We are live on ! Find out more
PZC

PIMCO California Municipal Income Fund III

Delisted

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

26 hedge funds and large institutions have $17.1M invested in PIMCO California Municipal Income Fund III in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

0% more funds holding

Funds holding: 2626 (0)

0.04% less ownership

Funds ownership: 6.99%6.95% (-0.04%)

5% less capital invested

Capital invested by funds: $17.9M → $17.1M (-$819K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.58M +$204K +17,991 +4%
UBS Group
2
UBS Group
Switzerland
$2.73M +$93.3K +8,215 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.82M +$27.4K +2,411 +1%
AAM
4
Advisors Asset Management
Colorado
$914K -$20K -1,765 -2%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$820K -$5.01K -441 -0.6%
GSWM
6
Golden State Wealth Management
California
$799K +$7.66K +674 +0.9%
Bank of America
7
Bank of America
North Carolina
$570K +$120K +10,578 +26%
C
8
Certuity
Florida
$551K
MIAN
9
Mariner Independent Advisor Network
Kansas
$531K -$39.6K -3,488 -7%
Wells Fargo
10
Wells Fargo
California
$366K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$336K +$829 +73 +0.2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$329K -$2.27K -200 -0.7%
Osaic Holdings
13
Osaic Holdings
Arizona
$318K
GJIC
14
Gamble Jones Investment Counsel
California
$220K
SWP
15
Stratos Wealth Partners
Ohio
$212K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$177K -$6.25K -550 -3%
IP
17
Intellectus Partners
California
$176K
ACA
18
Ackerman Capital Advisors
Texas
$152K +$157K +13,807 New
LPL Financial
19
LPL Financial
California
$134K -$358K -31,500 -72%
HCM
20
Hollencrest Capital Management
California
$113K
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$113K +$116K +10,252 New
RFA
22
Reilly Financial Advisors
California
$66K
PO
23
Private Ocean
California
$44K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$32K -$37.8K -3,325 -53%
WWMSC
25
Wagner Wealth Management (South Carolina)
South Carolina
$17K

PZC Hedge Fund Activity: Q3 2021 in Review

26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2021, worth a combined $17.1M — down 4.6% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PZC positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $204K. The largest seller was LPL Financial, cutting an estimated $358K.

  • 26 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $17.1M of PIMCO California Municipal Income Fund III stock for Q3 2021, down 4.6% quarter-over-quarter.
  • 3 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2021 and 2 closed out, a net change of +1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q3 2021 was Guggenheim Capital, an estimated $204K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q3 2021 was LPL Financial, an estimated $358K sold.

Based on aggregated 13F filings for Q3 2021.