PZC

PIMCO California Municipal Income Fund III

Delisted

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

30 hedge funds and large institutions have $18.6M invested in PIMCO California Municipal Income Fund III in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.83M 457,529 +24,034 +6%
UBS Group
2
UBS Group
Switzerland
$2.91M 276,024 +52,089 +23%
Morgan Stanley
3
Morgan Stanley
New York
$1.39M 131,713 +7,461 +6%
RCM
4
Robinson Capital Management
Michigan
$1.11M 104,357 -50,802 -33%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$860K 81,547 -1,382 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$795K 75,335 +75,335 New
GSWM
7
Golden State Wealth Management
California
$751K 71,218 +236 +0.3%
AAM
8
Advisors Asset Management
Colorado
$616K 58,397 +35,228 +152%
C
9
Certuity
Florida
$528K 50,000
ACA
10
Ackerman Capital Advisors
Texas
$517K 48,974 -33,753 -41%
LPL Financial
11
LPL Financial
California
$461K 43,671
MIAN
12
Mariner Independent Advisor Network
Kansas
$387K 36,712
Bank of America
13
Bank of America
North Carolina
$381K 36,122 +14,828 +70%
Wells Fargo
14
Wells Fargo
California
$377K 35,773 -4,778 -12%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$322K 30,537
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$320K 30,419 +124 +0.4%
Osaic Holdings
17
Osaic Holdings
Arizona
$305K 28,891 -2,000 -6%
Invesco
18
Invesco
Georgia
$290K 27,479 -16,309 -37%
CAM
19
Cresset Asset Management
Illinois
$228K 21,490 +21,490 New
GJIC
20
Gamble Jones Investment Counsel
California
$211K 20,000 +10,000 +100%
SWP
21
Stratos Wealth Partners
Ohio
$204K 19,296
IP
22
Intellectus Partners
California
$190K 17,950 -1,000 -5%
HCM
23
Hollencrest Capital Management
California
$123K 11,623
EWF
24
Epstein & White Financial
California
$107K 10,152 +96 +1%
Citadel Advisors
25
Citadel Advisors
Florida
$106K 10,000 +10,000 New