PZC

PIMCO California Municipal Income Fund III

Delisted

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

35 hedge funds and large institutions have $26M invested in PIMCO California Municipal Income Fund III in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$5.51M 845,437 +145,178 +21%
AAM
2
Advisors Asset Management
Colorado
$3.73M 572,282 +38,073 +7%
GC
3
Guggenheim Capital
Illinois
$2.69M 411,812 -55,106 -12%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.63M 403,691 +8,512 +2%
UBS Group
5
UBS Group
Switzerland
$1.86M 285,521 -26,213 -8%
Morgan Stanley
6
Morgan Stanley
New York
$1.62M 247,979 +21,368 +9%
LSC
7
Logan Stone Capital
Illinois
$1.25M 191,345 +75,504 +65%
WAM
8
Wolverine Asset Management
Illinois
$1.1M 168,887 +44,069 +35%
LCM
9
Landscape Capital Management
New Jersey
$745K 114,280 +45,019 +65%
CWP
10
Core Wealth Partners
California
$629K 96,446
Bank of America
11
Bank of America
North Carolina
$625K 95,860 +12,672 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$512K 78,587 +42,399 +117%
IWC
13
Integrated Wealth Concepts
Massachusetts
$456K 69,971
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$355K 54,437 +694 +1%
Raymond James Financial
15
Raymond James Financial
Florida
$321K 49,200
IP
16
Intellectus Partners
California
$288K 44,000
Wells Fargo
17
Wells Fargo
California
$286K 43,898 +4,919 +13%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$228K 34,928 +34,928 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$224K 34,335 +4,450 +15%
AC
20
Almitas Capital
California
$153K 23,415 +23,415 New
WS
21
Wedbush Securities
California
$135K 20,734
VF
22
Virtu Financial
New York
$114K 17,555 +4,989 +40%
SFS
23
Sowell Financial Services
Arkansas
$113K 17,381 +17,381 New
MC
24
Matisse Capital
Oregon
$96.7K 14,833 +14,833 New
CSIA
25
Conrad Siegel Investment Advisors
Pennsylvania
$75.6K 11,600