquare Capital LLC | 0.00% | No change | 24,946 | $226K |
| Cetera Investment Advisers | 0.00% | No change | 23,597 | $213K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.7% | 22,039 | $199K |
| Wells Fargo & Company | 0.00% | Reduce -87.9% | 16,740 | $151K |
| Saba Capital Management, L.P. | 0.00% | New | 16,627 | $150K |
| Bank of Montreal | 0.00% | Add +4.5% | 15,659 | $142K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,055 | $127K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.5% | 13,350 | $121K |
| Morse Asset Management, Inc | 0.03% | Reduce -2.8% | 13,301 | $120K |
| Royal Bank of Canada | 0.00% | No change | 11,872 | $107K |
| Northwest Financial Advisors | 0.08% | No change | 10,787 | $98K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 10,235 | $93K |
| Wolverine Asset Management LLC | 0.00% | Reduce -94.9% | 5,116 | $46K |
| MAI Capital Management | 0.00% | New | 5,100 | $46K |
| Bank of America Corp. | 0.00% | Reduce -91.3% | 3,804 | $34K |
| Capital Analysts, LLC | 0.00% | Reduce -46.9% | 3,409 | $31K |
| Cwm, LLC | 0.00% | No change | 2,000 | $18K |
| Hollencrest Capital Management | 0.00% | Reduce -75.5% | 1,630 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 910 | $8K |
| US Bancorp \de | 0.00% | New | 668 | $6K |
| FNY Investment Advisers, LLC | 0.00% | No change | 200 | $1K |
"% of holder's portfolio" is XPCQX's weight in each manager's 13F, not the share of PIMCO California Muni Inc. FD the manager owns.