PZC

PIMCO California Municipal Income Fund III

Delisted

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

16 hedge funds and large institutions have $8.77M invested in PIMCO California Municipal Income Fund III in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 8 closing their positions.

Holders
16
Holders Change
-8
Holders Change %
-33.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
5
Reduced
2
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.94M 394,945 +55,711 +16%
SIA
2
Sit Investment Associates
Minnesota
$1.39M 139,600
LPL Financial
3
LPL Financial
California
$804K 80,658
U
4
UBS
Switzerland
$748K 75,083 +24,210 +48%
Morgan Stanley
5
Morgan Stanley
New York
$652K 65,432 +3,601 +6%
Wells Fargo
6
Wells Fargo
California
$288K 28,842 -108,137 -79%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$182K 18,298 -1,025 -5%
NPC
8
National Planning Corporation
California
$178K 18,025
HCM
9
Hollencrest Capital Management
California
$140K 14,040
HK
10
Horizon Kinetics
New York
$119K 11,931
BPBT
11
Boston Private Bank & Trust
Massachusetts
$100K 10,067
DADC
12
D.A. Davidson & Co
Montana
$79K 8,000 +7,000 +700%
Creative Planning
13
Creative Planning
Kansas
$65K 6,494
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$55K 5,480
AIG
15
American International Group
New York
$26.2K 2,628 +628 +31%
Citigroup
16
Citigroup
New York
$5K 500
FFA
17
First Foundation Advisors
California
-144,397 Closed
Invesco
18
Invesco
Georgia
-58,366 Closed
Northern Trust
19
Northern Trust
Illinois
-18,200 Closed
SG Americas Securities
20
SG Americas Securities
New York
-13,852 Closed
VKH
21
Virtu KCG Holdings
New York
-12,111 Closed
NES
22
New England Securities
New York
-628 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-328 Closed
Bank of America
24
Bank of America
North Carolina
-17 Closed