PZC

PIMCO California Municipal Income Fund III

Delisted

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

22 hedge funds and large institutions have $8.35M invested in PIMCO California Municipal Income Fund III in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
6
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.06M 202,713 -17,484 -8%
Morgan Stanley
2
Morgan Stanley
New York
$969K 95,390 -4,334 -4%
UBS Group
3
UBS Group
Switzerland
$836K 82,280 -62,814 -43%
Invesco
4
Invesco
Georgia
$811K 79,796 -2,021 -2%
DADC
5
D.A. Davidson & Co
Montana
$568K 55,863 +2,012 +4%
Bank of America
6
Bank of America
North Carolina
$437K 43,033 +8,967 +26%
LPL Financial
7
LPL Financial
California
$395K 38,850
SWP
8
Stratos Wealth Partners
Ohio
$349K 34,321 -1,100 -3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$290K 28,631 -363 -1%
Wells Fargo
10
Wells Fargo
California
$286K 28,179 -1,174 -4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$244K 23,922 +5,100 +27%
PAM
12
Private Asset Management
California
$234K 23,000 -15,900 -41%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$217K 21,359 -6,600 -24%
HCM
14
Hollencrest Capital Management
California
$179K 16,213 +313 +2%
AG
15
Advisor Group
Arizona
$115K 11,300 +4,100 +57%
GJIC
16
Gamble Jones Investment Counsel
California
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$91K 9,010
RFA
18
Reilly Financial Advisors
California
$61K 6,000
WAS
19
WESPAC Advisors SoCal
California
IA
20
IFP Advisors
Florida
$27K 2,704 +18 +0.7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24K 2,376
WWM
22
Wagner Wealth Management
South Carolina
$16K 1,550
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$13K 1,249
FIA
24
FNY Investment Advisers
New York
$1K 180
GBBWRPM
25
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-4,158 Closed