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PZC

PIMCO California Municipal Income Fund III
PZC

Delisted

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

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24 hedge funds and large institutions have $13.9M invested in PIMCO California Municipal Income Fund III in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

0.6% more ownership

Funds ownership: 6.94% → 7.53% (+0.6%)

0% more capital invested

Capital invested by funds: $13.9M → $13.9M (+$65K)

11% less funds holding

Funds holding: 27 → 24 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.35M
2
UBS Group
UBS Group
Switzerland
+$1.22M
3
Morgan Stanley
Morgan Stanley
New York
+$832K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$136K
5
FWM
Fortress Wealth Management
California
+$83.8K

Top Sellers

Rank Fund Capital Flow
1
ACA
Ackerman Capital Advisors
Texas
-$771K
2
GC
Guggenheim Capital
Illinois
-$479K
3
WP
WealthSource Partners
California
-$298K
4
VF
Virtu Financial
New York
-$189K
5
SWP
Stratos Wealth Partners
Ohio
-$172K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.14M -$479K -57,160 -13%
UBS Group
2
UBS Group
Switzerland
$2.92M +$1.22M +145,483 +70%
AAM
3
Advisors Asset Management
Colorado
$2.58M +$1.35M +161,581 +107%
Morgan Stanley
4
Morgan Stanley
New York
$2.02M +$832K +99,251 +68%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$768K +$136K +16,249 +21%
Bank of America
6
Bank of America
North Carolina
$305K -$37.7K -4,500 -11%
Wells Fargo
7
Wells Fargo
California
$264K +$69.7K +8,313 +35%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$254K +$7.55K +900 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$252K +$14K +1,666 +6%
RCM
10
Rivernorth Capital Management
Florida
$250K -$99.1K -11,824 -28%
IP
11
Intellectus Partners
California
$220K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$181K -$470 -56 -0.3%
GJIC
13
Gamble Jones Investment Counsel
California
$165K – – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$163K +$30.5K +3,639 +23%
HCM
15
Hollencrest Capital Management
California
$85K – – –
RPCA
16
Running Point Capital Advisors
California
$83K – – –
FWM
17
Fortress Wealth Management
California
$83K +$83.8K +10,000 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$74K +$27.3K +3,250 +57%
CCM
19
Covington Capital Management
California
$41K – – –
BCM
20
Bourgeon Capital Management
Connecticut
$41K +$41.9K +5,000 New
SPIA
21
Steward Partners Investment Advisory
New York
$41K +$41.9K +5,000 New
WWMSC
22
Wagner Wealth Management (South Carolina)
South Carolina
$13K +$13K +1,550 New
MWM
23
Mascoma Wealth Management
New Hampshire
$3K +$2.88K +343 New
FIA
24
FNY Investment Advisers
New York
$2K – – –
ACA
25
Ackerman Capital Advisors
Texas
– -$771K -86,365 Closed
1
2

PZC Hedge Fund Activity: Q2 2022 in Review

24 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q2 2022, worth a combined $13.9M — up 0.47% from $13.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PZC and 5 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 9 added.

The largest buyer was Advisors Asset Management, adding an estimated $1.35M. The largest seller was Ackerman Capital Advisors, exiting entirely with an estimated $771K sold.

  • 24 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q2 2022, down from 27 in Q1 2022.
  • Funds reported $13.9M of PIMCO California Municipal Income Fund III stock for Q2 2022, up 0.47% quarter-over-quarter.
  • 5 funds opened new PIMCO California Municipal Income Fund III positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q2 2022 was Advisors Asset Management, an estimated $1.35M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q2 2022 was Ackerman Capital Advisors, an estimated $771K sold.

Based on aggregated 13F filings for Q2 2022.