PZC

PIMCO California Municipal Income Fund III

Delisted

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

24 hedge funds and large institutions have $13.9M invested in PIMCO California Municipal Income Fund III in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.14M 380,597 -57,160 -13%
UBS Group
2
UBS Group
Switzerland
$2.92M 353,271 +145,483 +70%
AAM
3
Advisors Asset Management
Colorado
$2.58M 312,063 +161,581 +107%
Morgan Stanley
4
Morgan Stanley
New York
$2.02M 244,215 +99,251 +68%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$768K 93,021 +16,249 +21%
Bank of America
6
Bank of America
North Carolina
$305K 36,899 -4,500 -11%
Wells Fargo
7
Wells Fargo
California
$264K 32,037 +8,313 +35%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$254K 30,737 +900 +3%
Osaic Holdings
9
Osaic Holdings
Arizona
$252K 30,557 +1,666 +6%
RCM
10
Rivernorth Capital Management
Florida
$250K 30,308 -11,824 -28%
IP
11
Intellectus Partners
California
$220K 26,566
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$181K 22,003 -56 -0.3%
GJIC
13
Gamble Jones Investment Counsel
California
$165K 20,000
RJFSA
14
Raymond James Financial Services Advisors
Florida
$163K 19,756 +3,639 +23%
HCM
15
Hollencrest Capital Management
California
$85K 10,283
RPCA
16
Running Point Capital Advisors
California
$83K 10,000
FWM
17
Fortress Wealth Management
California
$83K 10,000 +10,000 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$74K 8,998 +3,250 +57%
CCM
19
Covington Capital Management
California
$41K 5,000
SPIA
20
Steward Partners Investment Advisory
New York
$41K 5,000 +5,000 New
BCM
21
Bourgeon Capital Management
Connecticut
$41K 5,000 +5,000 New
WWM
22
Wagner Wealth Management
South Carolina
$13K 1,550 +1,550 New
MWM
23
Mascoma Wealth Management
New Hampshire
$3K 343 +343 New
FIA
24
FNY Investment Advisers
New York
$2K 300
ACA
25
Ackerman Capital Advisors
Texas
-86,365 Closed