PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
24 hedge funds and large institutions have $12.7M invested in PIMCO California Municipal Income Fund III in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more capital invested
Capital invested by funds: $11.9M → $12.7M (+$748K)
4% more funds holding
Funds holding: 23 → 24 (+1)
0.21% more ownership
Funds ownership: 4.76% → 4.97% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$337K |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$141K |
| 3 |
EWF
Epstein & White Financial
San Diego,
California
|
+$132K |
| 4 |
Morgan Stanley
New York
|
+$95.9K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$47.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
-$712K |
| 2 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$458K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$25.5K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.2K |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$5.47K |
PZC Hedge Fund Activity: Q4 2019 in Review
24 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2019, worth a combined $12.7M — up 6.3% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PZC positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Invesco, adding an estimated $337K. The largest seller was Golden State Wealth Management, exiting entirely with an estimated $712K sold.
- 24 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2019, up from 23 in Q3 2019.
- Funds reported $12.7M of PIMCO California Municipal Income Fund III stock for Q4 2019, up 6.3% quarter-over-quarter.
- 3 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2019 and 2 closed out, a net change of +1 holder.
- The largest PIMCO California Municipal Income Fund III buyer in Q4 2019 was Invesco, an estimated $337K added.
- The largest PIMCO California Municipal Income Fund III seller in Q4 2019 was Golden State Wealth Management, an estimated $712K sold.
Based on aggregated 13F filings for Q4 2019.