PZC

PIMCO California Municipal Income Fund III

Delisted

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

27 hedge funds and large institutions have $13.9M invested in PIMCO California Municipal Income Fund III in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.91M 437,757 -32,841 -7%
UBS Group
2
UBS Group
Switzerland
$1.86M 207,788 -39,105 -16%
AAM
3
Advisors Asset Management
Colorado
$1.34M 150,482 +40,166 +36%
Morgan Stanley
4
Morgan Stanley
New York
$1.3M 144,964 -10,386 -7%
ACA
5
Ackerman Capital Advisors
Texas
$771K 86,365 +55,982 +184%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$686K 76,772 +2,151 +3%
GSWM
7
Golden State Wealth Management
California
$613K 68,596 -4,719 -6%
RCM
8
Rivernorth Capital Management
Florida
$376K 42,132 +42,132 New
Bank of America
9
Bank of America
North Carolina
$370K 41,399 -8,643 -17%
WP
10
WealthSource Partners
California
$298K 33,422 +1,065 +3%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$266K 29,837
Osaic Holdings
12
Osaic Holdings
Arizona
$258K 28,891
IP
13
Intellectus Partners
California
$238K 26,566 +10,616 +67%
Wells Fargo
14
Wells Fargo
California
$212K 23,724 -9,525 -29%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$196K 22,059 -6,051 -22%
VF
16
Virtu Financial
New York
$189K 21,201 +21,201 New
GJIC
17
Gamble Jones Investment Counsel
California
$179K 20,000
SWP
18
Stratos Wealth Partners
Ohio
$172K 19,296
RJFSA
19
Raymond James Financial Services Advisors
Florida
$144K 16,117
WAM
20
Wolverine Asset Management
Illinois
$139K 15,604 +15,604 New
HCM
21
Hollencrest Capital Management
California
$92K 10,283
RPCA
22
Running Point Capital Advisors
California
$89K 10,000 +10,000 New
Creative Planning
23
Creative Planning
Kansas
$54K 6,000 +6,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$51K 5,748
CCM
25
Covington Capital Management
California
$45K 5,000 +5,000 New