We are live on ! Find out more
PZC

PIMCO California Municipal Income Fund III

Delisted

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

27 hedge funds and large institutions have $13.9M invested in PIMCO California Municipal Income Fund III in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 2627 (+1)

0.21% more ownership

Funds ownership: 6.72%6.94% (+0.21%)

17% less capital invested

Capital invested by funds: $16.7M → $13.9M (-$2.84M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
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
$3.91M -$321K -32,841 -7%
UBS Group
2
UBS Group
Switzerland
$1.86M -$382K -39,105 -16%
AAM
3
Advisors Asset Management
Colorado
$1.34M +$393K +40,166 +36%
Morgan Stanley
4
Morgan Stanley
New York
$1.29M -$101K -10,386 -7%
ACA
5
Ackerman Capital Advisors
Texas
$771K +$547K +55,982 +184%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$686K +$21K +2,151 +3%
GSWM
7
Golden State Wealth Management
California
$613K -$46.1K -4,719 -6%
RCM
8
Rivernorth Capital Management
Florida
$376K +$412K +42,132 New
Bank of America
9
Bank of America
North Carolina
$370K -$84.5K -8,643 -17%
WP
10
WealthSource Partners
California
$298K +$10.4K +1,065 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$266K
Osaic Holdings
12
Osaic Holdings
Arizona
$258K
IP
13
Intellectus Partners
California
$238K +$104K +10,616 +67%
Wells Fargo
14
Wells Fargo
California
$212K -$93.1K -9,525 -29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$196K -$59.1K -6,051 -22%
VF
16
Virtu Financial
New York
$189K +$207K +21,201 New
GJIC
17
Gamble Jones Investment Counsel
California
$179K
SWP
18
Stratos Wealth Partners
Ohio
$172K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$144K
WAM
20
Wolverine Asset Management
Illinois
$139K +$152K +15,604 New
HCM
21
Hollencrest Capital Management
California
$92K
RPCA
22
Running Point Capital Advisors
California
$89K +$97.7K +10,000 New
Creative Planning
23
Creative Planning
Kansas
$54K +$58.6K +6,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$51K
CCM
25
Covington Capital Management
California
$45K +$48.9K +5,000 New

PZC Hedge Fund Activity: Q1 2022 in Review

27 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q1 2022, worth a combined $13.9M — down 17% from $16.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PZC positions and 5 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Ackerman Capital Advisors, adding an estimated $547K. The largest seller was UBS Group, cutting an estimated $382K.

  • 27 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q1 2022, up from 26 in Q4 2021.
  • Funds reported $13.9M of PIMCO California Municipal Income Fund III stock for Q1 2022, down 17% quarter-over-quarter.
  • 7 funds opened new PIMCO California Municipal Income Fund III positions in Q1 2022 and 5 closed out, a net change of +2 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q1 2022 was Ackerman Capital Advisors, an estimated $547K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q1 2022 was UBS Group, an estimated $382K sold.

Based on aggregated 13F filings for Q1 2022.