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PZC

PIMCO California Municipal Income Fund III

Delisted

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

23 hedge funds and large institutions have $9.46M invested in PIMCO California Municipal Income Fund III in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

15% more funds holding

Funds holding: 2023 (+3)

10% more capital invested

Capital invested by funds: $8.59M → $9.46M (+$869K)

0.1% more ownership

Funds ownership: 3.96%4.06% (+0.1%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.28M -$420K -42,156 -16%
UBS Group
2
UBS Group
Switzerland
$1.5M +$770K +77,173 +114%
Morgan Stanley
3
Morgan Stanley
New York
$1.03M -$135K -13,543 -12%
Invesco
4
Invesco
Georgia
$848K -$8.21K -823 -1%
DADC
5
D.A. Davidson & Co
Montana
$558K -$130K -13,042 -19%
LPL Financial
6
LPL Financial
California
$403K +$24.9K +2,500 +7%
PAM
7
Private Asset Management
California
$403K +$388K +38,900 New
SWP
8
Stratos Wealth Partners
Ohio
$367K
Bank of America
9
Bank of America
North Carolina
$353K -$86K -8,623 -20%
Wells Fargo
10
Wells Fargo
California
$304K +$42.5K +4,260 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$301K -$18K -1,802 -6%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$290K
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$195K +$188K +18,822 New
HCM
14
Hollencrest Capital Management
California
$165K +$34.9K +3,500 +28%
GJIC
15
Gamble Jones Investment Counsel
California
$104K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$87K
AG
17
Advisor Group
Arizona
$75K
RFA
18
Reilly Financial Advisors
California
$62K +$59.8K +6,000 New
GBBWRPM
19
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$43K
IA
20
IFP Advisors
Florida
$28K +$5.3K +532 +25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$16K +$15.5K +1,550 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.5K +1,249 New
FIA
24
FNY Investment Advisers
New York
$1K +$1.79K +180 New
MIG
25
Mariner Investment Group
New York
-$356K -36,917 Closed

PZC Hedge Fund Activity: Q2 2018 in Review

23 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2018, worth a combined $9.46M — up 10% from $8.59M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PZC positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $770K. The largest seller was Guggenheim Capital, cutting an estimated $420K.

  • 23 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2018, up from 20 in Q1 2018.
  • Funds reported $9.46M of PIMCO California Municipal Income Fund III stock for Q2 2018, up 10% quarter-over-quarter.
  • 6 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2018 and 3 closed out, a net change of +3 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q2 2018 was UBS Group, an estimated $770K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q2 2018 was Guggenheim Capital, an estimated $420K sold.

Based on aggregated 13F filings for Q2 2018.