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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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48 hedge funds and large institutions have $35.9M invested in PIMCO Municipal Income Fund III in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

14% more capital invested

Capital invested by funds: $31.6M → $35.9M (+$4.3M)

0.45% more ownership

Funds ownership: 9% → 9.46% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14% less funds holding

Funds holding: 56 → 48 (-8)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
48
Holders Change
-8
Holders Change %
-14.29%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
20
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.41M
2
UBS Group
UBS Group
Switzerland
+$1.15M
3
RCM
Robinson Capital Management
Michigan
+$1.14M
4
STA
Summit Trail Advisors
New York
+$574K
5
JWA
JFS Wealth Advisors
Pennsylvania
+$196K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.1M
2
WAM
Wolverine Asset Management
Illinois
-$606K
3
SIA
Sit Investment Associates
Minnesota
-$515K
4
Cohen & Steers
Cohen & Steers
New York
-$274K
5
LCM
Landscape Capital Management
New Jersey
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$207K +$196K +18,000 New
CF
27
Copperwynd Financial
Arizona
$193K +$2.43K +224 +1%
FHA
28
Flagship Harbor Advisors
Massachusetts
$185K +$49.4K +4,547 +39%
HR
29
Hardy Reed
Mississippi
$177K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$175K +$166K +15,236 New
LNC
31
Lincoln National Corp
Pennsylvania
$161K – – –
Baird Financial Group
32
Baird Financial Group
Wisconsin
$160K +$2.18K +201 +1%
MA
33
Mutual Advisors
Nebraska
$147K +$139K +12,836 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$142K -$2.62K -241 -2%
MRCM
35
M&R Capital Management
New Jersey
$137K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$127K -$7.42K -683 -6%
COLIM
37
City of London Investment Management
United Kingdom
$127K – – –
GWM
38
Geneos Wealth Management
Colorado
$126K – – –
MOS
39
MGO One Seven
Ohio
$120K – – –
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$119K +$587 +54 +0.5%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$115K +$97.8K +9,000 +900%
GI
42
Gradient Investments
Minnesota
$46K – – –
FWM
43
FSA Wealth Management
Massachusetts
$45K +$19.6K +1,800 +84%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$32K -$124K -11,404 -80%
CFGS
45
Concourse Financial Group Securities
Alabama
$22K – – –
HR
46
Howe & Rusling
New York
$18K – – –
AIM
47
Anchor Investment Management
South Carolina
$9.48K +$543 +50 +6%
PAM
48
Panagora Asset Management
Massachusetts
$4K – – –
WAM
49
Wolverine Asset Management
Illinois
– -$606K -57,071 Closed
SIA
50
Sit Investment Associates
Minnesota
– -$515K -48,464 Closed
1
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PMX Hedge Fund Activity: Q2 2020 in Review

48 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2020, worth a combined $35.9M — up 14% from $31.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PMX and 4 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 20 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.41M. The largest seller was Wells Fargo, cutting an estimated $1.1M.

  • 48 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2020, down from 56 in Q1 2020.
  • Funds reported $35.9M of PIMCO Municipal Income Fund III stock for Q2 2020, up 14% quarter-over-quarter.
  • 4 funds opened new PIMCO Municipal Income Fund III positions in Q2 2020 and 11 closed out, a net change of -7 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2020 was Guggenheim Capital, an estimated $1.41M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2020 was Wells Fargo, an estimated $1.1M sold.

Based on aggregated 13F filings for Q2 2020.