PZC

PIMCO California Municipal Income Fund III

Delisted

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

37 hedge funds and large institutions have $27.6M invested in PIMCO California Municipal Income Fund III in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$6.05M 970,651 +125,214 +15%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.73M 438,335 +34,644 +9%
AAM
3
Advisors Asset Management
Colorado
$2.57M 411,887 -160,395 -28%
MC
4
Matisse Capital
Oregon
$2.36M 379,553 +364,720 +2,459%
GC
5
Guggenheim Capital
Illinois
$2.32M 373,143 -38,669 -9%
UBS Group
6
UBS Group
Switzerland
$1.68M 269,448 -16,073 -6%
Morgan Stanley
7
Morgan Stanley
New York
$1.27M 203,656 -44,323 -18%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$1.22M 195,831 +195,831 New
LSC
9
Logan Stone Capital
Illinois
$960K 154,095 -37,250 -19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$672K 107,799 +29,212 +37%
LCM
11
Landscape Capital Management
New Jersey
$659K 105,812 -8,468 -7%
CWP
12
Core Wealth Partners
California
$601K 96,446
Bank of America
13
Bank of America
North Carolina
$599K 96,143 +283 +0.3%
IWC
14
Integrated Wealth Concepts
Massachusetts
$436K 69,971
Wells Fargo
15
Wells Fargo
California
$354K 56,783 +12,885 +29%
WAM
16
Wolverine Asset Management
Illinois
$353K 56,733 -112,154 -66%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$344K 55,196 +759 +1%
Raymond James Financial
18
Raymond James Financial
Florida
$336K 54,000 +4,800 +10%
IP
19
Intellectus Partners
California
$307K 49,000 +5,000 +11%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$216K 34,743 -185 -0.5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$211K 33,897 -438 -1%
AC
22
Almitas Capital
California
$203K 32,594 +9,179 +39%
WA
23
Whipplewood Advisors
Colorado
$169K 27,190 +27,190 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$157K 25,205 +25,205 New
CCG
25
Catalina Capital Group
California
$156K 25,076 +25,076 New