PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
27 hedge funds and large institutions have $13.9M invested in PIMCO California Municipal Income Fund III in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 26 → 27 (+1)
0.21% more ownership
Funds ownership: 6.72% → 6.94% (+0.21%)
17% less capital invested
Capital invested by funds: $16.7M → $13.9M (-$2.84M)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
+$547K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$412K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$393K |
| 4 |
VF
Virtu Financial
New York
|
+$207K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$382K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$321K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$300K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$128K |
| 5 |
Morgan Stanley
New York
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PO
26
Private Ocean
San Rafael,
California
| $36K | – | – | – |
|
|
FIA
27
FNY Investment Advisers
New York
| $2K | +$2.93K | +300 | New |
|
|
MIAN
28
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$300K | -27,412 | Closed |
|
|
29
HighTower Advisors
Chicago,
Illinois
| – | -$128K | -11,500 | Closed |
|
|
TJHA
30
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$34K | -3,061 | Closed |
|
31
AssetMark Inc
Concord,
California
| – | -$17K | -1,575 | Closed |
|
|
WWMSC
32
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$17K | -1,550 | Closed |
|
PZC Hedge Fund Activity: Q1 2022 in Review
27 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q1 2022, worth a combined $13.9M — down 17% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PZC positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Ackerman Capital Advisors, adding an estimated $547K. The largest seller was UBS Group, cutting an estimated $382K.
- 27 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q1 2022, up from 26 in Q4 2021.
- Funds reported $13.9M of PIMCO California Municipal Income Fund III stock for Q1 2022, down 17% quarter-over-quarter.
- 7 funds opened new PIMCO California Municipal Income Fund III positions in Q1 2022 and 5 closed out, a net change of +2 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q1 2022 was Ackerman Capital Advisors, an estimated $547K added.
- The largest PIMCO California Municipal Income Fund III seller in Q1 2022 was UBS Group, an estimated $382K sold.
Based on aggregated 13F filings for Q1 2022.