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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26 hedge funds and large institutions have $16.7M invested in PIMCO California Municipal Income Fund III in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WP
1
WealthSource Partners
California
$359K
2
AAM
2
Advisors Asset Management
Colorado
$1.23M
3
ACA
3
Ackerman Capital Advisors
Texas
$337K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$128K
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$34K

Top Sellers

1
C
1
Certuity
Florida
$0
2
GC
2
Guggenheim Capital
Illinois
$5.22M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$300K
4
LPL Financial
4
LPL Financial
California
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.22M 470,598 -36,274 -7%
UBS Group
2
UBS Group
Switzerland
$2.74M 246,893 -1,350 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$1.72M 155,350 -9,961 -6%
AAM
4
Advisors Asset Management
Colorado
$1.23M 110,316 +27,280 +33%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$828K 74,621 +139 +0.2%
GSWM
6
Golden State Wealth Management
California
$814K 73,315 +714 +1%
Bank of America
7
Bank of America
North Carolina
$555K 50,042 -1,701 -3%
Wells Fargo
8
Wells Fargo
California
$370K 33,249 +1 +0%
WP
9
WealthSource Partners
California
$359K 32,357 +32,357 New
ACA
10
Ackerman Capital Advisors
Texas
$337K 30,383 +16,576 +120%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$331K 29,837 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$321K 28,891 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$312K 28,110 -2,495 -8%
MIAN
14
Mariner Independent Advisor Network
Kansas
$300K 27,412 -20,812 -43%
GJIC
15
Gamble Jones Investment Counsel
California
$222K 20,000 – –
SWP
16
Stratos Wealth Partners
Ohio
$214K 19,296 – –
RJFSA
17
Raymond James Financial Services Advisors
Florida
$179K 16,117 – –
IP
18
Intellectus Partners
California
$178K 15,950 – –
HighTower Advisors
19
HighTower Advisors
Illinois
$128K 11,500 +11,500 New
HCM
20
Hollencrest Capital Management
California
$114K 10,283 – –
RFA
21
Reilly Financial Advisors
California
$67K 6,000 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$64K 5,748 +2,798 +95%
PO
23
Private Ocean
California
$44K 4,000 – –
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$34K 3,061 +3,061 New
WWM
25
Wagner Wealth Management
South Carolina
$17K 1,550 – –
1
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