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PZC

PIMCO California Municipal Income Fund III
PZC

Delisted

PZC was delisted on the 1st of August, 2025.

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29 hedge funds and large institutions have $21.1M invested in PIMCO California Municipal Income Fund III in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

21% more capital invested

Capital invested by funds: $17.4M → $21.1M (+$3.73M)

1.44% more ownership

Funds ownership: 11.33% → 12.77% (+1.4%)

6% less funds holding

Funds holding: 31 → 29 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$1.07M
2
Morgan Stanley
Morgan Stanley
New York
+$435K
3
LCM
Landscape Capital Management
New Jersey
+$420K
4
AAM
Advisors Asset Management
Colorado
+$273K
5
WAM
Wolverine Asset Management
Illinois
+$237K

Top Sellers

Rank Fund Capital Flow
1
IP
Intellectus Partners
California
-$222K
2
Cerity Partners
Cerity Partners
New York
-$137K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$95K
4
TWM
TriaGen Wealth Management
California
-$91.8K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$84.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.28M +$273K +39,533 +7%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.38M +$161K +23,368 +5%
GC
3
Guggenheim Capital
Illinois
$3.34M +$231K +33,503 +8%
UBS Group
4
UBS Group
Switzerland
$1.57M +$18.2K +2,643 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.41M +$435K +63,125 +49%
BI
6
Bramshill Investments
Florida
$1.25M +$1.07M +154,759 +1,024%
RCM
7
Rivernorth Capital Management
Florida
$1.18M -$65.5K -9,500 -6%
CWP
8
Core Wealth Partners
California
$711K – – –
IWC
9
Integrated Wealth Concepts
Massachusetts
$516K – – –
LCM
10
Landscape Capital Management
New Jersey
$449K +$420K +60,908 New
Bank of America
11
Bank of America
North Carolina
$384K +$87.2K +12,649 +32%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$378K +$4.51K +655 +1%
RJA
13
Raymond James & Associates
Florida
$357K +$96.5K +14,000 +41%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$284K -$84.8K -12,299 -24%
Wells Fargo
15
Wells Fargo
California
$260K +$59.9K +8,689 +33%
SFS
16
Sowell Financial Services
Arkansas
$256K -$17K -2,470 -6%
WAM
17
Wolverine Asset Management
Illinois
$253K +$237K +34,394 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$237K +$8.41K +1,220 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$206K -$13.8K -2,000 -7%
WWM
20
Western Wealth Management
Colorado
$99.4K – – –
IFG
21
Independent Financial Group
California
$98.6K +$641 +93 +0.7%
MWM
22
Melfa Wealth Management
Massachusetts
$77.7K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$55K -$7.58K -1,100 -13%
SWM
24
Spire Wealth Management
Virginia
$49.5K +$47.9K +6,953 New
BCM
25
Bourgeon Capital Management
Connecticut
$36.9K – – –
1
2

PZC Hedge Fund Activity: Q4 2023 in Review

29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2023, worth a combined $21.1M — up 21% from $17.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PZC and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 12 added.

The largest buyer was Bramshill Investments, adding an estimated $1.07M. The largest seller was Intellectus Partners, exiting entirely with an estimated $222K sold.

  • 29 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2023, down from 31 in Q3 2023.
  • Funds reported $21.1M of PIMCO California Municipal Income Fund III stock for Q4 2023, up 21% quarter-over-quarter.
  • 4 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2023 and 6 closed out, a net change of -2 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q4 2023 was Bramshill Investments, an estimated $1.07M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q4 2023 was Intellectus Partners, an estimated $222K sold.

Based on aggregated 13F filings for Q4 2023.