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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26 hedge funds and large institutions have $18.4M invested in PIMCO California Municipal Income Fund III in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
12
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.98M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$539K
4
GC
4
Guggenheim Capital
Illinois
$3.1M
5
SFS
5
Sowell Financial Services
Arkansas
$303K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
UBS Group
2
UBS Group
Switzerland
$1.63M
3
Lido Advisors
3
Lido Advisors
California
$0
4
RCM
4
Rivernorth Capital Management
Florida
$1.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$3.98M 516,330 +58,590 +13%
GC
2
Guggenheim Capital
Illinois
$3.1M 401,949 +26,503 +7%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3M 390,165 +48,146 +14%
UBS Group
4
UBS Group
Switzerland
$1.63M 211,227 -32,001 -13%
RCM
5
Rivernorth Capital Management
Florida
$1.33M 172,798 -5,436 -3%
Morgan Stanley
6
Morgan Stanley
New York
$1.11M 144,602 -5,266 -4%
CWP
7
Core Wealth Partners
California
$743K 96,446 – –
IWC
8
Integrated Wealth Concepts
Massachusetts
$539K 69,971 +39,971 +133%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$387K 50,228 +3,471 +7%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$385K 49,996 +12,522 +33%
Bank of America
11
Bank of America
North Carolina
$321K 41,635 +19 +0%
SFS
12
Sowell Financial Services
Arkansas
$303K 43,368 +22,921 +112%
IP
13
Intellectus Partners
California
$250K 32,316 -1,007 -3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$238K 30,887 +2,300 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$222K 28,891 – –
Cerity Partners
16
Cerity Partners
New York
$193K 25,000 – –
Wells Fargo
17
Wells Fargo
California
$172K 22,374 – –
WWM
18
Western Wealth Management
Colorado
$104K 13,458 +50 +0.4%
TWM
19
TriaGen Wealth Management
California
$103K 13,400 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$89K 11,548 +2,150 +23%
SPIA
21
Steward Partners Investment Advisory
New York
$87K 11,300 +5,800 +105%
MWM
22
Melfa Wealth Management
Massachusetts
$81.2K 10,540 – –
BCM
23
Bourgeon Capital Management
Connecticut
$38.5K 5,000 – –
HCM
24
Hollencrest Capital Management
California
$9.24K 1,200 – –
MWM
25
Mascoma Wealth Management
New Hampshire
$2.68K 343 – –
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