PIMCO California Municipal Income Fund III
PZC
PZC was delisted on the 1st of August, 2025.
29 hedge funds and large institutions have $20.6M invested in PIMCO California Municipal Income Fund III in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
12% more funds holding
Funds holding: 26 → 29 (+3)
9% more capital invested
Capital invested by funds: $18.8M → $20.6M (+$1.75M)
0.53% more ownership
Funds ownership: 11.67% → 12.2% (+0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$423K |
| 2 |
Morgan Stanley
New York
|
+$332K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$205K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$161K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$465K |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$224K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$66.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$29.2K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$26.7K |
PZC Hedge Fund Activity: Q3 2024 in Review
29 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q3 2024, worth a combined $20.6M — up 9.3% from $18.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PZC positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $423K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $465K.
- 29 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $20.6M of PIMCO California Municipal Income Fund III stock for Q3 2024, up 9.3% quarter-over-quarter.
- 5 funds opened new PIMCO California Municipal Income Fund III positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest PIMCO California Municipal Income Fund III buyer in Q3 2024 was Wolverine Asset Management, an estimated $423K added.
- The largest PIMCO California Municipal Income Fund III seller in Q3 2024 was Hennion & Walsh Asset Management, an estimated $465K sold.
Based on aggregated 13F filings for Q3 2024.