PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
25 hedge funds and large institutions have $12.6M invested in PIMCO California Municipal Income Fund III in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 5 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 1
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
4% more funds holding
Funds holding: 24 → 25 (+1)
0.83% more ownership
Funds ownership: 4.97% → 5.8% (+0.83%)
0% less capital invested
Capital invested by funds: $12.7M → $12.6M (-$49K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$739K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$698K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$356K |
| 4 |
MA
MUFG Americas
New York
|
+$308K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$1.14M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$216K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$56.3K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$13K |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$4K |
PZC Hedge Fund Activity: Q1 2020 in Review
25 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q1 2020, worth a combined $12.6M — down 0.39% from $12.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PZC positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 1 trimmed.
The largest buyer was Golden State Wealth Management, opening a new position worth an estimated $739K. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $1.14M sold.
- 25 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q1 2020, up from 24 in Q4 2019.
- Funds reported $12.6M of PIMCO California Municipal Income Fund III stock for Q1 2020, down 0.39% quarter-over-quarter.
- 8 funds opened new PIMCO California Municipal Income Fund III positions in Q1 2020 and 5 closed out, a net change of +3 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q1 2020 was Golden State Wealth Management, an estimated $739K added.
- The largest PIMCO California Municipal Income Fund III seller in Q1 2020 was D.A. Davidson & Co, an estimated $1.14M sold.
Based on aggregated 13F filings for Q1 2020.