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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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39 hedge funds and large institutions have $13.2M invested in PIMCO Municipal Income Fund III in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

3% more funds holding

Funds holding: 38 → 39 (+1)

0.06% less ownership

Funds ownership: 3.62% → 3.55% (-0.06%)

2% less capital invested

Capital invested by funds: $13.5M → $13.2M (-$336K)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
+$557K
2
AIA
Allegis Investment Advisors
Idaho
+$292K
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$167K
4
MRCM
M&R Capital Management
New Jersey
+$138K
5
MML Investors Services
MML Investors Services
Massachusetts
+$131K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1M
2
Squarepoint
Squarepoint
New York
-$298K
3
GC
Guggenheim Capital
Illinois
-$143K
4
AG
Advisor Group
Arizona
-$115K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$127K +$34 +3 +0%
RCM
27
Robinson Capital Management
Michigan
$119K +$121K +10,560 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$118K +$264 +23 +0.2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$113K -$115K -10,000 -50%
Creative Planning
30
Creative Planning
Kansas
$99K +$11.2K +975 +12%
SIM
31
Sonora Investment Management
Arizona
$53.3K +$54.1K +4,725 New
GI
32
Gradient Investments
Minnesota
$46K – – –
IA
33
IFP Advisors
Florida
$42K +$3.56K +311 +9%
AF
34
Allworth Financial
California
$36K – – –
WEC
35
Winslow Evans & Crocker
Massachusetts
$33.9K – – –
AG
36
Advisor Group
Arizona
$24K -$115K -10,000 -83%
ST
37
Somerset Trust
Pennsylvania
$19K – – –
AIM
38
Anchor Investment Management
South Carolina
$17.5K – – –
ASN
39
Advisory Services Network
Georgia
$5K +$4.58K +400 New
PFSC
40
Peoples Financial Services Corp
Pennsylvania
$4K +$4.01K +350 New
Squarepoint
41
Squarepoint
New York
– -$298K -26,200 Closed
TWA
42
TCI Wealth Advisors
Arizona
– -$45K -4,000 Closed
BKA
43
Brick & Kyle Associates
Pennsylvania
– -$13K -1,016 Closed
NFG
44
Next Financial Group
Texas
– -$4K -343 Closed
IWA
45
IBEX Wealth Advisors
New Jersey
– -$3K -250 Closed
1
2

PMX Hedge Fund Activity: Q1 2017 in Review

39 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2017, worth a combined $13.2M — down 2.5% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMX positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $557K. The largest seller was Invesco, cutting an estimated $1M.

  • 39 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2017, up from 38 in Q4 2016.
  • Funds reported $13.2M of PIMCO Municipal Income Fund III stock for Q1 2017, down 2.5% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q1 2017 and 6 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2017 was Doliver Advisors, an estimated $557K added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2017 was Invesco, an estimated $1M sold.

Based on aggregated 13F filings for Q1 2017.