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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27 hedge funds and large institutions have $13.9M invested in PIMCO California Municipal Income Fund III in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$710K
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.22M
3
AAM
3
Advisors Asset Management
Colorado
$2.74M
4
RCM
4
Rivernorth Capital Management
Florida
$449K
5
SFS
5
Sowell Financial Services
Arkansas
$223K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.01M
2
GC
2
Guggenheim Capital
Illinois
$2.67M
3
FWM
3
Fortress Wealth Management
California
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$117K
5
Wells Fargo
5
Wells Fargo
California
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Mascoma Wealth Management
New Hampshire
$3K – – –
FIA
27
FNY Investment Advisers
New York
$2K – – –
FWM
28
Fortress Wealth Management
California
– -$83K -10,000 Closed
1
2