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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28 hedge funds and large institutions have $21M invested in PIMCO California Municipal Income Fund III in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$1.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.41M
3
LCM
3
Landscape Capital Management
New Jersey
$449K
4
AAM
4
Advisors Asset Management
Colorado
$4.28M
5
WAM
5
Wolverine Asset Management
Illinois
$253K

Top Sellers

1
IP
1
Intellectus Partners
California
$0
2
Cerity Partners
2
Cerity Partners
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
TWM
4
TriaGen Wealth Management
California
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$284K
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$4.28M 580,672 +39,533 +7%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.38M 458,502 +23,368 +5%
GC
3
Guggenheim Capital
Illinois
$3.34M 453,588 +33,503 +8%
UBS Group
4
UBS Group
Switzerland
$1.57M 213,182 +2,643 +1%
Morgan Stanley
5
Morgan Stanley
New York
$1.41M 191,008 +63,125 +49%
BI
6
Bramshill Investments
Florida
$1.25M 169,879 +154,759 +1,024%
RCM
7
Rivernorth Capital Management
Florida
$1.18M 159,647 -9,500 -6%
CWP
8
Core Wealth Partners
California
$711K 96,446 – –
IWC
9
Integrated Wealth Concepts
Massachusetts
$516K 69,971 – –
LCM
10
Landscape Capital Management
New Jersey
$449K 60,908 +60,908 New
Bank of America
11
Bank of America
North Carolina
$384K 52,060 +12,649 +32%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$378K 51,234 +655 +1%
RJA
13
Raymond James & Associates
Florida
$357K 48,500 +14,000 +41%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$284K 38,497 -12,299 -24%
Wells Fargo
15
Wells Fargo
California
$260K 35,293 +8,689 +33%
SFS
16
Sowell Financial Services
Arkansas
$256K 38,113 -2,470 -6%
WAM
17
Wolverine Asset Management
Illinois
$253K 34,394 +34,394 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$237K 32,107 +1,220 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$206K 27,891 -2,000 -7%
WWM
20
Western Wealth Management
Colorado
$99.4K 13,491 – –
MWM
21
Melfa Wealth Management
Massachusetts
$77.7K 10,540 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$55K 7,498 -1,100 -13%
SWM
23
Spire Wealth Management
Virginia
$49.5K 6,953 +6,953 New
BCM
24
Bourgeon Capital Management
Connecticut
$36.9K 5,000 – –
HCM
25
Hollencrest Capital Management
California
$8.84K 1,200 – –
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