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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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52 hedge funds and large institutions have $37.3M invested in PIMCO Municipal Income Fund III in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding

Funds holding: 52 → 52 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 9.16% → 8.98% (-0.17%)

6% less capital invested

Capital invested by funds: $39.7M → $37.3M (-$2.38M)

Holders
52
Holders Change
–
Holders Change %
0%
% 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
5
Increased
20
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$453K
2
AP
Americana Partners
Texas
+$253K
3
MML Investors Services
MML Investors Services
Massachusetts
+$206K
4
KFP
KMG Fiduciary Partners
Ohio
+$144K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$130K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$480K
2
STA
Summit Trail Advisors
New York
-$383K
3
NFSG
Newbridge Financial Services Group
Florida
-$193K
4
WI
Wintrust Investments
Illinois
-$166K
5
Osaic Holdings
Osaic Holdings
Arizona
-$144K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Kercheville Advisors
Texas
$225K -$130K -10,100 -36%
JWA
27
JFS Wealth Advisors
Pennsylvania
$225K – – –
WAAG
28
Wealth Alliance Advisory Group
Kansas
$222K – – –
WT
29
Washington Trust
Rhode Island
$194K – – –
HR
30
Hardy Reed
Mississippi
$192K – – –
CF
31
Copperwynd Financial
Arizona
$187K +$1.91K +148 +1%
LNC
32
Lincoln National Corp
Pennsylvania
$185K +$2.1K +163 +1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$179K +$11.4K +881 +7%
BRWA
34
B. Riley Wealth Advisors
Florida
$164K +$26 +2 +0%
CAN
35
Cetera Advisor Networks
California
$157K +$90 +7 +0.1%
MRCM
36
M&R Capital Management
New Jersey
$150K – – –
KFP
37
KMG Fiduciary Partners
Ohio
$139K +$144K +11,125 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$138K -$90.3K -7,000 -39%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$128K -$25.8K -2,000 -16%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$126K +$130K +10,052 New
GJIC
41
Gamble Jones Investment Counsel
California
$125K – – –
GWM
42
Geneos Wealth Management
Colorado
$117K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$106K -$12.9K -1,000 -11%
CFB
44
Cullen/Frost Bankers
Texas
$38K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$24K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$21K +$245 +19 +1%
HR
47
Howe & Rusling
New York
$19K – – –
HI
48
Harbour Investments
Wisconsin
$13K +$13K +1,005 New
AIM
49
Anchor Investment Management
South Carolina
$9.7K – – –
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$4.04K +$4.17K +323 New
1
2
3

PMX Hedge Fund Activity: Q3 2021 in Review

52 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2021, worth a combined $37.3M — down 6% from $39.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PMX positions and 4 closed out — a net gain of 1 holder — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $453K. The largest seller was Parametric Portfolio Associates, cutting an estimated $480K.

  • 52 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $37.3M of PIMCO Municipal Income Fund III stock for Q3 2021, down 6% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund III positions in Q3 2021 and 4 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2021 was Guggenheim Capital, an estimated $453K added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2021 was Parametric Portfolio Associates, an estimated $480K sold.

Based on aggregated 13F filings for Q3 2021.