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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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40 hedge funds and large institutions have $12.8M invested in PIMCO Municipal Income Fund III in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 39 → 40 (+1)

0.21% less ownership

Funds ownership: 3.55% → 3.35% (-0.21%)

3% less capital invested

Capital invested by funds: $13.2M → $12.8M (-$332K)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$397K
2
Morgan Stanley
Morgan Stanley
New York
+$322K
3
SWM
Segment Wealth Management
Texas
+$150K
4
RCM
Robinson Capital Management
Michigan
+$137K
5
UBS Group
UBS Group
Switzerland
+$120K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$816K
2
Invesco
Invesco
Georgia
-$793K
3
DA
Doliver Advisors
Texas
-$388K
4
GC
Guggenheim Capital
Illinois
-$118K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$132K +$35 +3 +0%
MML Investors Services
27
MML Investors Services
Massachusetts
$126K -$7.65K -661 -6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$123K +$301 +26 +0.2%
ACA
29
Ackerman Capital Advisors
Texas
$122K +$121K +10,420 New
Creative Planning
30
Creative Planning
Kansas
$108K +$5.21K +450 +5%
SIM
31
Sonora Investment Management
Arizona
$55.4K – – –
GI
32
Gradient Investments
Minnesota
$47K – – –
WEC
33
Winslow Evans & Crocker
Massachusetts
$35.2K – – –
IA
34
IFP Advisors
Florida
$35K -$8.22K -711 -19%
AG
35
Advisor Group
Arizona
$24K – – –
CPIG
36
Chicago Partners Investment Group
Illinois
$23K +$23.1K +2,000 New
AIM
37
Anchor Investment Management
South Carolina
$18.2K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.6K +1,000 New
ASN
39
Advisory Services Network
Georgia
$5K – – –
PFSC
40
Peoples Financial Services Corp
Pennsylvania
$4K – – –
Invesco
41
Invesco
Georgia
– -$793K -70,206 Closed
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
– -$113K -10,000 Closed
ST
43
Somerset Trust
Pennsylvania
– -$19K -1,700 Closed
1
2

PMX Hedge Fund Activity: Q2 2017 in Review

40 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2017, worth a combined $12.8M — down 2.5% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PMX positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $397K. The largest seller was LPL Financial, cutting an estimated $816K.

  • 40 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2017, up from 39 in Q1 2017.
  • Funds reported $12.8M of PIMCO Municipal Income Fund III stock for Q2 2017, down 2.5% quarter-over-quarter.
  • 4 funds opened new PIMCO Municipal Income Fund III positions in Q2 2017 and 3 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $397K added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2017 was LPL Financial, an estimated $816K sold.

Based on aggregated 13F filings for Q2 2017.