PZC

PIMCO California Municipal Income Fund III
PZC

Overview Fund Activity
Delisted

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

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24 hedge funds and large institutions have $10.4M invested in PIMCO California Municipal Income Fund III in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.12M
2
U
2
UBS
Switzerland
$468K
3
HCM
3
Hollencrest Capital Management
California
$129K
4
SG Americas Securities
4
SG Americas Securities
New York
$127K
5
VKH
5
Virtu KCG Holdings
New York
$111K

Top Sellers

1
Invesco
1
Invesco
Georgia
$537K
2
Creative Planning
2
Creative Planning
Kansas
$60K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$0
4
FAAS
4
First Allied Advisory Services
California
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$569K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.12M 339,234 +61,994 +22%
FFA
2
First Foundation Advisors
California
$1.33M 144,397 +55 +0%
SIA
3
Sit Investment Associates
Minnesota
$1.28M 139,600 – –
Wells Fargo
4
Wells Fargo
California
$1.26M 136,979 +1,931 +1%
LPL Financial
5
LPL Financial
California
$742K 80,658 -2,592 -3%
Morgan Stanley
6
Morgan Stanley
New York
$569K 61,831 -12,660 -17%
Invesco
7
Invesco
Georgia
$537K 58,366 -82,009 -58%
U
8
UBS
Switzerland
$468K 50,873 +33,982 +201%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$178K 19,323 -10,545 -35%
NPC
10
National Planning Corporation
California
$165K 18,025 -8,400 -32%
HCM
11
Hollencrest Capital Management
California
$129K 14,040 +14,040 New
SG Americas Securities
12
SG Americas Securities
New York
$127K 13,852 +13,852 New
VKH
13
Virtu KCG Holdings
New York
$111K 12,111 +12,111 New
HK
14
Horizon Kinetics
New York
$110K 11,931 – –
BPBT
15
Boston Private Bank & Trust
Massachusetts
$93K 10,067 – –
Creative Planning
16
Creative Planning
Kansas
$60K 6,494 -55,000 -89%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$50K 5,480 – –
AIG
18
American International Group
New York
$18.4K 2,000 – –
DADC
19
D.A. Davidson & Co
Montana
$9K 1,000 +1,000 New
NES
20
New England Securities
New York
$6K 628 – –
Citigroup
21
Citigroup
New York
$5K 500 – –
TRCT
22
Tower Research Capital (TRC)
New York
$3K 328 +328 New
Northern Trust
23
Northern Trust
Illinois
$2K 18,200 – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
– – -20,000 Closed
FAAS
25
First Allied Advisory Services
California
– – -12,500 Closed
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