PZC

PIMCO California Municipal Income Fund III

Delisted

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

23 hedge funds and large institutions have $10.4M invested in PIMCO California Municipal Income Fund III in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.74M 244,906 +19,983 +9%
WS
2
Wedbush Securities
California
$1.32M 117,717 +500 +0.4%
UBS Group
3
UBS Group
Switzerland
$1.09M 97,112 -1,725 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.01M 90,436 -9,786 -10%
GSWM
5
Golden State Wealth Management
California
$701K 62,773 +688 +1%
DADC
6
D.A. Davidson & Co
Montana
$548K 49,001 -654 -1%
Wells Fargo
7
Wells Fargo
California
$441K 39,486 +21,802 +123%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$423K 37,855 +226 +0.6%
LPL Financial
9
LPL Financial
California
$386K 34,500 -800 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$268K 23,922
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$246K 22,000 +22,000 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$246K 22,000 +22,000 New
SWP
13
Stratos Wealth Partners
Ohio
$212K 18,950 -7,346 -28%
HCM
14
Hollencrest Capital Management
California
$181K 16,213
RJA
15
Raymond James & Associates
Florida
$173K 15,430 +1,933 +14%
Bank of America
16
Bank of America
North Carolina
$139K 12,450 -12,728 -51%
GJIC
17
Gamble Jones Investment Counsel
California
$112K 10,000 +10,000 New
RFA
18
Reilly Financial Advisors
California
$67K 6,000
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$35K 3,126 +750 +32%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$22K 2,010
ETI
21
Enterprise Trust & Investment
California
$18K 1,650 +1,650 New
AF
22
Allworth Financial
California
$11K 1,000 +1,000 New
FIA
23
FNY Investment Advisers
New York
$3K 324 +40 +14%
AG
24
Advisor Group
Arizona
-11,393 Closed
IP
25
Intellectus Partners
California
-7,559 Closed