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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38 hedge funds and large institutions have $27.7M invested in PIMCO California Municipal Income Fund III in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$2.36M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.22M
3
RCM
3
Rivernorth Capital Management
Florida
$6.05M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.73M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$672K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.57M
2
WAM
2
Wolverine Asset Management
Illinois
$353K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.27M
4
GC
4
Guggenheim Capital
Illinois
$2.32M
5
LSC
5
Logan Stone Capital
Illinois
$960K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$155K +$108K +17,363 +232%
SFS
27
Sowell Financial Services
Arkansas
$107K -$1.1K -177 -1%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$78.1K +$78.1K +12,531 New
WS
29
Wedbush Securities
California
$75K -$54.2K -8,700 -42%
VCWA
30
Vanguard Capital Wealth Advisors
Colorado
$74.8K +$3.12K +500 +4%
HF
31
HRT Financial
New York
$74K +$74K +12,030 New
MWM
32
Melfa Wealth Management
Massachusetts
$65.7K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$55.9K – – –
GSWM
34
Golden State Wealth Management
California
$25.9K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$5.94K – – –
WT
36
Whittier Trust
California
$4.5K – – –
MWM
37
Mascoma Wealth Management
New Hampshire
$2.14K – – –
FIA
38
FNY Investment Advisers
New York
$1K – – –
VF
39
Virtu Financial
New York
– -$114K -17,555 Closed
CSIA
40
Conrad Siegel Investment Advisors
Pennsylvania
– -$75.6K -11,600 Closed
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