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 $17.3M invested in PIMCO California Municipal Income Fund III in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$2.98M
2
RJA
2
Raymond James & Associates
Florida
$236K
3
AAM
3
Advisors Asset Management
Colorado
$3.71M
4
GC
4
Guggenheim Capital
Illinois
$2.88M
5
BI
5
Bramshill Investments
Florida
$104K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$876K
2
Cerity Partners
2
Cerity Partners
New York
$137K
3
RCM
3
Rivernorth Capital Management
Florida
$1.16M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$59K
5
SFS
5
Sowell Financial Services
Arkansas
$249K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$3.71M 541,139 +24,809 +5%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.98M 435,134 +44,969 +12%
GC
3
Guggenheim Capital
Illinois
$2.88M 420,085 +18,136 +5%
UBS Group
4
UBS Group
Switzerland
$1.44M 210,539 -688 -0.3%
RCM
5
Rivernorth Capital Management
Florida
$1.16M 169,147 -3,651 -2%
Morgan Stanley
6
Morgan Stanley
New York
$876K 127,883 -16,719 -12%
CWP
7
Core Wealth Partners
California
$661K 96,446 – –
IWC
8
Integrated Wealth Concepts
Massachusetts
$479K 69,971 – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$348K 50,796 +568 +1%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$346K 50,579 +583 +1%
Bank of America
11
Bank of America
North Carolina
$270K 39,411 -2,224 -5%
SFS
12
Sowell Financial Services
Arkansas
$249K 40,583 -2,785 -6%
RJA
13
Raymond James & Associates
Florida
$236K 34,500 +34,500 New
IP
14
Intellectus Partners
California
$222K 32,316 – –
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$212K 30,887 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$205K 29,891 +1,000 +3%
Wells Fargo
17
Wells Fargo
California
$182K 26,604 +4,230 +19%
Cerity Partners
18
Cerity Partners
New York
$137K 20,000 -5,000 -20%
BI
19
Bramshill Investments
Florida
$104K 15,120 +15,120 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$95K 13,871 +13,871 New
WWM
21
Western Wealth Management
Colorado
$92.4K 13,491 +33 +0.2%
TWM
22
TriaGen Wealth Management
California
$91.8K 13,400 – –
VF
23
Virtu Financial
New York
$78K 11,390 +11,390 New
SPIA
24
Steward Partners Investment Advisory
New York
$77.4K 11,300 – –
MWM
25
Melfa Wealth Management
Massachusetts
$72.2K 10,540 – –
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