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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21 hedge funds and large institutions have $9.5M invested in PIMCO California Municipal Income Fund III in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$223K
2
VKH
2
Virtu KCG Holdings
New York
$134K
3
Morgan Stanley
3
Morgan Stanley
New York
$746K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$270K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$23K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
GC
2
Guggenheim Capital
Illinois
$3.95M
3
CWM
3
Concert Wealth Management
California
$351K
4
FFA
4
First Foundation Advisors
California
$1.42M
5
U
5
UBS
Switzerland
$747K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.95M 379,663 -32,324 -8%
FFA
2
First Foundation Advisors
California
$1.42M 136,556 -3,947 -3%
LPL Financial
3
LPL Financial
California
$830K 80,230 -452 -0.6%
U
4
UBS
Switzerland
$747K 71,788 -2,119 -3%
Morgan Stanley
5
Morgan Stanley
New York
$746K 71,691 +4,159 +6%
CWM
6
Concert Wealth Management
California
$351K 33,800 -4,300 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$270K 26,009 +2,567 +11%
AQR Capital Management
8
AQR Capital Management
Connecticut
$223K 21,418 +21,418 New
Wells Fargo
9
Wells Fargo
California
$217K 20,890 -600 -3%
HCM
10
Hollencrest Capital Management
California
$146K 14,040 – –
NPC
11
National Planning Corporation
California
$137K 13,325 – –
VKH
12
Virtu KCG Holdings
New York
$134K 12,904 +12,904 New
HK
13
Horizon Kinetics
New York
$124K 11,931 – –
Creative Planning
14
Creative Planning
Kansas
$68K 6,494 – –
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$57K 5,480 – –
Bank of America
16
Bank of America
North Carolina
$35K 3,388 +1,888 +126%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$23K 2,200 +2,200 New
DADC
18
D.A. Davidson & Co
Montana
$10K 1,000 – –
AIG
19
American International Group
New York
$6.53K 628 – –
Citigroup
20
Citigroup
New York
$5K 500 – –
SFSIG
21
San Francisco Sentry Investment Group
California
$5K 500 +500 New
SIA
22
Sit Investment Associates
Minnesota
– – -59,800 Closed