PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
26 hedge funds and large institutions have $17.9M invested in PIMCO California Municipal Income Fund III in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
0.87% less ownership
Funds ownership: 7.86% → 6.99% (-0.87%)
3% less capital invested
Capital invested by funds: $18.6M → $17.9M (-$625K)
13% less funds holding
Funds holding: 30 → 26 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$346K |
| 2 |
Morgan Stanley
New York
|
+$344K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$292K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$166K |
| 5 |
VF
Virtu Financial
New York
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.11M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$717K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$517K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$398K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
26
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $18K | – | – | – |
|
|
RCM
27
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$1.11M | -104,357 | Closed |
|
|
ACA
28
Ackerman Capital Advisors
Dallas,
Texas
| – | -$517K | -48,974 | Closed |
|
|
29
Invesco
Atlanta,
Georgia
| – | -$290K | -27,479 | Closed |
|
|
CAM
30
Cresset Asset Management
Chicago,
Illinois
| – | -$228K | -21,490 | Closed |
|
31
Citadel Advisors
Miami,
Florida
| – | -$106K | -10,000 | Closed |
|
PZC Hedge Fund Activity: Q2 2021 in Review
26 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2021, worth a combined $17.9M — down 3.4% from $18.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PZC and 1 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Guggenheim Capital, adding an estimated $346K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.11M sold.
- 26 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2021, down from 30 in Q1 2021.
- Funds reported $17.9M of PIMCO California Municipal Income Fund III stock for Q2 2021, down 3.4% quarter-over-quarter.
- 1 fund opened new PIMCO California Municipal Income Fund III positions in Q2 2021 and 5 closed out, a net change of -4 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q2 2021 was Guggenheim Capital, an estimated $346K added.
- The largest PIMCO California Municipal Income Fund III seller in Q2 2021 was Robinson Capital Management, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2021.