PIMCO Municipal Income Fund III
PMX
PMX was delisted on the 1st of August, 2025.
32 hedge funds and large institutions have $22.5M invested in PIMCO Municipal Income Fund III in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
18% more capital invested
Capital invested by funds: $19.1M → $22.5M (+$3.44M)
0.63% more ownership
Funds ownership: 5.05% → 5.68% (+0.63%)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$747K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$530K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$327K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$555K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$355K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$128K |
| 4 |
LCM
Laurion Capital Management
New York
|
-$116K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFA
26
Kelleher Financial Advisors
New York
| $89K | +$87.7K | +7,405 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $50K | – | – | – |
|
|
GI
28
Gradient Investments
Arden Hills,
Minnesota
| $49K | – | – | – |
|
|
AF
29
Allworth Financial
Folsom,
California
| $39K | – | – | – |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $36.3K | – | – | – |
|
|
ST
31
Somerset Trust
Somerset,
Pennsylvania
| $21K | -$28.8K | -2,435 | -59% |
|
|
AIM
32
Anchor Investment Management
Columbia,
South Carolina
| $18.8K | +$18.4K | +1,550 | New |
|
|
BKA
33
Brick & Kyle Associates
Newtown,
Pennsylvania
| $12K | – | – | – |
|
|
34
Ameriprise
Minneapolis,
Minnesota
| – | -$128K | -11,101 | Closed |
|
|
LCM
35
Laurion Capital Management
New York
| – | -$116K | -10,050 | Closed |
|
|
AIA
36
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$73K | -6,380 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$36K | -3,094 | Closed |
|
PMX Hedge Fund Activity: Q1 2016 in Review
32 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2016, worth a combined $22.5M — up 18% from $19.1M a quarter earlier.
Fund positioning in PMX was balanced in Q1 2016: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 5 trimmed.
The largest buyer was Robinson Capital Management, adding an estimated $1.4M. The largest seller was Cohen & Steers, cutting an estimated $555K.
- 32 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $22.5M of PIMCO Municipal Income Fund III stock for Q1 2016, up 18% quarter-over-quarter.
- 4 funds opened new PIMCO Municipal Income Fund III positions in Q1 2016 and 4 closed out, a net change of 0 holders.
- The largest PIMCO Municipal Income Fund III buyer in Q1 2016 was Robinson Capital Management, an estimated $1.4M added.
- The largest PIMCO Municipal Income Fund III seller in Q1 2016 was Cohen & Steers, an estimated $555K sold.
Based on aggregated 13F filings for Q1 2016.