PZC

PIMCO California Municipal Income Fund III

Delisted

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

28 hedge funds and large institutions have $16.5M invested in PIMCO California Municipal Income Fund III in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.7M 368,119 +66,552 +22%
RCM
2
Robinson Capital Management
Michigan
$2.12M 210,017 +176,952 +535%
UBS Group
3
UBS Group
Switzerland
$1.77M 175,688 +64,025 +57%
Morgan Stanley
4
Morgan Stanley
New York
$1.25M 124,092 +14,428 +13%
WS
5
Wedbush Securities
California
$1.17M 116,217 -2,000 -2%
Invesco
6
Invesco
Georgia
$893K 88,895 +13,535 +18%
C
7
Certuity
Florida
$829K 82,479
RJFSA
8
Raymond James Financial Services Advisors
Florida
$733K 72,944 +72,944 New
GSWM
9
Golden State Wealth Management
California
$698K 69,465 +760 +1%
MA
10
MUFG Americas
New York
$429K 28,620
Bank of America
11
Bank of America
North Carolina
$407K 40,531 -2 -0%
Wells Fargo
12
Wells Fargo
California
$403K 40,111 -16,666 -29%
LPL Financial
13
LPL Financial
California
$358K 35,650 +50 +0.1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$348K 34,708 -16,928 -33%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$305K 30,372 +4,000 +15%
MIAN
16
Mariner Independent Advisor Network
Kansas
$287K 28,347 +28,347 New
IP
17
Intellectus Partners
California
$127K 12,562 +12,562 New
EWF
18
Epstein & White Financial
California
$118K 11,803 +131 +1%
HCM
19
Hollencrest Capital Management
California
$117K 11,623 -4,590 -28%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$116K 10,814 -858 -7%
GJIC
21
Gamble Jones Investment Counsel
California
$101K 10,000
CAN
22
Cetera Advisor Networks
California
$67K 6,637 +6,637 New
RFA
23
Reilly Financial Advisors
California
$60K 6,000
KC
24
Knuff & Co
California
$54K 5,400 +5,400 New
WAM
25
Wolverine Asset Management
Illinois
$32K 3,236 -61,624 -95%