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PMX

PIMCO Municipal Income Fund III

Delisted

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

56 hedge funds and large institutions have $35.6M invested in PIMCO Municipal Income Fund III in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

10% more funds holding

Funds holding: 5156 (+5)

6% more capital invested

Capital invested by funds: $33.6M → $35.6M (+$2.02M)

0.08% more ownership

Funds ownership: 8.95%9.03% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$214K
CF
27
Copperwynd Financial
Arizona
$205K +$2.7K +232 +1%
TW
28
TrinityPoint Wealth
Connecticut
$205K +$194K +16,714 New
WT
29
Washington Trust
Rhode Island
$184K
HR
30
Hardy Reed
Mississippi
$183K
Baird Financial Group
31
Baird Financial Group
Wisconsin
$180K +$14.1K +1,213 +9%
GWM
32
Geneos Wealth Management
Colorado
$169K
LNC
33
Lincoln National Corp
Pennsylvania
$169K +$2.22K +191 +1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$168K -$20.9K -1,800 -11%
NFSG
35
Newbridge Financial Services Group
Florida
$164K +$756 +65 +0.5%
FHA
36
Flagship Harbor Advisors
Massachusetts
$157K -$43.9K -3,774 -22%
WEC
37
Winslow Evans & Crocker
Massachusetts
$155K -$102K -8,800 -40%
AIC
38
Archer Investment Corporation
Indiana
$152K +$149K +12,818 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$145K +$10K +863 +8%
MRCM
40
M&R Capital Management
New Jersey
$142K
COLIM
41
City of London Investment Management
United Kingdom
$132K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$129K +$674 +58 +0.5%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$125K
MOS
44
MGO One Seven
Ohio
$125K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$112K +$40.7K +3,500 +58%
AF
46
Advisornet Financial
Minnesota
$97K +$95.3K +8,200 New
FWM
47
FSA Wealth Management
Massachusetts
$47K +$45.9K +3,950 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$34K +$418 +36 +1%
SSC
49
Syverson Strege & Co
Iowa
$24K +$23.2K +1,993 New
CFGS
50
Concourse Financial Group Securities
Alabama
$23K

PMX Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2020, worth a combined $35.6M — up 6% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PMX positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $956K. The largest seller was Robinson Capital Management, cutting an estimated $1.27M.

  • 56 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2020, up from 51 in Q3 2020.
  • Funds reported $35.6M of PIMCO Municipal Income Fund III stock for Q4 2020, up 6% quarter-over-quarter.
  • 10 funds opened new PIMCO Municipal Income Fund III positions in Q4 2020 and 5 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2020 was Guggenheim Capital, an estimated $956K added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2020 was Robinson Capital Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2020.