We are live on ! Find out more
PZC

PIMCO California Municipal Income Fund III

Delisted

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

21 hedge funds and large institutions have $9.82M invested in PIMCO California Municipal Income Fund III in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

15% more capital invested

Capital invested by funds: $8.51M → $9.82M (+$1.31M)

0.01% more ownership

Funds ownership: 3.95%3.95% (+0.01%)

5% less funds holding

Funds holding: 2221 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.47M +$189K +17,775 +9%
WS
2
Wedbush Securities
California
$1.29M -$10.6K -1,000 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$1.1M +$55.1K +5,194 +5%
UBS Group
4
UBS Group
Switzerland
$1.09M +$348K +32,820 +50%
GSWM
5
Golden State Wealth Management
California
$685K +$659K +62,085 New
DADC
6
D.A. Davidson & Co
Montana
$548K +$108K +10,203 +26%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$415K +$2.6K +245 +0.7%
LPL Financial
8
LPL Financial
California
$389K -$18.6K -1,754 -5%
SWP
9
Stratos Wealth Partners
Ohio
$290K -$21K -1,975 -7%
Bank of America
10
Bank of America
North Carolina
$278K +$26.8K +2,526 +11%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$264K
Wells Fargo
12
Wells Fargo
California
$195K
HCM
13
Hollencrest Capital Management
California
$179K
RJA
14
Raymond James & Associates
Florida
$149K +$143K +13,497 New
AG
15
Advisor Group
Arizona
$125K +$584 +55 +0.5%
GJIC
16
Gamble Jones Investment Counsel
California
$110K
IP
17
Intellectus Partners
California
$84K +$80.2K +7,559 New
RFA
18
Reilly Financial Advisors
California
$66K
WAS
19
WESPAC Advisors SoCal
California
$30K +$29.7K +2,795 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26K -$151K -14,264 -86%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$22K -$74.3K -7,000 -78%
FIA
22
FNY Investment Advisers
New York
$3K +$1.1K +104 +58%
Invesco
23
Invesco
Georgia
-$708K -74,285 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$263K -27,561 Closed
TJHA
25
Thomas J. Herzfeld Advisors
Florida
-$229K -24,028 Closed

PZC Hedge Fund Activity: Q1 2019 in Review

21 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q1 2019, worth a combined $9.82M — up 15% from $8.51M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PZC and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.

The largest buyer was UBS Group, adding an estimated $348K. The largest seller was Invesco, exiting entirely with an estimated $708K sold.

  • 21 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q1 2019, down from 22 in Q4 2018.
  • Funds reported $9.82M of PIMCO California Municipal Income Fund III stock for Q1 2019, up 15% quarter-over-quarter.
  • 4 funds opened new PIMCO California Municipal Income Fund III positions in Q1 2019 and 5 closed out, a net change of -1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q1 2019 was UBS Group, an estimated $348K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q1 2019 was Invesco, an estimated $708K sold.

Based on aggregated 13F filings for Q1 2019.