We are live on ! Find out more
PZC

PIMCO California Municipal Income Fund III

Delisted

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

22 hedge funds and large institutions have $8.35M invested in PIMCO California Municipal Income Fund III in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% less ownership

Funds ownership: 4.06%3.63% (-0.43%)

4% less funds holding

Funds holding: 2322 (-1)

12% less capital invested

Capital invested by funds: $9.46M → $8.35M (-$1.11M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.06M -$185K -17,484 -8%
Morgan Stanley
2
Morgan Stanley
New York
$969K -$45.9K -4,334 -4%
UBS Group
3
UBS Group
Switzerland
$836K -$665K -62,814 -43%
Invesco
4
Invesco
Georgia
$811K -$21.4K -2,021 -2%
DADC
5
D.A. Davidson & Co
Montana
$568K +$21.3K +2,012 +4%
Bank of America
6
Bank of America
North Carolina
$437K +$94.9K +8,967 +26%
LPL Financial
7
LPL Financial
California
$395K
SWP
8
Stratos Wealth Partners
Ohio
$349K -$11.6K -1,100 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$290K -$3.84K -363 -1%
Wells Fargo
10
Wells Fargo
California
$286K -$12.4K -1,174 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$244K +$54K +5,100 +27%
PAM
12
Private Asset Management
California
$234K -$168K -15,900 -41%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$217K -$69.9K -6,600 -24%
HCM
14
Hollencrest Capital Management
California
$179K +$3.31K +313 +2%
AG
15
Advisor Group
Arizona
$115K +$43.4K +4,100 +57%
GJIC
16
Gamble Jones Investment Counsel
California
$102K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$91K
RFA
18
Reilly Financial Advisors
California
$61K
WAS
19
WESPAC Advisors SoCal
California
$28K
IA
20
IFP Advisors
Florida
$27K +$191 +18 +0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24K
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$16K
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$13K
FIA
24
FNY Investment Advisers
New York
$1K
GBBWRPM
25
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$43K -4,158 Closed

PZC Hedge Fund Activity: Q3 2018 in Review

22 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2018, worth a combined $8.35M — down 12% from $9.46M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of PZC and 0 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 6 added.

The largest buyer was Bank of America, adding an estimated $94.9K. The largest seller was UBS Group, cutting an estimated $665K.

  • 22 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2018, down from 23 in Q2 2018.
  • Funds reported $8.35M of PIMCO California Municipal Income Fund III stock for Q3 2018, down 12% quarter-over-quarter.
  • 0 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2018 and 1 closed out, a net change of -1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q3 2018 was Bank of America, an estimated $94.9K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q3 2018 was UBS Group, an estimated $665K sold.

Based on aggregated 13F filings for Q3 2018.