PZC

PIMCO California Municipal Income Fund III

Delisted

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

26 hedge funds and large institutions have $17.9M invested in PIMCO California Municipal Income Fund III in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.61M 488,881 +31,352 +7%
UBS Group
2
UBS Group
Switzerland
$2.75M 240,028 -35,996 -13%
Morgan Stanley
3
Morgan Stanley
New York
$1.87M 162,900 +31,187 +24%
AAM
4
Advisors Asset Management
Colorado
$973K 84,801 +26,404 +45%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$859K 74,923 -412 -0.5%
GSWM
6
Golden State Wealth Management
California
$825K 71,927 +709 +1%
MIAN
7
Mariner Independent Advisor Network
Kansas
$593K 51,712 +15,000 +41%
C
8
Certuity
Florida
$574K 50,000
LPL Financial
9
LPL Financial
California
$501K 43,671
Bank of America
10
Bank of America
North Carolina
$472K 41,165 +5,043 +14%
Wells Fargo
11
Wells Fargo
California
$382K 33,248 -2,525 -7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$350K 30,532 +113 +0.4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$345K 30,037 -500 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$331K 28,891
GJIC
15
Gamble Jones Investment Counsel
California
$229K 20,000
SWP
16
Stratos Wealth Partners
Ohio
$221K 19,296
RJFSA
17
Raymond James Financial Services Advisors
Florida
$191K 16,667 -64,880 -80%
IP
18
Intellectus Partners
California
$184K 15,950 -2,000 -11%
VF
19
Virtu Financial
New York
$137K 11,932 +11,932 New
HCM
20
Hollencrest Capital Management
California
$118K 10,283 -1,340 -12%
EWF
21
Epstein & White Financial
California
$117K 10,222 +70 +0.7%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$109K 9,469 +164 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$72K 6,275 +3,149 +101%
RFA
24
Reilly Financial Advisors
California
$69K 6,000
PO
25
Private Ocean
California
$46K 4,000