PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
28 hedge funds and large institutions have $16.5M invested in PIMCO California Municipal Income Fund III in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
31% more capital invested
Capital invested by funds: $12.6M → $16.5M (+$3.92M)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
12% more funds holding
Funds holding: 25 → 28 (+3)
1.5% more ownership
Funds ownership: 5.8% → 7.3% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.73M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$711K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$649K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$624K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$601K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$172K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$165K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$162K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$89.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | – | – | – |
|
|
ETI
27
Enterprise Trust & Investment
Los Gatos,
California
| $17K | – | – | – |
|
|
LCM
28
Landscape Capital Management
Englewood,
New Jersey
| – | -$172K | -17,659 | Closed |
|
|
29
Osaic Holdings
Scottsdale,
Arizona
| – | -$89.7K | -9,200 | -100% |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$26K | -2,649 | Closed |
|
PZC Hedge Fund Activity: Q2 2020 in Review
28 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2020, worth a combined $16.5M — up 31% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PZC positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Robinson Capital Management, adding an estimated $1.73M. The largest seller was Wolverine Asset Management, cutting an estimated $601K.
- 28 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2020, up from 25 in Q1 2020.
- Funds reported $16.5M of PIMCO California Municipal Income Fund III stock for Q2 2020, up 31% quarter-over-quarter.
- 5 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2020 and 2 closed out, a net change of +3 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q2 2020 was Robinson Capital Management, an estimated $1.73M added.
- The largest PIMCO California Municipal Income Fund III seller in Q2 2020 was Wolverine Asset Management, an estimated $601K sold.
Based on aggregated 13F filings for Q2 2020.