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PMX

PIMCO Municipal Income Fund III
PMX

Delisted

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

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38 hedge funds and large institutions have $12.5M invested in PIMCO Municipal Income Fund III in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

34% more capital invested

Capital invested by funds: $9.3M → $12.5M (+$3.17M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

12% more funds holding

Funds holding: 34 → 38 (+4)

0.81% more ownership

Funds ownership: 2.89% → 3.69% (+0.81%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
9
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.75M
2
Bank of America
Bank of America
North Carolina
+$712K
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$159K
4
SG Americas Securities
SG Americas Securities
New York
+$120K
5
HighTower Advisors
HighTower Advisors
Illinois
+$95.8K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$652K
2
VKH
Virtu KCG Holdings
New York
-$178K
3
ICAS
Investors Capital Advisory Services
Massachusetts
-$65.5K
4
WAM
Wolverine Asset Management
Illinois
-$18K
5
LPL Financial
LPL Financial
California
-$14.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
26
Westport Resources Management
Connecticut
$48K – – –
ST
27
Somerset Trust
Pennsylvania
$46K – – –
NPC
28
National Planning Corporation
California
$41.6K +$40.7K +3,725 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$40K +$19.9K +1,824 +104%
WA
30
WFG Advisors
Texas
$21K -$3.82K -350 -16%
Creative Planning
31
Creative Planning
Kansas
$19K – – –
AIG
32
American International Group
New York
$15.7K – – –
RAM
33
Riggs Asset Management
Pennsylvania
$12K – – –
WEC
34
Winslow Evans & Crocker
Massachusetts
$11.1K – – –
BKA
35
Brick & Kyle Associates
Pennsylvania
$11K +$11.1K +1,016 New
Northern Trust
36
Northern Trust
Illinois
$9K +$63.8K +5,840 +8%
CCA
37
Catalyst Capital Advisors
New York
$2K -$2.46K -225 -50%
BRWA
38
B. Riley Wealth Advisors
Florida
$4 +$4.37K +400 New
WAM
39
Wolverine Asset Management
Illinois
– -$18K -1,735 Closed
1
2

PMX Hedge Fund Activity: Q4 2014 in Review

38 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2014, worth a combined $12.5M — up 34% from $9.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PMX positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $1.75M. The largest seller was Cohen & Steers, cutting an estimated $652K.

  • 38 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2014, up from 34 in Q3 2014.
  • Funds reported $12.5M of PIMCO Municipal Income Fund III stock for Q4 2014, up 34% quarter-over-quarter.
  • 7 funds opened new PIMCO Municipal Income Fund III positions in Q4 2014 and 1 closed out, a net change of +6 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2014 was Invesco, an estimated $1.75M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2014 was Cohen & Steers, an estimated $652K sold.

Based on aggregated 13F filings for Q4 2014.