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PZC

PIMCO California Municipal Income Fund III

Delisted

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

22 hedge funds and large institutions have $8.51M invested in PIMCO California Municipal Income Fund III in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more capital invested

Capital invested by funds: $8.35M → $8.51M (+$154K)

0.31% more ownership

Funds ownership: 3.63%3.95% (+0.31%)

0% more funds holding

Funds holding: 2222 (0)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.97M +$42.8K +4,435 +2%
WS
2
Wedbush Securities
California
$1.13M +$1.14M +118,217 New
Morgan Stanley
3
Morgan Stanley
New York
$906K -$3.49K -362 -0.4%
Invesco
4
Invesco
Georgia
$708K -$53.1K -5,511 -7%
UBS Group
5
UBS Group
Switzerland
$629K -$157K -16,263 -20%
DADC
6
D.A. Davidson & Co
Montana
$376K -$158K -16,411 -29%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$356K +$84.4K +8,753 +31%
LPL Financial
8
LPL Financial
California
$353K -$17.3K -1,796 -5%
SWP
9
Stratos Wealth Partners
Ohio
$269K -$58.3K -6,050 -18%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$263K +$266K +27,561 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$229K
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$229K +$25.7K +2,669 +12%
Bank of America
13
Bank of America
North Carolina
$216K -$196K -20,381 -47%
Wells Fargo
14
Wells Fargo
California
$169K -$101K -10,495 -37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$159K +$138K +14,264 +600%
HCM
16
Hollencrest Capital Management
California
$155K
AG
17
Advisor Group
Arizona
$108K +$366 +38 +0.3%
GJIC
18
Gamble Jones Investment Counsel
California
$95K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$86K
RFA
20
Reilly Financial Advisors
California
$57K
WAS
21
WESPAC Advisors SoCal
California
$26K
IA
22
IFP Advisors
Florida
$14K -$11.9K -1,230 -45%
WAM
23
Wolverine Asset Management
Illinois
$2K +$2.87K +298 New
FIA
24
FNY Investment Advisers
New York
$1K
PAM
25
Private Asset Management
California
-$234K -23,000 Closed

PZC Hedge Fund Activity: Q4 2018 in Review

22 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2018, worth a combined $8.51M — up 1.8% from $8.35M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PZC positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Wedbush Securities, opening a new position worth an estimated $1.14M. The largest seller was Private Asset Management, exiting entirely with an estimated $234K sold.

  • 22 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $8.51M of PIMCO California Municipal Income Fund III stock for Q4 2018, up 1.8% quarter-over-quarter.
  • 3 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2018 and 2 closed out, a net change of +1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q4 2018 was Wedbush Securities, an estimated $1.14M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q4 2018 was Private Asset Management, an estimated $234K sold.

Based on aggregated 13F filings for Q4 2018.