PZC

PIMCO California Municipal Income Fund III

Delisted

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

22 hedge funds and large institutions have $8.51M invested in PIMCO California Municipal Income Fund III in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$1.97M 207,148 +4,435 +2%
WS
2
Wedbush Securities
California
$1.13M 118,217 +118,217 New
Morgan Stanley
3
Morgan Stanley
New York
$906K 95,028 -362 -0.4%
Invesco
4
Invesco
Georgia
$708K 74,285 -5,511 -7%
UBS Group
5
UBS Group
Switzerland
$629K 66,017 -16,263 -20%
DADC
6
D.A. Davidson & Co
Montana
$376K 39,452 -16,411 -29%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$356K 37,384 +8,753 +31%
LPL Financial
8
LPL Financial
California
$353K 37,054 -1,796 -5%
SWP
9
Stratos Wealth Partners
Ohio
$269K 28,271 -6,050 -18%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$263K 27,561 +27,561 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$229K 23,922
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$229K 24,028 +2,669 +12%
Bank of America
13
Bank of America
North Carolina
$216K 22,652 -20,381 -47%
Wells Fargo
14
Wells Fargo
California
$169K 17,684 -10,495 -37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$159K 16,640 +14,264 +600%
HCM
16
Hollencrest Capital Management
California
$155K 16,213
AG
17
Advisor Group
Arizona
$108K 11,338 +38 +0.3%
GJIC
18
Gamble Jones Investment Counsel
California
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$86K 9,010
RFA
20
Reilly Financial Advisors
California
$57K 6,000
WAS
21
WESPAC Advisors SoCal
California
IA
22
IFP Advisors
Florida
$14K 1,474 -1,230 -45%
WAM
23
Wolverine Asset Management
Illinois
$2K 298 +298 New
FIA
24
FNY Investment Advisers
New York
$1K 180
PAM
25
Private Asset Management
California
-23,000 Closed