PZC

PIMCO California Municipal Income Fund III

Delisted

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

26 hedge funds and large institutions have $17.1M invested in PIMCO California Municipal Income Fund III in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.58M 506,872 +17,991 +4%
UBS Group
2
UBS Group
Switzerland
$2.73M 248,243 +8,215 +3%
Morgan Stanley
3
Morgan Stanley
New York
$1.82M 165,311 +2,411 +1%
AAM
4
Advisors Asset Management
Colorado
$914K 83,036 -1,765 -2%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$820K 74,482 -441 -0.6%
GSWM
6
Golden State Wealth Management
California
$799K 72,601 +674 +0.9%
Bank of America
7
Bank of America
North Carolina
$570K 51,743 +10,578 +26%
C
8
Certuity
Florida
$551K 50,000
MIAN
9
Mariner Independent Advisor Network
Kansas
$531K 48,224 -3,488 -7%
Wells Fargo
10
Wells Fargo
California
$366K 33,248
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$336K 30,605 +73 +0.2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$329K 29,837 -200 -0.7%
Osaic Holdings
13
Osaic Holdings
Arizona
$318K 28,891
GJIC
14
Gamble Jones Investment Counsel
California
$220K 20,000
SWP
15
Stratos Wealth Partners
Ohio
$212K 19,296
RJFSA
16
Raymond James Financial Services Advisors
Florida
$177K 16,117 -550 -3%
IP
17
Intellectus Partners
California
$176K 15,950
ACA
18
Ackerman Capital Advisors
Texas
$152K 13,807 +13,807 New
LPL Financial
19
LPL Financial
California
$134K 12,171 -31,500 -72%
HCM
20
Hollencrest Capital Management
California
$113K 10,283
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$113K 10,252 +10,252 New
RFA
22
Reilly Financial Advisors
California
$66K 6,000
PO
23
Private Ocean
California
$44K 4,000
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$32K 2,950 -3,325 -53%
WWM
25
Wagner Wealth Management
South Carolina
$17K 1,550