PZC

PIMCO California Municipal Income Fund III
PZC

Overview Fund Activity
Delisted

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

Back to rankings

23 hedge funds and large institutions have $11.9M invested in PIMCO California Municipal Income Fund III in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWAC
1
Laurel Wealth Advisors (California)
California
$458K
2
DADC
2
D.A. Davidson & Co
Montana
$980K
3
GC
3
Guggenheim Capital
Illinois
$3.14M
4
Invesco
4
Invesco
Georgia
$313K
5
Bank of America
5
Bank of America
North Carolina
$403K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
UBS Group
3
UBS Group
Switzerland
$894K
4
RJA
4
Raymond James & Associates
Florida
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$939K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.14M 279,738 +34,832 +14%
WS
2
Wedbush Securities
California
$1.3M 116,217 -1,500 -1%
DADC
3
D.A. Davidson & Co
Montana
$980K 87,303 +38,302 +78%
Morgan Stanley
4
Morgan Stanley
New York
$939K 83,715 -6,721 -7%
UBS Group
5
UBS Group
Switzerland
$894K 79,679 -17,433 -18%
GSWM
6
Golden State Wealth Management
California
$712K 63,425 +652 +1%
Wells Fargo
7
Wells Fargo
California
$696K 62,010 +22,524 +57%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$574K 51,221 +13,366 +35%
LWAC
9
Laurel Wealth Advisors (California)
California
$458K 40,810 +40,810 New
Bank of America
10
Bank of America
North Carolina
$403K 35,950 +23,500 +189%
LPL Financial
11
LPL Financial
California
$381K 34,000 -500 -1%
Invesco
12
Invesco
Georgia
$313K 27,881 +27,881 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$268K 23,922 – –
SWP
14
Stratos Wealth Partners
Ohio
$213K 18,950 – –
HCM
15
Hollencrest Capital Management
California
$182K 16,213 – –
GJIC
16
Gamble Jones Investment Counsel
California
$112K 10,000 – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$101K 9,011 +7,001 +348%
AG
18
Advisor Group
Arizona
$81K 7,200 +7,200 New
RFA
19
Reilly Financial Advisors
California
$67K 6,000 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$53K 4,726 +1,600 +51%
ETI
21
Enterprise Trust & Investment
California
$19K 1,650 – –
RIA
22
Realta Investment Advisors
Delaware
$12K 1,100 +1,100 New
FIA
23
FNY Investment Advisers
New York
$9K 844 +520 +160%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
– – -22,000 Closed
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
– – -22,000 Closed
1
2