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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18 hedge funds and large institutions have $10.3M invested in PIMCO California Municipal Income Fund III in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$1.49M
2
CWM
2
Concert Wealth Management
California
$395K
3
GC
3
Guggenheim Capital
Illinois
$4.36M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$248K
5
Morgan Stanley
5
Morgan Stanley
New York
$714K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$633K
2
BPBT
2
Boston Private Bank & Trust
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$227K
4
DADC
4
D.A. Davidson & Co
Montana
$10K
5
NPC
5
National Planning Corporation
California
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.36M 411,987 +17,042 +4%
FFA
2
First Foundation Advisors
California
$1.49M 140,503 +140,503 New
LPL Financial
3
LPL Financial
California
$854K 80,682 +24 +0%
U
4
UBS
Switzerland
$782K 73,907 -1,176 -2%
Morgan Stanley
5
Morgan Stanley
New York
$714K 67,532 +2,100 +3%
SIA
6
Sit Investment Associates
Minnesota
$633K 59,800 -79,800 -57%
CWM
7
Concert Wealth Management
California
$395K 38,100 +38,100 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$248K 23,442 +5,144 +28%
Wells Fargo
9
Wells Fargo
California
$227K 21,490 -7,352 -25%
HCM
10
Hollencrest Capital Management
California
$149K 14,040 – –
NPC
11
National Planning Corporation
California
$141K 13,325 -4,700 -26%
HK
12
Horizon Kinetics
New York
$126K 11,931 – –
Creative Planning
13
Creative Planning
Kansas
$69K 6,494 – –
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$58K 5,480 – –
Bank of America
15
Bank of America
North Carolina
$16K 1,500 +1,500 New
DADC
16
D.A. Davidson & Co
Montana
$10K 1,000 -7,000 -88%
AIG
17
American International Group
New York
$6.65K 628 -2,000 -76%
Citigroup
18
Citigroup
New York
$5K 500 – –
BPBT
19
Boston Private Bank & Trust
Massachusetts
– – -10,067 Closed