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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17 hedge funds and large institutions have $12.2M invested in PIMCO California Municipal Income Fund III in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.66M
2
GC
2
Guggenheim Capital
Illinois
$4.46M
3
UBS Group
3
UBS Group
Switzerland
$1.2M
4
LPL Financial
4
LPL Financial
California
$1.78M
5
EWA
5
EP Wealth Advisors
California
$174K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$151K
2
Bank of America
2
Bank of America
North Carolina
$1.41M
3
NPC
3
National Planning Corporation
California
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.46M 379,863 +47,179 +14%
LPL Financial
2
LPL Financial
California
$1.78M 149,978 +20,413 +16%
Morgan Stanley
3
Morgan Stanley
New York
$1.66M 141,647 +82,248 +138%
Bank of America
4
Bank of America
North Carolina
$1.41M 120,202 -51,393 -30%
UBS Group
5
UBS Group
Switzerland
$1.2M 102,174 +23,935 +31%
Wells Fargo
6
Wells Fargo
California
$541K 46,053 +11,113 +32%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$350K 29,781 +59 +0.2%
EWA
8
EP Wealth Advisors
California
$174K 14,795 +14,795 New
CWM
9
Concert Wealth Management
California
$168K 14,200 -1,000 -7%
HCM
10
Hollencrest Capital Management
California
$165K 14,040 – –
FFA
11
First Foundation Advisors
California
$151K 12,884 -53,644 -81%
AF
12
Allworth Financial
California
$47K 4,000 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$36K 3,070 +870 +40%
WAS
14
WESPAC Advisors SoCal
California
$32.8K 2,795 +2,795 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$12K 1,000 – –
DADC
16
D.A. Davidson & Co
Montana
$11K 1,000 – –
AIG
17
American International Group
New York
$7K 628 – –
NPC
18
National Planning Corporation
California
– – -16,730 Closed
VKH
19
Virtu KCG Holdings
New York
– – -11,832 Closed
IA
20
IFP Advisors
Florida
– – -2,452 Closed