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PZC

PIMCO California Municipal Income Fund III

Delisted

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

31 hedge funds and large institutions have $17.3M invested in PIMCO California Municipal Income Fund III in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

15% more funds holding

Funds holding: 2731 (+4)

10% more capital invested

Capital invested by funds: $15.8M → $17.3M (+$1.53M)

0.91% more ownership

Funds ownership: 6.65%7.55% (+0.91%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.44M +$140K +13,489 +3%
UBS Group
2
UBS Group
Switzerland
$2.29M +$220K +21,247 +10%
RCM
3
Robinson Capital Management
Michigan
$1.6M +$1.61M +155,159 New
Morgan Stanley
4
Morgan Stanley
New York
$1.27M -$38.2K -3,693 -3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$850K +$17.8K +1,716 +2%
ACA
6
Ackerman Capital Advisors
Texas
$848K +$857K +82,727 New
GSWM
7
Golden State Wealth Management
California
$728K +$8.31K +803 +1%
C
8
Certuity
Florida
$513K -$336K -32,479 -39%
Invesco
9
Invesco
Georgia
$449K -$443K -42,796 -49%
LPL Financial
10
LPL Financial
California
$448K +$82.9K +8,010 +22%
Wells Fargo
11
Wells Fargo
California
$415K +$7.38K +713 +2%
MIAN
12
Mariner Independent Advisor Network
Kansas
$376K +$380K +36,712 New
Osaic Holdings
13
Osaic Holdings
Arizona
$316K +$320K +30,891 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$313K -$6.73K -650 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$310K -$8.08K -780 -3%
WAM
16
Wolverine Asset Management
Illinois
$247K +$250K +24,181 New
AAM
17
Advisors Asset Management
Colorado
$237K +$240K +23,169 New
Bank of America
18
Bank of America
North Carolina
$218K
SWP
19
Stratos Wealth Partners
Ohio
$198K +$200K +19,296 New
IP
20
Intellectus Partners
California
$195K +$92.2K +8,908 +89%
Millennium Management
21
Millennium Management
New York
$189K +$191K +18,475 New
Goldman Sachs
22
Goldman Sachs
New York
$136K +$137K +13,237 New
HCM
23
Hollencrest Capital Management
California
$119K
LCM
24
Landscape Capital Management
New Jersey
$108K +$109K +10,501 New
KAS
25
Kestra Advisory Services
Texas
$108K +$109K +10,540 New

PZC Hedge Fund Activity: Q4 2020 in Review

31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2020, worth a combined $17.3M — up 9.7% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PZC positions and 8 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $1.61M. The largest seller was Wedbush Securities, exiting entirely with an estimated $1.03M sold.

  • 31 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2020, up from 27 in Q3 2020.
  • Funds reported $17.3M of PIMCO California Municipal Income Fund III stock for Q4 2020, up 9.7% quarter-over-quarter.
  • 12 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2020 and 8 closed out, a net change of +4 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q4 2020 was Robinson Capital Management, an estimated $1.61M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q4 2020 was Wedbush Securities, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2020.