PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
24 hedge funds and large institutions have $13.9M invested in PIMCO California Municipal Income Fund III in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 7 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
0.6% more ownership
Funds ownership: 6.94% → 7.53% (+0.6%)
0% more capital invested
Capital invested by funds: $13.9M → $13.9M (+$65K)
11% less funds holding
Funds holding: 27 → 24 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.35M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.22M |
| 3 |
Morgan Stanley
New York
|
+$832K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$136K |
| 5 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$83.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$771K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$479K |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$298K |
| 4 |
VF
Virtu Financial
New York
|
-$189K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$172K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
26
WealthSource Partners
San Luis Obispo,
California
| – | -$298K | -33,422 | Closed |
|
|
VF
27
Virtu Financial
New York
| – | -$189K | -21,201 | Closed |
|
|
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$172K | -19,296 | Closed |
|
|
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| – | -$139K | -15,604 | Closed |
|
30
Creative Planning
Overland Park,
Kansas
| – | -$54K | -6,000 | Closed |
|
|
PO
31
Private Ocean
San Rafael,
California
| – | -$36K | -4,000 | Closed |
|
PZC Hedge Fund Activity: Q2 2022 in Review
24 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2022, worth a combined $13.9M — up 0.47% from $13.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PZC and 5 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.
The largest buyer was Advisors Asset Management, adding an estimated $1.35M. The largest seller was Ackerman Capital Advisors, exiting entirely with an estimated $771K sold.
- 24 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2022, down from 27 in Q1 2022.
- Funds reported $13.9M of PIMCO California Municipal Income Fund III stock for Q2 2022, up 0.47% quarter-over-quarter.
- 5 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2022 and 7 closed out, a net change of -2 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q2 2022 was Advisors Asset Management, an estimated $1.35M added.
- The largest PIMCO California Municipal Income Fund III seller in Q2 2022 was Ackerman Capital Advisors, an estimated $771K sold.
Based on aggregated 13F filings for Q2 2022.