PIMCO Municipal Income Fund III
PMX
PMX was delisted on the 1st of August, 2025.
29 hedge funds and large institutions have $7.83M invested in PIMCO Municipal Income Fund III in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.
9% more capital invested
Capital invested by funds: $7.15M → $7.83M (+$675K)
0.28% more ownership
Funds ownership: 2.13% → 2.41% (+0.28%)
3% less funds holding
Funds holding: 30 → 29 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$511K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$268K |
| 3 |
SG Americas Securities
New York
|
+$219K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$148K |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$245K |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
-$163K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$122K |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$111K |
| 5 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
-$49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Ameriprise
Minneapolis,
Minnesota
| $30K | +$22.4K | +2,189 | +274% |
|
|
ST
27
Somerset Trust
Somerset,
Pennsylvania
| $24K | +$24.9K | +2,435 | New |
|
|
AIG
28
American International Group
New York
| $14.1K | -$8.94K | -875 | -38% |
|
|
PAS
29
Partnervest Advisory Services
Santa Barbara,
California
| $5K | – | – | – |
|
|
VFS
30
VSR Financial Services
Overland Park,
Kansas
| – | -$122K | -11,719 | Closed |
|
|
PP
31
Paloma Partners
Greenwich,
Connecticut
| – | -$111K | -10,600 | Closed |
|
|
RFA
32
Reilly Financial Advisors
La Mesa,
California
| – | -$49K | -4,674 | Closed |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$33K | -3,200 | Closed |
|
34
Creative Planning
Overland Park,
Kansas
| – | -$27K | -2,614 | Closed |
|
|
WA
35
WFG Advisors
Dallas,
Texas
| – | -$11K | -1,050 | Closed |
|
|
PP
36
Palladium Partners
Norfolk,
Virginia
| – | -$7K | -666 | Closed |
|
37
Citigroup
New York
| – | -$3K | -333 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$2K | -230 | Closed |
|
PMX Hedge Fund Activity: Q4 2013 in Review
29 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2013, worth a combined $7.83M — up 9.4% from $7.15M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PMX and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.
The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $511K. The largest seller was LPL Financial, cutting an estimated $245K.
- 29 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2013, down from 30 in Q3 2013.
- Funds reported $7.83M of PIMCO Municipal Income Fund III stock for Q4 2013, up 9.4% quarter-over-quarter.
- 8 funds opened new PIMCO Municipal Income Fund III positions in Q4 2013 and 9 closed out, a net change of -1 holder.
- The largest PIMCO Municipal Income Fund III buyer in Q4 2013 was First Allied Advisory Services, an estimated $511K added.
- The largest PIMCO Municipal Income Fund III seller in Q4 2013 was LPL Financial, an estimated $245K sold.
Based on aggregated 13F filings for Q4 2013.