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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 $39.4M invested in PIMCO Municipal Income Fund III in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $35.6M → $39.4M (+$3.8M)

0.61% more ownership

Funds ownership: 9.03%9.65% (+0.61%)

0% more funds holding

Funds holding: 5656 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
Holders Change %
0%
% 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
9
Increased
24
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
TrinityPoint Wealth
Connecticut
$239K +$32.9K +2,697 +16%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$235K
JWA
28
JFS Wealth Advisors
Pennsylvania
$222K
CF
29
Copperwynd Financial
Arizona
$216K +$2.73K +224 +1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$201K +$14.2K +1,162 +8%
WT
31
Washington Trust
Rhode Island
$191K
HR
32
Hardy Reed
Mississippi
$189K
LNC
33
Lincoln National Corp
Pennsylvania
$178K +$2.1K +172 +1%
NFSG
34
Newbridge Financial Services Group
Florida
$171K +$647 +53 +0.4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$167K +$37K +3,031 +29%
BRWA
36
B. Riley Wealth Advisors
Florida
$161K +$159K +13,010 New
AIC
37
Archer Investment Corporation
Indiana
$158K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$157K -$16.8K -1,375 -10%
WI
39
Wintrust Investments
Illinois
$157K +$155K +12,732 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$154K +$3.97K +325 +3%
MRCM
41
M&R Capital Management
New Jersey
$147K
GWM
42
Geneos Wealth Management
Colorado
$142K -$26.7K -2,185 -16%
FHA
43
Flagship Harbor Advisors
Massachusetts
$135K -$27.8K -2,278 -17%
Citadel Advisors
44
Citadel Advisors
Florida
$132K +$131K +10,697 New
MOS
45
MGO One Seven
Ohio
$129K
GJIC
46
Gamble Jones Investment Counsel
California
$123K +$122K +10,000 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$117K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$48K +$12.3K +1,008 +35%
SWM
49
Spire Wealth Management
Virginia
$44K +$43.8K +3,591 New
CFB
50
Cullen/Frost Bankers
Texas
$38K +$37.3K +3,053 New

PMX Hedge Fund Activity: Q1 2021 in Review

56 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2021, worth a combined $39.4M — up 11% from $35.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PMX positions and 8 closed out — a net gain of 1 holder — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $1.26M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.02M sold.

  • 56 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $39.4M of PIMCO Municipal Income Fund III stock for Q1 2021, up 11% quarter-over-quarter.
  • 9 funds opened new PIMCO Municipal Income Fund III positions in Q1 2021 and 8 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $1.26M added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2021 was Robinson Capital Management, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2021.