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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25 hedge funds and large institutions have $12.6M invested in PIMCO California Municipal Income Fund III in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSWM
1
Golden State Wealth Management
California
$669K
2
WAM
2
Wolverine Asset Management
Illinois
$631K
3
RCM
3
Robinson Capital Management
Michigan
$322K
4
MA
4
MUFG Americas
New York
$279K
5
UBS Group
5
UBS Group
Switzerland
$1.09M

Top Sellers

1
DADC
1
D.A. Davidson & Co
Montana
$0
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
Wells Fargo
3
Wells Fargo
California
$553K
4
RIA
4
Realta Investment Advisors
Delaware
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$2.94M 301,567 +24,065 +9%
WS
2
Wedbush Securities
California
$1.15M 118,217 – –
UBS Group
3
UBS Group
Switzerland
$1.09M 111,663 +28,199 +34%
Morgan Stanley
4
Morgan Stanley
New York
$1.07M 109,664 +17,529 +19%
C
5
Certuity
Florida
$803K 82,479 – –
Invesco
6
Invesco
Georgia
$734K 75,360 +17,911 +31%
GSWM
7
Golden State Wealth Management
California
$669K 68,705 +68,705 New
WAM
8
Wolverine Asset Management
Illinois
$631K 64,860 +64,860 New
Wells Fargo
9
Wells Fargo
California
$553K 56,777 -5,233 -8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$502K 51,636 +202 +0.4%
Bank of America
11
Bank of America
North Carolina
$395K 40,533 +382 +1%
LPL Financial
12
LPL Financial
California
$347K 35,600 – –
RCM
13
Robinson Capital Management
Michigan
$322K 33,065 +33,065 New
MA
14
MUFG Americas
New York
$279K 28,620 +28,620 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$257K 26,372 +2,450 +10%
LCM
16
Landscape Capital Management
New Jersey
$172K 17,659 +17,659 New
HCM
17
Hollencrest Capital Management
California
$158K 16,213 – –
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$114K 11,672 +11,672 New
EWF
19
Epstein & White Financial
California
$113K 11,672 +50 +0.4%
GJIC
20
Gamble Jones Investment Counsel
California
$97K 10,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$89K 9,211 +9,211 New
RFA
22
Reilly Financial Advisors
California
$58K 6,000 – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$30K 3,126 – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$26K 2,649 +2,649 New
ETI
25
Enterprise Trust & Investment
California
$16K 1,650 – –
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