PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
16 hedge funds and large institutions have $10.2M invested in PIMCO California Municipal Income Fund III in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0.51% less ownership
Funds ownership: 4.43% → 3.92% (-0.51%)
6% less funds holding
Funds holding: 17 → 16 (-1)
8% less capital invested
Capital invested by funds: $11.1M → $10.2M (-$901K)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$394K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$79.1K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$57.9K |
| 4 |
Morgan Stanley
New York
|
+$57.4K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$152 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$896K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$463K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$234K |
| 4 |
Squarepoint
New York
|
-$119K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$106K |
PZC Hedge Fund Activity: Q1 2017 in Review
16 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q1 2017, worth a combined $10.2M — down 8.1% from $11.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PZC and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $394K. The largest seller was UBS Group, cutting an estimated $896K.
- 16 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q1 2017, down from 17 in Q4 2016.
- Funds reported $10.2M of PIMCO California Municipal Income Fund III stock for Q1 2017, down 8.1% quarter-over-quarter.
- 1 fund opened new PIMCO California Municipal Income Fund III positions in Q1 2017 and 2 closed out, a net change of -1 holder.
- The largest PIMCO California Municipal Income Fund III buyer in Q1 2017 was Stratos Wealth Partners, an estimated $394K added.
- The largest PIMCO California Municipal Income Fund III seller in Q1 2017 was UBS Group, an estimated $896K sold.
Based on aggregated 13F filings for Q1 2017.