PZC

PIMCO California Municipal Income Fund III
PZC

Overview Fund Activity
Delisted

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

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38 hedge funds and large institutions have $27.7M invested in PIMCO California Municipal Income Fund III in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$2.36M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$1.22M
3
RCM
3
Rivernorth Capital Management
Florida
$6.05M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.73M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$672K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.57M
2
WAM
2
Wolverine Asset Management
Illinois
$353K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.27M
4
GC
4
Guggenheim Capital
Illinois
$2.32M
5
LSC
5
Logan Stone Capital
Illinois
$960K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$6.05M +$780K +125,214 +15%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.73M +$216K +34,644 +9%
AAM
3
Advisors Asset Management
Colorado
$2.57M -$999K -160,395 -28%
MC
4
Matisse Capital
Oregon
$2.36M +$2.27M +364,720 +2,459%
GC
5
Guggenheim Capital
Illinois
$2.32M -$241K -38,669 -9%
UBS Group
6
UBS Group
Switzerland
$1.68M -$100K -16,073 -6%
Morgan Stanley
7
Morgan Stanley
New York
$1.27M -$276K -44,323 -18%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$1.22M +$1.22M +195,831 New
LSC
9
Logan Stone Capital
Illinois
$960K -$232K -37,250 -19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$672K +$182K +29,212 +37%
LCM
11
Landscape Capital Management
New Jersey
$659K -$52.8K -8,468 -7%
CWP
12
Core Wealth Partners
California
$601K – – –
Bank of America
13
Bank of America
North Carolina
$599K +$1.76K +283 +0.3%
IWC
14
Integrated Wealth Concepts
Massachusetts
$436K – – –
Wells Fargo
15
Wells Fargo
California
$354K +$80.3K +12,885 +29%
WAM
16
Wolverine Asset Management
Illinois
$353K -$699K -112,154 -66%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$344K +$4.73K +759 +1%
Raymond James Financial
18
Raymond James Financial
Florida
$336K +$29.9K +4,800 +10%
IP
19
Intellectus Partners
California
$307K +$31.3K +5,000 +11%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$216K -$1.15K -185 -0.5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$211K -$2.73K -438 -1%
AC
22
Almitas Capital
California
$203K +$57.2K +9,179 +39%
WA
23
Whipplewood Advisors
Colorado
$169K +$169K +27,190 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$157K +$157K +25,205 New
CCG
25
Catalina Capital Group
California
$156K +$156K +25,076 New
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