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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23 hedge funds and large institutions have $9.46M invested in PIMCO California Municipal Income Fund III in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.51M
2
PAM
2
Private Asset Management
California
$403K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$195K
4
RFA
4
Reilly Financial Advisors
California
$62K
5
Wells Fargo
5
Wells Fargo
California
$304K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$2.28M
2
MIG
2
Mariner Investment Group
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.03M
4
DADC
4
D.A. Davidson & Co
Montana
$558K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.28M 220,197 -42,156 -16%
UBS Group
2
UBS Group
Switzerland
$1.51M 145,094 +77,173 +114%
Morgan Stanley
3
Morgan Stanley
New York
$1.03M 99,724 -13,543 -12%
Invesco
4
Invesco
Georgia
$848K 81,817 -823 -1%
DADC
5
D.A. Davidson & Co
Montana
$558K 53,851 -13,042 -19%
LPL Financial
6
LPL Financial
California
$403K 38,850 +2,500 +7%
PAM
7
Private Asset Management
California
$403K 38,900 +38,900 New
SWP
8
Stratos Wealth Partners
Ohio
$367K 35,421 – –
Bank of America
9
Bank of America
North Carolina
$353K 34,066 -8,623 -20%
Wells Fargo
10
Wells Fargo
California
$304K 29,353 +4,260 +17%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$301K 28,994 -1,802 -6%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$290K 27,959 – –
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$195K 18,822 +18,822 New
HCM
14
Hollencrest Capital Management
California
$165K 15,900 +3,500 +28%
GJIC
15
Gamble Jones Investment Counsel
California
– – – –
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$87K 9,010 – –
AG
17
Advisor Group
Arizona
$75K 7,200 – –
RFA
18
Reilly Financial Advisors
California
$62K 6,000 +6,000 New
GBBWRPM
19
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$43K 4,158 – –
IA
20
IFP Advisors
Florida
$28K 2,686 +532 +25%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$25K 2,376 – –
WWM
22
Wagner Wealth Management
South Carolina
$16K 1,550 +1,550 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$13K 1,249 +1,249 New
FIA
24
FNY Investment Advisers
New York
$1K 180 +180 New
MIG
25
Mariner Investment Group
New York
– – -36,917 Closed
1
2