We are live on ! Find out more
PZC

PIMCO California Municipal Income Fund III
PZC

Delisted

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

Back to rankings

24 hedge funds and large institutions have $9.01M invested in PIMCO California Municipal Income Fund III in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

41% more funds holding

Funds holding: 17 → 24 (+7)

0.08% more ownership

Funds ownership: 3.76% → 3.84% (+0.08%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

1% less capital invested

Capital invested by funds: $9.06M → $9.01M (-$48K)

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$632K
2
MIG
Mariner Investment Group
New York
+$541K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$378K
4
DA
Doliver Advisors
Texas
+$238K
5
CRC
Curi RMB Capital
Illinois
+$201K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.11M
2
GC
Guggenheim Capital
Illinois
-$854K
3
SWP
Stratos Wealth Partners
Ohio
-$221K
4
VF
Virtu Financial
New York
-$118K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$46.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.5M -$854K -81,300 -25%
Morgan Stanley
2
Morgan Stanley
New York
$984K +$2.94K +280 +0.3%
Invesco
3
Invesco
Georgia
$628K +$632K +60,131 New
MIG
4
Mariner Investment Group
New York
$538K +$541K +51,505 New
Bank of America
5
Bank of America
North Carolina
$445K -$30.6K -2,913 -6%
LPL Financial
6
LPL Financial
California
$406K -$2.17K -207 -0.5%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$388K +$652 +62 +0.2%
UBS Group
8
UBS Group
Switzerland
$378K -$18.7K -1,781 -5%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$375K +$378K +35,959 New
SWP
10
Stratos Wealth Partners
Ohio
$370K -$221K -21,000 -37%
Wells Fargo
11
Wells Fargo
California
$274K +$55.9K +5,317 +25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$272K -$46.5K -4,427 -15%
DA
13
Doliver Advisors
Texas
$237K +$238K +22,654 New
CRC
14
Curi RMB Capital
Illinois
$200K +$201K +19,123 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$187K +$188K +17,928 New
HCM
16
Hollencrest Capital Management
California
$147K – – –
Squarepoint
17
Squarepoint
New York
$140K +$141K +13,426 New
WAM
18
Wolverine Asset Management
Illinois
$139K +$11.3K +1,077 +9%
Citadel Advisors
19
Citadel Advisors
Florida
$109K +$110K +10,420 New
GJIC
20
Gamble Jones Investment Counsel
California
$104K – – –
AG
21
Advisor Group
Arizona
$75K +$75.7K +7,200 New
GBBWRPM
22
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$42K – – –
WAS
23
WESPAC Advisors SoCal
California
$29K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25K +$1.85K +176 +8%
IA
25
IFP Advisors
Florida
$22K +$116 +11 +0.5%
1
2

PZC Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2017, worth a combined $9.01M — down 0.53% from $9.06M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PZC positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $632K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.11M sold.

  • 24 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2017, up from 17 in Q3 2017.
  • Funds reported $9.01M of PIMCO California Municipal Income Fund III stock for Q4 2017, down 0.53% quarter-over-quarter.
  • 9 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2017 and 2 closed out, a net change of +7 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q4 2017 was Invesco, an estimated $632K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q4 2017 was Laurion Capital Management, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2017.