PZC

PIMCO California Municipal Income Fund III

Delisted

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

34 hedge funds and large institutions have $24.6M 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.

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.45%
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
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$4.81M 700,259 +582,505 +495%
AAM
2
Advisors Asset Management
Colorado
$3.67M 534,209 +27,318 +5%
GC
3
Guggenheim Capital
Illinois
$3.21M 466,918 -78,337 -14%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.71M 395,179 +63,236 +19%
UBS Group
5
UBS Group
Switzerland
$2.14M 311,734 -21,339 -6%
Morgan Stanley
6
Morgan Stanley
New York
$1.56M 226,611 +70,613 +45%
WAM
7
Wolverine Asset Management
Illinois
$857K 124,818 +35,672 +40%
LSC
8
Logan Stone Capital
Illinois
$796K 115,841 +89,050 +332%
CWP
9
Core Wealth Partners
California
$663K 96,446
Bank of America
10
Bank of America
North Carolina
$572K 83,188 -8,211 -9%
IWC
11
Integrated Wealth Concepts
Massachusetts
$481K 69,971
LCM
12
Landscape Capital Management
New Jersey
$476K 69,261 -31,597 -31%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$369K 53,743 +638 +1%
Raymond James Financial
14
Raymond James Financial
Florida
$338K 49,200 +49,200 New
IP
15
Intellectus Partners
California
$304K 44,000 +6,500 +17%
Wells Fargo
16
Wells Fargo
California
$268K 38,979 +12,142 +45%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$249K 36,188 +36,188 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$205K 29,885
WS
19
Wedbush Securities
California
$142K 20,734 +20,734 New
BWG
20
Beta Wealth Group
California
$142K 20,604 +20,604 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$112K 16,338 +16,338 New
VF
22
Virtu Financial
New York
$86K 12,566 +12,566 New
CSIA
23
Conrad Siegel Investment Advisors
Pennsylvania
$79.7K 11,600 +11,600 New
MWM
24
Melfa Wealth Management
Massachusetts
$72.4K 10,540
VCWA
25
Vanguard Capital Wealth Advisors
Colorado
$68.7K 10,000 +10,000 New