PZC

PIMCO California Municipal Income Fund III

Delisted

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

25 hedge funds and large institutions have $18.7M invested in PIMCO California Municipal Income Fund III in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Guggenheim Capital
Illinois
$3.71M 517,278 +70,645 +16%
AAM
2
Advisors Asset Management
Colorado
$3.7M 515,960 -138,767 -21%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$2.84M 395,488 -88,467 -18%
UBS Group
4
UBS Group
Switzerland
$2.24M 312,480 +10,864 +4%
RCM
5
Rivernorth Capital Management
Florida
$845K 117,754 -6,433 -5%
Morgan Stanley
6
Morgan Stanley
New York
$795K 110,662 -7,395 -6%
CWP
7
Core Wealth Partners
California
$692K 96,446
LCM
8
Landscape Capital Management
New Jersey
$625K 87,108 +32,312 +59%
IWC
9
Integrated Wealth Concepts
Massachusetts
$502K 69,971
Bank of America
10
Bank of America
North Carolina
$499K 69,454 +27,976 +67%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$377K 52,467 +634 +1%
RJA
12
Raymond James & Associates
Florida
$372K 51,761 +3,261 +7%
IP
13
Intellectus Partners
California
$252K 35,000 +2,684 +8%
WAM
14
Wolverine Asset Management
Illinois
$225K 31,405 +30,805 +5,134%
SFS
15
Sowell Financial Services
Arkansas
$224K 33,965 -4,517 -12%
Wells Fargo
16
Wells Fargo
California
$221K 30,819 -8,069 -21%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$215K 29,885 -281 -0.9%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$137K 19,019 -9,017 -32%
LSC
19
Logan Stone Capital
Illinois
$82.9K 11,550 +11,550 New
MWM
20
Melfa Wealth Management
Massachusetts
$75.7K 10,540
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54K 7,498
Osaic Holdings
22
Osaic Holdings
Arizona
$18K 2,500 -20,214 -89%
Bessemer Group
23
Bessemer Group
New Jersey
$17K 2,400 +2,400 New
HCM
24
Hollencrest Capital Management
California
$8.62K 1,200
MWM
25
Mascoma Wealth Management
New Hampshire
$2.46K 343