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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27 hedge funds and large institutions have $15.8M invested in PIMCO California Municipal Income Fund III in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$4.47M
2
WTC
2
WhitTier Trust Company
Nevada
$362K
3
UBS Group
3
UBS Group
Switzerland
$2.16M
4
JWCA
4
J.W. Cole Advisors
Florida
$170K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$89K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
Bank of America
3
Bank of America
North Carolina
$227K
4
WS
4
Wedbush Securities
California
$1.04M
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.47M 420,006 +51,887 +14%
UBS Group
2
UBS Group
Switzerland
$2.16M 202,688 +27,000 +15%
Morgan Stanley
3
Morgan Stanley
New York
$1.36M 127,945 +3,853 +3%
WS
4
Wedbush Securities
California
$1.04M 97,243 -18,974 -16%
Invesco
5
Invesco
Georgia
$921K 86,584 -2,311 -3%
C
6
Certuity
Florida
$878K 82,479 – –
RJFSA
7
Raymond James Financial Services Advisors
Florida
$864K 81,213 +8,269 +11%
GSWM
8
Golden State Wealth Management
California
$747K 70,179 +714 +1%
Wells Fargo
9
Wells Fargo
California
$424K 39,838 -273 -0.7%
LPL Financial
10
LPL Financial
California
$379K 35,661 +11 +0%
WTC
11
WhitTier Trust Company
Nevada
$362K 34,000 +34,000 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$332K 31,187 +815 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$330K 31,075 -3,633 -10%
MA
14
MUFG Americas
New York
$305K 28,620 – –
Bank of America
15
Bank of America
North Carolina
$227K 21,294 -19,237 -47%
JWCA
16
J.W. Cole Advisors
Florida
$170K 16,000 +16,000 New
EWF
17
Epstein & White Financial
California
$126K 11,935 +132 +1%
HCM
18
Hollencrest Capital Management
California
$124K 11,623 – –
IP
19
Intellectus Partners
California
$107K 10,042 -2,520 -20%
GJIC
20
Gamble Jones Investment Counsel
California
$106K 10,000 – –
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$89K 8,288 +8,288 New
RFA
22
Reilly Financial Advisors
California
$64K 6,000 – –
CPW
23
Catalyst Private Wealth
California
$59K 5,503 +5,503 New
KC
24
Knuff & Co
California
$57K 5,400 – –
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$51K 5,099 -5,715 -53%
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