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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27 hedge funds and large institutions have $20.8M invested in PIMCO California Municipal Income Fund III in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.29M
2
AAM
2
Advisors Asset Management
Colorado
$4.97M
3
IP
3
Intellectus Partners
California
$246K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.67M
5
LPL Financial
5
LPL Financial
California
$105K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$896K
3
RCM
3
Rivernorth Capital Management
Florida
$943K
4
WAM
4
Wolverine Asset Management
Illinois
$4.55K
5
WWM
5
Western Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$4.97M 654,727 +74,055 +13%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$3.67M 483,955 +25,453 +6%
GC
3
Guggenheim Capital
Illinois
$3.39M 446,633 -6,955 -2%
UBS Group
4
UBS Group
Switzerland
$2.29M 301,616 +88,434 +41%
RCM
5
Rivernorth Capital Management
Florida
$943K 124,187 -35,460 -22%
Morgan Stanley
6
Morgan Stanley
New York
$896K 118,057 -72,951 -38%
CWP
7
Core Wealth Partners
California
$732K 96,446 – –
IWC
8
Integrated Wealth Concepts
Massachusetts
$531K 69,971 – –
LCM
9
Landscape Capital Management
New Jersey
$416K 54,796 -6,112 -10%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$393K 51,833 +599 +1%
RJA
11
Raymond James & Associates
Florida
$368K 48,500 – –
Bank of America
12
Bank of America
North Carolina
$315K 41,478 -10,582 -20%
Wells Fargo
13
Wells Fargo
California
$295K 38,888 +3,595 +10%
SFS
14
Sowell Financial Services
Arkansas
$263K 38,482 +369 +1%
IP
15
Intellectus Partners
California
$246K 32,316 +32,316 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$229K 30,166 -1,941 -6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$213K 28,036 -10,461 -27%
Osaic Holdings
18
Osaic Holdings
Arizona
$172K 22,714 -5,177 -19%
LPL Financial
19
LPL Financial
California
$105K 13,845 +13,845 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$97K 12,767 +12,767 New
MWM
21
Melfa Wealth Management
Massachusetts
$80K 10,540 – –
SWM
22
Spire Wealth Management
Virginia
$62.4K 8,222 +1,269 +18%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$57K 7,498 – –
HCM
24
Hollencrest Capital Management
California
$9.11K 1,200 – –
WAM
25
Wolverine Asset Management
Illinois
$4.55K 600 -33,794 -98%
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