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PMX

PIMCO Municipal Income Fund III

Delisted

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

52 hedge funds and large institutions have $39.7M invested in PIMCO Municipal Income Fund III in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

1% more capital invested

Capital invested by funds: $39.4M → $39.7M (+$248K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.49% less ownership

Funds ownership: 9.65%9.16% (-0.49%)

7% less funds holding

Funds holding: 5652 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
18
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$240K +$26K +2,078 +13%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$235K -$12.5K -1,000 -5%
JWA
28
JFS Wealth Advisors
Pennsylvania
$235K
WAAG
29
Wealth Alliance Advisory Group
Kansas
$231K -$78.5K -6,287 -26%
WT
30
Washington Trust
Rhode Island
$203K
HR
31
Hardy Reed
Mississippi
$201K
CF
32
Copperwynd Financial
Arizona
$193K -$33.9K -2,711 -16%
NFSG
33
Newbridge Financial Services Group
Florida
$193K +$10.7K +856 +6%
LNC
34
Lincoln National Corp
Pennsylvania
$191K +$2.11K +169 +1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$175K +$11.3K +902 +7%
BRWA
36
B. Riley Wealth Advisors
Florida
$171K +$575 +46 +0.4%
WI
37
Wintrust Investments
Illinois
$166K
CAN
38
Cetera Advisor Networks
California
$163K +$156K +12,502 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$160K -$16.6K -1,331 -10%
MRCM
40
M&R Capital Management
New Jersey
$156K
MOS
41
MGO One Seven
Ohio
$137K
GJIC
42
Gamble Jones Investment Counsel
California
$131K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$124K
GWM
44
Geneos Wealth Management
Colorado
$122K -$27.3K -2,185 -19%
CFB
45
Cullen/Frost Bankers
Texas
$40K
CFGS
46
Concourse Financial Group Securities
Alabama
$25K
BFEC
47
Benjamin F. Edwards & Company
Missouri
$22K -$28.1K -2,250 -58%
HR
48
Howe & Rusling
New York
$20K
AIM
49
Anchor Investment Management
South Carolina
$10.1K
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$3K

PMX Hedge Fund Activity: Q2 2021 in Review

52 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2021, worth a combined $39.7M — up 0.63% from $39.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PMX and 3 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was Guggenheim Capital, adding an estimated $1.26M. The largest seller was UBS Group, cutting an estimated $2.3M.

  • 52 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2021, down from 56 in Q1 2021.
  • Funds reported $39.7M of PIMCO Municipal Income Fund III stock for Q2 2021, up 0.63% quarter-over-quarter.
  • 3 funds opened new PIMCO Municipal Income Fund III positions in Q2 2021 and 7 closed out, a net change of -4 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2021 was Guggenheim Capital, an estimated $1.26M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2021 was UBS Group, an estimated $2.3M sold.

Based on aggregated 13F filings for Q2 2021.