PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
23 hedge funds and large institutions have $11.9M invested in PIMCO California Municipal Income Fund III in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
15% more capital invested
Capital invested by funds: $10.4M → $11.9M (+$1.53M)
0.6% more ownership
Funds ownership: 4.17% → 4.76% (+0.6%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$460K |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$432K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$393K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$314K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$246K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$246K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$197K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$173K |
| 5 |
Morgan Stanley
New York
|
-$75.8K |
PZC Hedge Fund Activity: Q3 2019 in Review
23 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2019, worth a combined $11.9M — up 15% from $10.4M a quarter earlier.
Fund positioning in PZC was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 4 trimmed.
The largest buyer was Laurel Wealth Advisors (California), opening a new position worth an estimated $460K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $246K sold.
- 23 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $11.9M of PIMCO California Municipal Income Fund III stock for Q3 2019, up 15% quarter-over-quarter.
- 4 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q3 2019 was Laurel Wealth Advisors (California), an estimated $460K added.
- The largest PIMCO California Municipal Income Fund III seller in Q3 2019 was Envestnet Asset Management, an estimated $246K sold.
Based on aggregated 13F filings for Q3 2019.