PZC

PIMCO California Municipal Income Fund III

Delisted

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

18 hedge funds and large institutions have $12.8M invested in PIMCO California Municipal Income Fund III in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.42M 440,489 +60,626 +16%
Morgan Stanley
2
Morgan Stanley
New York
$1.63M 132,147 -9,500 -7%
UBS Group
3
UBS Group
Switzerland
$1.61M 131,247 +29,073 +28%
Bank of America
4
Bank of America
North Carolina
$1.05M 85,657 -34,545 -29%
LPL Financial
5
LPL Financial
California
$984K 78,124 -71,854 -48%
Wells Fargo
6
Wells Fargo
California
$611K 49,653 +3,600 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$393K 31,950 +2,169 +7%
CRC
8
Curi RMB Capital
Illinois
$269K 21,900 +21,900 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$236K 19,150 +18,150 +1,815%
HCM
10
Hollencrest Capital Management
California
$173K 14,040
CWM
11
Concert Wealth Management
California
$170K 13,700 -500 -4%
DWM
12
Destination Wealth Management
California
$124K 10,100 +10,100 New
AF
13
Allworth Financial
California
$49K 4,000
WAS
14
WESPAC Advisors SoCal
California
$34.4K 2,795
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27K 2,204 -866 -28%
IA
16
IFP Advisors
Florida
$24K 1,968 +1,968 New
DADC
17
D.A. Davidson & Co
Montana
$12K 1,000
AG
18
Advisor Group
Arizona
$7K 628 +628 New
EWA
19
EP Wealth Advisors
California
-14,795 Closed
FFA
20
First Foundation Advisors
California
-12,884 Closed
AIG
21
American International Group
New York
-628 Closed