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PZC

PIMCO California Municipal Income Fund III

Delisted

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

27 hedge funds and large institutions have $15.8M invested in PIMCO California Municipal Income Fund III in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.65% less ownership

Funds ownership: 7.3%6.65% (-0.65%)

4% less capital invested

Capital invested by funds: $16.5M → $15.8M (-$740K)

4% less funds holding

Funds holding: 2827 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.47M +$550K +51,887 +14%
UBS Group
2
UBS Group
Switzerland
$2.16M +$286K +27,000 +15%
Morgan Stanley
3
Morgan Stanley
New York
$1.36M +$40.8K +3,853 +3%
WS
4
Wedbush Securities
California
$1.03M -$201K -18,974 -16%
Invesco
5
Invesco
Georgia
$921K -$24.5K -2,311 -3%
C
6
Certuity
Florida
$878K
RJFSA
7
Raymond James Financial Services Advisors
Florida
$864K +$87.6K +8,269 +11%
GSWM
8
Golden State Wealth Management
California
$747K +$7.56K +714 +1%
Wells Fargo
9
Wells Fargo
California
$424K -$2.89K -273 -0.7%
LPL Financial
10
LPL Financial
California
$379K +$117 +11 +0%
WTC
11
WhitTier Trust Company
Nevada
$362K +$360K +34,000 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$332K +$8.63K +815 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$330K -$38.5K -3,633 -10%
MA
14
MUFG Americas
New York
$305K
Bank of America
15
Bank of America
North Carolina
$227K -$204K -19,237 -47%
JWCA
16
J.W. Cole Advisors
Florida
$170K +$169K +16,000 New
EWF
17
Epstein & White Financial
California
$126K +$1.4K +132 +1%
HCM
18
Hollencrest Capital Management
California
$124K
IP
19
Intellectus Partners
California
$107K -$26.7K -2,520 -20%
GJIC
20
Gamble Jones Investment Counsel
California
$106K
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$89K +$87.8K +8,288 New
RFA
22
Reilly Financial Advisors
California
$64K
CPW
23
Catalyst Private Wealth
California
$59K +$58.3K +5,503 New
KC
24
Knuff & Co
California
$57K
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$51K -$60.5K -5,715 -53%

PZC Hedge Fund Activity: Q3 2020 in Review

27 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2020, worth a combined $15.8M — down 4.5% from $16.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PZC and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.

The largest buyer was Guggenheim Capital, adding an estimated $550K. The largest seller was Robinson Capital Management, exiting entirely with an estimated $2.12M sold.

  • 27 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2020, down from 28 in Q2 2020.
  • Funds reported $15.8M of PIMCO California Municipal Income Fund III stock for Q3 2020, down 4.5% quarter-over-quarter.
  • 4 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2020 and 5 closed out, a net change of -1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q3 2020 was Guggenheim Capital, an estimated $550K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q3 2020 was Robinson Capital Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2020.