PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
18 hedge funds and large institutions have $10.3M invested in PIMCO California Municipal Income Fund III in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more capital invested
Capital invested by funds: $8.77M → $10.3M (+$1.51M)
13% more funds holding
Funds holding: 16 → 18 (+2)
0.41% more ownership
Funds ownership: 3.99% → 4.41% (+0.41%)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.45M |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
+$394K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$176K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$53.2K |
| 5 |
Morgan Stanley
New York
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$826K |
| 2 |
BPBT
Boston Private Bank & Trust
Boston,
Massachusetts
|
-$100K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$76.1K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$72.4K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
-$48.6K |
PZC Hedge Fund Activity: Q2 2014 in Review
18 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2014, worth a combined $10.3M — up 17% from $8.77M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PZC positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was First Foundation Advisors, opening a new position worth an estimated $1.45M. The largest seller was Sit Investment Associates, cutting an estimated $826K.
- 18 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2014, up from 16 in Q1 2014.
- Funds reported $10.3M of PIMCO California Municipal Income Fund III stock for Q2 2014, up 17% quarter-over-quarter.
- 3 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2014 and 1 closed out, a net change of +2 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q2 2014 was First Foundation Advisors, an estimated $1.45M added.
- The largest PIMCO California Municipal Income Fund III seller in Q2 2014 was Sit Investment Associates, an estimated $826K sold.
Based on aggregated 13F filings for Q2 2014.