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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24 hedge funds and large institutions have $12.7M invested in PIMCO California Municipal Income Fund III in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
C
1
Certuity
Florida
$941K
2
Invesco
2
Invesco
Georgia
$655K
3
DADC
3
D.A. Davidson & Co
Montana
$1.14M
4
EWF
4
Epstein & White Financial
California
$133K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.05M

Top Sellers

1
GSWM
1
Golden State Wealth Management
California
$0
2
LWAC
2
Laurel Wealth Advisors (California)
California
$0
3
GC
3
Guggenheim Capital
Illinois
$3.17M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36K
5
FIA
5
FNY Investment Advisers
New York
$4K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.17M 277,502 -2,236 -0.8%
WS
2
Wedbush Securities
California
$1.35M 118,217 +2,000 +2%
DADC
3
D.A. Davidson & Co
Montana
$1.14M 99,661 +12,358 +14%
Morgan Stanley
4
Morgan Stanley
New York
$1.05M 92,135 +8,420 +10%
UBS Group
5
UBS Group
Switzerland
$952K 83,464 +3,785 +5%
C
6
Certuity
Florida
$941K 82,479 +82,479 New
Wells Fargo
7
Wells Fargo
California
$708K 62,010 – –
Invesco
8
Invesco
Georgia
$655K 57,449 +29,568 +106%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$586K 51,434 +213 +0.4%
Bank of America
10
Bank of America
North Carolina
$458K 40,151 +4,201 +12%
LPL Financial
11
LPL Financial
California
$406K 35,600 +1,600 +5%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$272K 23,922 – –
SWP
13
Stratos Wealth Partners
Ohio
$216K 18,950 – –
HCM
14
Hollencrest Capital Management
California
$185K 16,213 – –
EWF
15
Epstein & White Financial
California
$133K 11,622 +11,622 New
GJIC
16
Gamble Jones Investment Counsel
California
$114K 10,000 – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$103K 9,011 – –
AG
18
Advisor Group
Arizona
$82K 7,200 – –
RFA
19
Reilly Financial Advisors
California
$68K 6,000 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$36K 3,126 -1,600 -34%
ETI
21
Enterprise Trust & Investment
California
$19K 1,650 – –
RIA
22
Realta Investment Advisors
Delaware
$13K 1,108 +8 +0.7%
FIA
23
FNY Investment Advisers
New York
$4K 364 -480 -57%
TRCT
24
Tower Research Capital (TRC)
New York
$4K 384 +384 New
GSWM
25
Golden State Wealth Management
California
– – -63,425 Closed
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