PZC

PIMCO California Municipal Income Fund III
PZC

Overview Fund Activity
Delisted

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

Back to rankings

22 hedge funds and large institutions have $11.2M invested in PIMCO California Municipal Income Fund III in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$1.31M
2
NPC
2
National Planning Corporation
California
$247K
3
GC
3
Guggenheim Capital
Illinois
$2.59M
4
Wells Fargo
4
Wells Fargo
California
$1.26M
5
FAAS
5
First Allied Advisory Services
California
$121K

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.31M
2
FFA
2
First Foundation Advisors
California
$1.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$697K
4
Bank of America
4
Bank of America
North Carolina
$29K
5
LPL Financial
5
LPL Financial
California
$767K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.59M 277,240 +22,425 +9%
FFA
2
First Foundation Advisors
California
$1.35M 144,342 -14,125 -9%
Invesco
3
Invesco
Georgia
$1.31M 140,375 -42,423 -23%
SIA
4
Sit Investment Associates
Minnesota
$1.31M 139,600 +43,100 +45%
Wells Fargo
5
Wells Fargo
California
$1.26M 135,048 +18,310 +16%
LPL Financial
6
LPL Financial
California
$767K 83,250 -3,842 -4%
Morgan Stanley
7
Morgan Stanley
New York
$697K 74,491 -9,166 -11%
Creative Planning
8
Creative Planning
Kansas
$576K 61,494 +9,797 +19%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$280K 29,868 -1,635 -5%
NPC
10
National Planning Corporation
California
$247K 26,425 +26,425 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$188K 20,000 – –
U
12
UBS
Switzerland
$158K 16,891 +5,323 +46%
FAAS
13
First Allied Advisory Services
California
$121K 12,500 +12,500 New
HK
14
Horizon Kinetics
New York
$112K 11,931 – –
BPBT
15
Boston Private Bank & Trust
Massachusetts
$94K 10,067 +10,067 New
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$51K 5,480 +5,480 New
Bank of America
17
Bank of America
North Carolina
$29K 3,062 -7,735 -72%
AIG
18
American International Group
New York
$18.7K 2,000 – –
NES
19
New England Securities
New York
$6K 628 – –
Citigroup
20
Citigroup
New York
$5K 500 – –
Northern Trust
21
Northern Trust
Illinois
$2K 18,200 – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$2K 225 +225 New
TRCT
23
Tower Research Capital (TRC)
New York
– – -925 Closed