PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
23 hedge funds and large institutions have $10.4M invested in PIMCO California Municipal Income Fund III in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
10% more funds holding
Funds holding: 21 → 23 (+2)
6% more capital invested
Capital invested by funds: $9.82M → $10.4M (+$564K)
0.21% more ownership
Funds ownership: 3.95% → 4.17% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$237K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$237K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$235K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$215K |
| 5 |
GJIC
Gamble Jones Investment Counsel
Pasadena,
California
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$137K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$125K |
| 3 |
Morgan Stanley
New York
|
-$105K |
| 4 |
IP
Intellectus Partners
San Francisco,
California
|
-$84K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$79.1K |
PZC Hedge Fund Activity: Q2 2019 in Review
23 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2019, worth a combined $10.4M — up 5.7% from $9.82M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PZC positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $237K. The largest seller was Bank of America, cutting an estimated $137K.
- 23 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2019, up from 21 in Q1 2019.
- Funds reported $10.4M of PIMCO California Municipal Income Fund III stock for Q2 2019, up 5.7% quarter-over-quarter.
- 5 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2019 and 3 closed out, a net change of +2 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q2 2019 was Envestnet Asset Management, an estimated $237K added.
- The largest PIMCO California Municipal Income Fund III seller in Q2 2019 was Bank of America, an estimated $137K sold.
Based on aggregated 13F filings for Q2 2019.