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 $17M invested in PIMCO California Municipal Income Fund III in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$2.3M
2
UBS Group
2
UBS Group
Switzerland
$2.76M
3
AAM
3
Advisors Asset Management
Colorado
$3.42M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$309K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$365K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.48M
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
HCM
3
Hollencrest Capital Management
California
$10K
4
GC
4
Guggenheim Capital
Illinois
$2.99M
5
Wells Fargo
5
Wells Fargo
California
$187K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$3.42M 409,870 +33,855 +9%
GC
2
Guggenheim Capital
Illinois
$2.99M 357,948 -8,380 -2%
UBS Group
3
UBS Group
Switzerland
$2.76M 329,944 +54,215 +20%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.3M 275,788 +108,956 +65%
Morgan Stanley
5
Morgan Stanley
New York
$1.48M 177,655 -67,871 -28%
AWS
6
Atria Wealth Solutions
New York
$808K 96,943 – –
RJFSA
7
Raymond James Financial Services Advisors
Florida
$365K 43,737 +22,606 +107%
Bank of America
8
Bank of America
North Carolina
$364K 43,617 +4,552 +12%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$309K 37,017 +24,960 +207%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$257K 30,737 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$241K 28,891 -1,666 -5%
SFS
12
Sowell Financial Services
Arkansas
$237K 28,307 -2,094 -7%
IP
13
Intellectus Partners
California
$223K 26,566 – –
Wells Fargo
14
Wells Fargo
California
$187K 22,374 -5,170 -19%
GJIC
15
Gamble Jones Investment Counsel
California
$167K 20,000 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$151K 18,138 +2,008 +12%
Citadel Advisors
17
Citadel Advisors
Florida
$135K 16,174 +16,174 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$131K 15,740 +15,740 New
TWM
19
TriaGen Wealth Management
California
$112K 13,400 +400 +3%
MWM
20
Melfa Wealth Management
Massachusetts
$88K 10,540 +10,540 New
RPCA
21
Running Point Capital Advisors
California
$83.5K 10,000 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$78K 9,398 +400 +4%
SPIA
23
Steward Partners Investment Advisory
New York
$45.9K 5,500 +500 +10%
BCM
24
Bourgeon Capital Management
Connecticut
$41.8K 5,000 – –
HCM
25
Hollencrest Capital Management
California
$10K 1,200 -9,083 -88%
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