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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30 hedge funds and large institutions have $17.6M invested in PIMCO California Municipal Income Fund III in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$1.38M
2
CWP
2
Core Wealth Partners
California
$748K
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.65M
4
AAM
4
Advisors Asset Management
Colorado
$3.55M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$233K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$1.89M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
RPCA
5
Running Point Capital Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$3.55M 457,740 +47,870 +12%
GC
2
Guggenheim Capital
Illinois
$2.91M 375,446 +17,498 +5%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.65M 342,019 +66,231 +24%
UBS Group
4
UBS Group
Switzerland
$1.89M 243,228 -86,716 -26%
RCM
5
Rivernorth Capital Management
Florida
$1.38M 178,234 +178,234 New
Morgan Stanley
6
Morgan Stanley
New York
$1.16M 149,868 -27,787 -16%
CWP
7
Core Wealth Partners
California
$748K 96,446 +96,446 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$363K 46,757 +3,020 +7%
Bank of America
9
Bank of America
North Carolina
$323K 41,616 -2,001 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$315K 40,565 +24,825 +158%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$290K 37,474 +457 +1%
IP
12
Intellectus Partners
California
$259K 33,323 +6,757 +25%
IWC
13
Integrated Wealth Concepts
Massachusetts
$233K 30,000 +30,000 New
Osaic Holdings
14
Osaic Holdings
Arizona
$224K 28,891 – –
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$222K 28,587 -2,150 -7%
Cerity Partners
16
Cerity Partners
New York
$194K 25,000 +25,000 New
Wells Fargo
17
Wells Fargo
California
$174K 22,374 – –
SFS
18
Sowell Financial Services
Arkansas
$159K 20,447 -7,860 -28%
WWM
19
Western Wealth Management
Colorado
$104K 13,408 +13,408 New
TWM
20
TriaGen Wealth Management
California
$104K 13,400 – –
MWM
21
Melfa Wealth Management
Massachusetts
$81.8K 10,540 – –
Lido Advisors
22
Lido Advisors
California
$77.6K 10,000 +10,000 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$73K 9,398 – –
SPIA
24
Steward Partners Investment Advisory
New York
$42.7K 5,500 – –
BCM
25
Bourgeon Capital Management
Connecticut
$38.8K 5,000 – –
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