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 $10.3M invested in PIMCO California Municipal Income Fund III in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$713K
2
MF
2
Magnetar Financial
Illinois
$150K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$467K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.1M
5
Bank of America
5
Bank of America
North Carolina
$915K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5M
2
LPL Financial
2
LPL Financial
California
$506K
3
UBS Group
3
UBS Group
Switzerland
$474K
4
AF
4
Allworth Financial
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$422K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5M 397,188 -72,241 -15%
Morgan Stanley
2
Morgan Stanley
New York
$1.1M 86,921 +5,895 +7%
Bank of America
3
Bank of America
North Carolina
$915K 72,443 +2,842 +4%
SWP
4
Stratos Wealth Partners
Ohio
$713K 56,421 +22,846 +68%
LPL Financial
5
LPL Financial
California
$506K 40,048 -20,139 -33%
UBS Group
6
UBS Group
Switzerland
$474K 37,501 -9,666 -20%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$467K 36,995 +11,095 +43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$422K 33,429 -2,777 -8%
HCM
9
Hollencrest Capital Management
California
$177K 14,040 – –
Wells Fargo
10
Wells Fargo
California
$166K 13,154 -2,558 -16%
MF
11
Magnetar Financial
Illinois
$150K 11,940 +11,940 New
GBBWRPM
12
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$52K 4,158 – –
WAS
13
WESPAC Advisors SoCal
California
$35K 2,795 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$28K 2,200 – –
IA
15
IFP Advisors
Florida
$27K 2,131 +13 +0.6%
Creative Planning
16
Creative Planning
Kansas
$25K 2,000 +2,000 New
DADC
17
D.A. Davidson & Co
Montana
$12K 1,000 – –
AF
18
Allworth Financial
California
– – -4,000 Closed