PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
26 hedge funds and large institutions have $16.7M invested in PIMCO California Municipal Income Fund III in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.23% less ownership
Funds ownership: 6.95% → 6.72% (-0.23%)
2% less capital invested
Capital invested by funds: $17.1M → $16.7M (-$406K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$353K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$298K |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$181K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$125K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$33.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C
Certuity
North Palm Beach,
Florida
|
-$551K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$396K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$227K |
| 4 |
LPL Financial
San Diego,
California
|
-$134K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
AssetMark Inc
Concord,
California
| $17K | +$17.2K | +1,575 | New |
|
|
C
27
Certuity
North Palm Beach,
Florida
| – | -$551K | -50,000 | Closed |
|
|
28
LPL Financial
San Diego,
California
| – | -$134K | -12,171 | Closed |
|
|
29
Mercer Global Advisors
Denver,
Colorado
| – | -$113K | -10,252 | Closed |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| – | -$1K | -99 | Closed |
|
PZC Hedge Fund Activity: Q4 2021 in Review
26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2021, worth a combined $16.7M — down 2.4% from $17.1M a quarter earlier.
Fund positioning in PZC was balanced in Q4 2021: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 6 trimmed.
The largest buyer was WealthSource Partners, opening a new position worth an estimated $353K. The largest seller was Certuity, exiting entirely with an estimated $551K sold.
- 26 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $16.7M of PIMCO California Municipal Income Fund III stock for Q4 2021, down 2.4% quarter-over-quarter.
- 4 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2021 and 4 closed out, a net change of 0 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q4 2021 was WealthSource Partners, an estimated $353K added.
- The largest PIMCO California Municipal Income Fund III seller in Q4 2021 was Certuity, an estimated $551K sold.
Based on aggregated 13F filings for Q4 2021.