PIMCO California Municipal Income Fund III
PZC
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 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
13% more funds holding
Funds holding: 24 → 27 (+3)
0.96% more ownership
Funds ownership: 7.53% → 8.49% (+0.96%)
1% less capital invested
Capital invested by funds: $13.9M → $13.9M (-$70.6K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$803K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$612K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$530K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$259K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$643K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$118K |
| 3 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$83K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$48.7K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$37.2K |
PZC Hedge Fund Activity: Q3 2022 in Review
27 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2022, worth a combined $13.9M — down 0.51% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PZC positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $803K. The largest seller was UBS Group, cutting an estimated $643K.
- 27 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2022, up from 24 in Q2 2022.
- Funds reported $13.9M of PIMCO California Municipal Income Fund III stock for Q3 2022, down 0.51% quarter-over-quarter.
- 4 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2022 and 1 closed out, a net change of +3 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q3 2022 was Atria Wealth Solutions, an estimated $803K added.
- The largest PIMCO California Municipal Income Fund III seller in Q3 2022 was UBS Group, an estimated $643K sold.
Based on aggregated 13F filings for Q3 2022.