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PZC

PIMCO California Municipal Income Fund III

Delisted

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

30 hedge funds and large institutions have $18.6M invested in PIMCO California Municipal Income Fund III in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $17.3M → $18.6M (+$1.24M)

0.31% more ownership

Funds ownership: 7.55%7.86% (+0.31%)

3% less funds holding

Funds holding: 3130 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$4.83M +$251K +24,034 +6%
UBS Group
2
UBS Group
Switzerland
$2.91M +$543K +52,089 +23%
Morgan Stanley
3
Morgan Stanley
New York
$1.39M +$77.8K +7,461 +6%
RCM
4
Robinson Capital Management
Michigan
$1.11M -$530K -50,802 -33%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$860K -$14.4K -1,382 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$795K +$786K +75,335 New
GSWM
7
Golden State Wealth Management
California
$751K +$2.46K +236 +0.3%
AAM
8
Advisors Asset Management
Colorado
$616K +$367K +35,228 +152%
C
9
Certuity
Florida
$528K
ACA
10
Ackerman Capital Advisors
Texas
$517K -$352K -33,753 -41%
LPL Financial
11
LPL Financial
California
$461K
MIAN
12
Mariner Independent Advisor Network
Kansas
$387K
Bank of America
13
Bank of America
North Carolina
$381K +$155K +14,828 +70%
Wells Fargo
14
Wells Fargo
California
$377K -$49.8K -4,778 -12%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$322K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$320K +$1.29K +124 +0.4%
Osaic Holdings
17
Osaic Holdings
Arizona
$305K -$20.9K -2,000 -6%
Invesco
18
Invesco
Georgia
$290K -$170K -16,309 -37%
CAM
19
Cresset Asset Management
Illinois
$228K +$224K +21,490 New
GJIC
20
Gamble Jones Investment Counsel
California
$211K +$104K +10,000 +100%
SWP
21
Stratos Wealth Partners
Ohio
$204K
IP
22
Intellectus Partners
California
$190K -$10.4K -1,000 -5%
HCM
23
Hollencrest Capital Management
California
$123K
EWF
24
Epstein & White Financial
California
$107K +$1K +96 +1%
Citadel Advisors
25
Citadel Advisors
Florida
$106K +$104K +10,000 New

PZC Hedge Fund Activity: Q1 2021 in Review

30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q1 2021, worth a combined $18.6M — up 7.2% from $17.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PZC and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.

The largest buyer was UBS Group, adding an estimated $543K. The largest seller was Robinson Capital Management, cutting an estimated $530K.

  • 30 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q1 2021, down from 31 in Q4 2020.
  • Funds reported $18.6M of PIMCO California Municipal Income Fund III stock for Q1 2021, up 7.2% quarter-over-quarter.
  • 5 funds opened new PIMCO California Municipal Income Fund III positions in Q1 2021 and 6 closed out, a net change of -1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q1 2021 was UBS Group, an estimated $543K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q1 2021 was Robinson Capital Management, an estimated $530K sold.

Based on aggregated 13F filings for Q1 2021.