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.

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 Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$2.74M 376,015 +63,952 +20%
GC
2
Guggenheim Capital
Illinois
$2.67M 366,328 -14,269 -4%
UBS Group
3
UBS Group
Switzerland
$2.01M 275,729 -77,542 -22%
Morgan Stanley
4
Morgan Stanley
New York
$1.79M 245,526 +1,311 +0.5%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.22M 166,832 +73,811 +79%
AWS
6
Atria Wealth Solutions
New York
$710K 96,943 +96,943 New
RCM
7
Rivernorth Capital Management
Florida
$449K 61,532 +31,224 +103%
Bank of America
8
Bank of America
North Carolina
$285K 39,065 +2,166 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$224K 30,737 – –
SFS
10
Sowell Financial Services
Arkansas
$223K 30,401 +30,401 New
Osaic Holdings
11
Osaic Holdings
Arizona
$222K 30,557 – –
Wells Fargo
12
Wells Fargo
California
$201K 27,544 -4,493 -14%
IP
13
Intellectus Partners
California
$195K 26,566 – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$154K 21,131 +1,375 +7%
GJIC
15
Gamble Jones Investment Counsel
California
$146K 20,000 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$117K 16,130 -5,873 -27%
TWM
17
TriaGen Wealth Management
California
$95K 13,000 +13,000 New
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$87K 12,057 +12,057 New
HCM
19
Hollencrest Capital Management
California
$75K 10,283 – –
RPCA
20
Running Point Capital Advisors
California
$73K 10,000 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$66K 8,998 – –
CCM
22
Covington Capital Management
California
$36K 5,000 – –
SPIA
23
Steward Partners Investment Advisory
New York
$36K 5,000 – –
BCM
24
Bourgeon Capital Management
Connecticut
$36K 5,000 – –
WWM
25
Wagner Wealth Management
South Carolina
$11K 1,550 – –
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