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PZC

PIMCO California Municipal Income Fund III
PZC

Delisted

PZC was delisted on the 1st of August, 2025.

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15 hedge funds and large institutions have $8.35M invested in PIMCO California Municipal Income Fund III in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $7.28M → $8.35M (+$1.08M)

0.25% more ownership

Funds ownership: 3.2% → 3.46% (+0.25%)

12% less funds holding

Funds holding: 17 → 15 (-2)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$738K
2
Bank of America
Bank of America
North Carolina
+$557K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$415

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$269K
2
HK
Horizon Kinetics
New York
-$123K
3
CWM
Concert Wealth Management
California
-$95.7K
4
Morgan Stanley
Morgan Stanley
New York
-$75.3K
5
LPL Financial
LPL Financial
California
-$58.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.95M +$738K +69,446 +35%
Bank of America
2
Bank of America
North Carolina
$1.33M +$557K +52,394 +76%
LPL Financial
3
LPL Financial
California
$786K -$58.8K -5,532 -7%
FFA
4
First Foundation Advisors
California
$737K -$10.6K -1,000 -1%
UBS Group
5
UBS Group
Switzerland
$710K -$55.6K -5,228 -7%
Morgan Stanley
6
Morgan Stanley
New York
$684K -$75.3K -7,080 -10%
Wells Fargo
7
Wells Fargo
California
$395K -$32 -3 -0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$322K +$415 +39 +0.1%
CWM
9
Concert Wealth Management
California
$200K -$95.7K -9,000 -33%
HCM
10
Hollencrest Capital Management
California
$154K – – –
AF
11
Allworth Financial
California
$44K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$24K -$269K -25,300 -92%
DADC
13
D.A. Davidson & Co
Montana
$10K – – –
AIG
14
American International Group
New York
$7K – – –
HK
15
Horizon Kinetics
New York
– -$123K -11,931 Closed
Citigroup
16
Citigroup
New York
– -$5K -500 Closed
TRCT
17
Tower Research Capital (TRC)
New York
– -$478 -45 -87%

PZC Hedge Fund Activity: Q3 2015 in Review

15 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2015, worth a combined $8.35M — up 15% from $7.28M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of PZC and 0 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Guggenheim Capital, adding an estimated $738K. The largest seller was Royal Bank of Canada, cutting an estimated $269K.

  • 15 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2015, down from 17 in Q2 2015.
  • Funds reported $8.35M of PIMCO California Municipal Income Fund III stock for Q3 2015, up 15% quarter-over-quarter.
  • 0 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2015 and 2 closed out, a net change of -2 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q3 2015 was Guggenheim Capital, an estimated $738K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q3 2015 was Royal Bank of Canada, an estimated $269K sold.

Based on aggregated 13F filings for Q3 2015.