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PZC

PIMCO California Municipal Income Fund III

Delisted

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

17 hedge funds and large institutions have $9.06M invested in PIMCO California Municipal Income Fund III in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0.08% more ownership

Funds ownership: 3.67%3.76% (+0.08%)

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

12% less capital invested

Capital invested by funds: $10.3M → $9.06M (-$1.2M)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.49M -$838K -76,406 -19%
LCM
2
Laurion Capital Management
New York
$1.11M +$1.12M +102,132 New
Morgan Stanley
3
Morgan Stanley
New York
$1.02M +$77.7K +7,078 +8%
SWP
4
Stratos Wealth Partners
Ohio
$614K
Bank of America
5
Bank of America
North Carolina
$496K -$295K -26,861 -37%
LPL Financial
6
LPL Financial
California
$426K -$10.5K -957 -2%
UBS Group
7
UBS Group
Switzerland
$413K +$5.27K +480 +1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$403K +$1.02K +93 +0.3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$332K -$32.4K -2,955 -9%
Wells Fargo
10
Wells Fargo
California
$228K +$85.5K +7,789 +59%
HCM
11
Hollencrest Capital Management
California
$153K
WAM
12
Wolverine Asset Management
Illinois
$133K +$135K +12,285 New
VF
13
Virtu Financial
New York
$118K +$119K +10,883 New
GBBWRPM
14
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$45K
WAS
15
WESPAC Advisors SoCal
California
$30K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$24K
IA
17
IFP Advisors
Florida
$23K +$132 +12 +0.6%
MF
18
Magnetar Financial
Illinois
-$150K -11,940 Closed
Creative Planning
19
Creative Planning
Kansas
-$25K -2,000 Closed
DADC
20
D.A. Davidson & Co
Montana
-$12K -1,000 Closed

PZC Hedge Fund Activity: Q3 2017 in Review

17 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2017, worth a combined $9.06M — down 12% from $10.3M a quarter earlier.

Fund positioning in PZC was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 4 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.12M. The largest seller was Guggenheim Capital, cutting an estimated $838K.

  • 17 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $9.06M of PIMCO California Municipal Income Fund III stock for Q3 2017, down 12% quarter-over-quarter.
  • 3 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q3 2017 was Laurion Capital Management, an estimated $1.12M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q3 2017 was Guggenheim Capital, an estimated $838K sold.

Based on aggregated 13F filings for Q3 2017.