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PZC

PIMCO California Municipal Income Fund III
PZC

Delisted

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

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35 hedge funds and large institutions have $24.7M invested in PIMCO California Municipal Income Fund III in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

21% more funds holding

Funds holding: 29 → 35 (+6)

20% more capital invested

Capital invested by funds: $20.6M → $24.7M (+$4.12M)

3.74% more ownership

Funds ownership: 12.2% → 15.94% (+3.7%)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.19M
2
LSC
Logan Stone Capital
Illinois
+$641K
3
Morgan Stanley
Morgan Stanley
New York
+$508K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$455K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$260K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$564K
2
LCM
Landscape Capital Management
New Jersey
-$227K
3
UBS Group
UBS Group
Switzerland
-$154K
4
Citadel Advisors
Citadel Advisors
Florida
-$122K
5
WWM
Western Wealth Management
Colorado
-$78.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Holdings
26
Nomura Holdings
Japan
$68.7K +$72K +10,000 New
VCWA
27
Vanguard Capital Wealth Advisors
Colorado
$68.7K +$72K +10,000 New
Osaic Holdings
28
Osaic Holdings
Arizona
$55.9K +$40.6K +5,642 +226%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$52K – – –
GSWM
30
Golden State Wealth Management
California
$28.6K +$29.9K +4,158 New
NWMP
31
Noble Wealth Management PBC
Colorado
$13.7K +$14.4K +2,000 New
JP Morgan Chase
32
JP Morgan Chase
New York
$6.55K +$6.86K +953 New
WT
33
Whittier Trust
California
$4.96K – – –
MWM
34
Mascoma Wealth Management
New Hampshire
$2.36K – – –
FIA
35
FNY Investment Advisers
New York
$2K – – –
Citadel Advisors
36
Citadel Advisors
Florida
– -$122K -16,291 Closed
WWM
37
Western Wealth Management
Colorado
– -$78.7K -10,491 Closed
FFA
38
Farther Finance Advisors
California
– -$37.5K -5,000 Closed
HCM
39
Hollencrest Capital Management
California
– -$9K -1,200 Closed
1
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PZC Hedge Fund Activity: Q4 2024 in Review

35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2024, worth a combined $24.7M — up 20% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PZC positions and 4 closed out — a net gain of 8 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.19M. The largest seller was Guggenheim Capital, cutting an estimated $564K.

  • 35 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $24.7M of PIMCO California Municipal Income Fund III stock for Q4 2024, up 20% quarter-over-quarter.
  • 12 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q4 2024 was Rivernorth Capital Management, an estimated $4.19M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q4 2024 was Guggenheim Capital, an estimated $564K sold.

Based on aggregated 13F filings for Q4 2024.