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PZC

PIMCO California Municipal Income Fund III

Delisted

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

28 hedge funds and large institutions have $16.5M invested in PIMCO California Municipal Income Fund III in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

31% more capital invested

Capital invested by funds: $12.6M → $16.5M (+$3.92M)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

12% more funds holding

Funds holding: 2528 (+3)

1.5% more ownership

Funds ownership: 5.8%7.3% (+1.5%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.7M +$649K +66,552 +22%
RCM
2
Robinson Capital Management
Michigan
$2.12M +$1.73M +176,952 +535%
UBS Group
3
UBS Group
Switzerland
$1.77M +$624K +64,025 +57%
Morgan Stanley
4
Morgan Stanley
New York
$1.25M +$141K +14,428 +13%
WS
5
Wedbush Securities
California
$1.17M -$19.5K -2,000 -2%
Invesco
6
Invesco
Georgia
$893K +$132K +13,535 +18%
C
7
Certuity
Florida
$829K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$733K +$711K +72,944 New
GSWM
9
Golden State Wealth Management
California
$698K +$7.41K +760 +1%
MA
10
MUFG Americas
New York
$429K
Bank of America
11
Bank of America
North Carolina
$407K -$19 -2 -0%
Wells Fargo
12
Wells Fargo
California
$403K -$162K -16,666 -29%
LPL Financial
13
LPL Financial
California
$358K +$487 +50 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$348K -$165K -16,928 -33%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$305K +$39K +4,000 +15%
MIAN
16
Mariner Independent Advisor Network
Kansas
$287K +$276K +28,347 New
IP
17
Intellectus Partners
California
$127K +$122K +12,562 New
EWF
18
Epstein & White Financial
California
$118K +$1.28K +131 +1%
HCM
19
Hollencrest Capital Management
California
$117K -$44.7K -4,590 -28%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$116K -$8.36K -858 -7%
GJIC
21
Gamble Jones Investment Counsel
California
$101K
CAN
22
Cetera Advisor Networks
California
$67K +$64.7K +6,637 New
RFA
23
Reilly Financial Advisors
California
$60K
KC
24
Knuff & Co
California
$54K +$52.6K +5,400 New
WAM
25
Wolverine Asset Management
Illinois
$32K -$601K -61,624 -95%

PZC Hedge Fund Activity: Q2 2020 in Review

28 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2020, worth a combined $16.5M — up 31% from $12.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PZC positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.73M. The largest seller was Wolverine Asset Management, cutting an estimated $601K.

  • 28 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2020, up from 25 in Q1 2020.
  • Funds reported $16.5M of PIMCO California Municipal Income Fund III stock for Q2 2020, up 31% quarter-over-quarter.
  • 5 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2020 and 2 closed out, a net change of +3 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q2 2020 was Robinson Capital Management, an estimated $1.73M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q2 2020 was Wolverine Asset Management, an estimated $601K sold.

Based on aggregated 13F filings for Q2 2020.