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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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35 hedge funds and large institutions have $24.7M invested in PIMCO California Municipal Income Fund III in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

21% more funds holding

Funds holding: 29 → 35 (+6)

20% more capital invested

Capital invested by funds: $20.6M → $24.7M (+$4.12M)

3.74% more ownership

Funds ownership: 12.2% → 15.94% (+3.7%)

Holders
35
Holders Change
+6
Holders Change %
+20.69%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.19M
2
LSC
Logan Stone Capital
Illinois
+$641K
3
Morgan Stanley
Morgan Stanley
New York
+$508K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$455K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$260K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$564K
2
LCM
Landscape Capital Management
New Jersey
-$227K
3
UBS Group
UBS Group
Switzerland
-$154K
4
Citadel Advisors
Citadel Advisors
Florida
-$122K
5
WWM
Western Wealth Management
Colorado
-$78.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$4.81M +$4.19M +582,505 +495%
AAM
2
Advisors Asset Management
Colorado
$3.67M +$197K +27,318 +5%
GC
3
Guggenheim Capital
Illinois
$3.21M -$564K -78,337 -14%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.71M +$455K +63,236 +19%
UBS Group
5
UBS Group
Switzerland
$2.14M -$154K -21,339 -6%
Morgan Stanley
6
Morgan Stanley
New York
$1.56M +$508K +70,613 +45%
WAM
7
Wolverine Asset Management
Illinois
$857K +$257K +35,672 +40%
LSC
8
Logan Stone Capital
Illinois
$796K +$641K +89,050 +332%
CWP
9
Core Wealth Partners
California
$663K – – –
Bank of America
10
Bank of America
North Carolina
$572K -$59.1K -8,211 -9%
IWC
11
Integrated Wealth Concepts
Massachusetts
$481K – – –
LCM
12
Landscape Capital Management
New Jersey
$476K -$227K -31,597 -31%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$369K +$4.59K +638 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$338K +$354K +49,200 New
IP
15
Intellectus Partners
California
$304K +$46.8K +6,500 +17%
Wells Fargo
16
Wells Fargo
California
$268K +$87.4K +12,142 +45%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$249K +$260K +36,188 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$205K – – –
WS
19
Wedbush Securities
California
$142K +$149K +20,734 New
BWG
20
Beta Wealth Group
California
$142K +$148K +20,604 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$112K +$118K +16,338 New
VF
22
Virtu Financial
New York
$86K +$90.4K +12,566 New
CSIA
23
Conrad Siegel Investment Advisors
Pennsylvania
$79.7K +$83.5K +11,600 New
IFG
24
Independent Financial Group
California
$74.9K – – –
MWM
25
Melfa Wealth Management
Massachusetts
$72.4K – – –
1
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PZC Hedge Fund Activity: Q4 2024 in Review

35 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2024, worth a combined $24.7M — up 20% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PZC positions and 4 closed out — a net gain of 8 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.19M. The largest seller was Guggenheim Capital, cutting an estimated $564K.

  • 35 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2024, up from 29 in Q3 2024.
  • Funds reported $24.7M of PIMCO California Municipal Income Fund III stock for Q4 2024, up 20% quarter-over-quarter.
  • 12 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest PIMCO California Municipal Income Fund III buyer in Q4 2024 was Rivernorth Capital Management, an estimated $4.19M added.
  • The largest PIMCO California Municipal Income Fund III seller in Q4 2024 was Guggenheim Capital, an estimated $564K sold.

Based on aggregated 13F filings for Q4 2024.