PIMCO Municipal Income Fund III
PMX
PMX was delisted on the 1st of August, 2025.
34 hedge funds and large institutions have $9.3M invested in PIMCO Municipal Income Fund III in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
18% more capital invested
Capital invested by funds: $7.86M → $9.3M (+$1.43M)
17% more funds holding
Funds holding: 29 → 34 (+5)
0.49% more ownership
Funds ownership: 2.4% → 2.89% (+0.49%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$1.83M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$388K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$343K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$59.7K |
| 5 |
WRM
Westport Resources Management
Westport,
Connecticut
|
+$46.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$598K |
| 2 |
LPL Financial
San Diego,
California
|
-$192K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$110K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$74K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$41.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $19K | – | – | – |
|
|
27
Creative Planning
Overland Park,
Kansas
| $18K | -$74K | -6,809 | -80% |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| $18K | +$18.8K | +1,735 | New |
|
|
AIG
29
American International Group
New York
| $15.1K | – | – | – |
|
|
RAM
30
Riggs Asset Management
Dallas,
Pennsylvania
| $12K | +$12.1K | +1,115 | New |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $10.7K | – | – | – |
|
32
Northern Trust
Chicago,
Illinois
| $8K | – | – | – |
|
|
CCA
33
Catalyst Capital Advisors
Huntington,
New York
| $5K | +$4.89K | +450 | New |
|
|
GSC
34
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | +$1.09K | +100 | New |
|
|
FAAS
35
First Allied Advisory Services
San Diego,
California
| – | -$598K | -54,000 | Closed |
|
|
PAS
36
Partnervest Advisory Services
Santa Barbara,
California
| – | -$6K | -500 | Closed |
|
|
BRWA
37
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$4.44K | -400 | Closed |
|
PMX Hedge Fund Activity: Q3 2014 in Review
34 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2014, worth a combined $9.3M — up 18% from $7.86M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PMX positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.83M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $598K sold.
- 34 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2014, up from 29 in Q2 2014.
- Funds reported $9.3M of PIMCO Municipal Income Fund III stock for Q3 2014, up 18% quarter-over-quarter.
- 8 funds opened new PIMCO Municipal Income Fund III positions in Q3 2014 and 3 closed out, a net change of +5 holders.
- The largest PIMCO Municipal Income Fund III buyer in Q3 2014 was Cohen & Steers, an estimated $1.83M added.
- The largest PIMCO Municipal Income Fund III seller in Q3 2014 was First Allied Advisory Services, an estimated $598K sold.
Based on aggregated 13F filings for Q3 2014.