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PZC

PIMCO California Municipal Income Fund III

Delisted

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

18 hedge funds and large institutions have $12.8M invested in PIMCO California Municipal Income Fund III in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more funds holding

Funds holding: 1718 (+1)

5% more capital invested

Capital invested by funds: $12.2M → $12.8M (+$614K)

0.01% more ownership

Funds ownership: 4.69%4.7% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.42M +$728K +60,626 +16%
Morgan Stanley
2
Morgan Stanley
New York
$1.63M -$114K -9,500 -7%
UBS Group
3
UBS Group
Switzerland
$1.61M +$349K +29,073 +28%
Bank of America
4
Bank of America
North Carolina
$1.05M -$415K -34,545 -29%
LPL Financial
5
LPL Financial
California
$984K -$863K -71,854 -48%
Wells Fargo
6
Wells Fargo
California
$611K +$43.2K +3,600 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$393K +$26K +2,169 +7%
CRC
8
Curi RMB Capital
Illinois
$269K +$263K +21,900 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$236K +$218K +18,150 +1,815%
HCM
10
Hollencrest Capital Management
California
$173K
CWM
11
Concert Wealth Management
California
$170K -$6K -500 -4%
DWM
12
Destination Wealth Management
California
$124K +$121K +10,100 New
AF
13
Allworth Financial
California
$49K
WAS
14
WESPAC Advisors SoCal
California
$34.4K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27K -$10.4K -866 -28%
IA
16
IFP Advisors
Florida
$24K +$23.6K +1,968 New
DADC
17
D.A. Davidson & Co
Montana
$12K
AG
18
Advisor Group
Arizona
$7K +$7.54K +628 New
EWA
19
EP Wealth Advisors
California
-$174K -14,795 Closed
FFA
20
First Foundation Advisors
California
-$151K -12,884 Closed
AIG
21
American International Group
New York
-$7K -628 Closed

PZC Hedge Fund Activity: Q2 2016 in Review

18 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2016, worth a combined $12.8M — up 5% from $12.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PZC positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $728K. The largest seller was LPL Financial, cutting an estimated $863K.

  • 18 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2016, up from 17 in Q1 2016.
  • Funds reported $12.8M of PIMCO California Municipal Income Fund III stock for Q2 2016, up 5% quarter-over-quarter.
  • 4 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2016 and 3 closed out, a net change of +1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q2 2016 was Guggenheim Capital, an estimated $728K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q2 2016 was LPL Financial, an estimated $863K sold.

Based on aggregated 13F filings for Q2 2016.