PZC

PIMCO California Municipal Income Fund III
PZC

Overview Fund Activity
Delisted

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

Back to rankings

28 hedge funds and large institutions have $20.5M invested in PIMCO California Municipal Income Fund III in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$669K
2
Morgan Stanley
2
Morgan Stanley
New York
$1.17M
3
GC
3
Guggenheim Capital
Illinois
$4.09M
4
Bank of America
4
Bank of America
North Carolina
$685K
5
UBS Group
5
UBS Group
Switzerland
$2.5M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$2.49M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
AAM
3
Advisors Asset Management
Colorado
$3.8M
4
Wells Fargo
4
Wells Fargo
California
$201K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$115K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.09M 545,255 +27,977 +5%
AAM
2
Advisors Asset Management
Colorado
$3.8M 506,891 -9,069 -2%
UBS Group
3
UBS Group
Switzerland
$2.5M 333,073 +20,593 +7%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.49M 331,943 -63,545 -16%
Morgan Stanley
5
Morgan Stanley
New York
$1.17M 155,998 +45,336 +41%
RCM
6
Rivernorth Capital Management
Florida
$883K 117,754 – –
LCM
7
Landscape Capital Management
New Jersey
$756K 100,858 +13,750 +16%
CWP
8
Core Wealth Partners
California
$723K 96,446 – –
Bank of America
9
Bank of America
North Carolina
$685K 91,399 +21,945 +32%
WAM
10
Wolverine Asset Management
Illinois
$669K 89,146 +57,741 +184%
IWC
11
Integrated Wealth Concepts
Massachusetts
$525K 69,971 – –
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$398K 53,105 +638 +1%
RJA
13
Raymond James & Associates
Florida
$365K 48,700 -3,061 -6%
IP
14
Intellectus Partners
California
$282K 37,500 +2,500 +7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$224K 29,885 – –
Wells Fargo
16
Wells Fargo
California
$201K 26,837 -3,982 -13%
LSC
17
Logan Stone Capital
Illinois
$201K 26,791 +15,241 +132%
Citadel Advisors
18
Citadel Advisors
Florida
$122K 16,291 +16,291 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$115K 15,380 -3,639 -19%
MWM
20
Melfa Wealth Management
Massachusetts
$79.1K 10,540 – –
WWM
21
Western Wealth Management
Colorado
$78.7K 10,491 +10,491 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$56K 7,498 – –
FFA
23
Farther Finance Advisors
California
$37.5K 5,000 +5,000 New
Osaic Holdings
24
Osaic Holdings
Arizona
$18.8K 2,500 – –
HCM
25
Hollencrest Capital Management
California
$9K 1,200 – –
1
2