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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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62 hedge funds and large institutions have $39.1M invested in PIMCO Municipal Income Fund III in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

19% more funds holding

Funds holding: 52 → 62 (+10)

5% more capital invested

Capital invested by funds: $37.3M → $39.1M (+$1.86M)

0.25% more ownership

Funds ownership: 8.98% → 9.24% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
17
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$439K
2
Bank of America
Bank of America
North Carolina
+$435K
3
SC
SouthState Corp
Florida
+$280K
4
ACP
Aveo Capital Partners
Colorado
+$273K
5
AFG
Albion Financial Group
Utah
+$167K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$606K
2
GCP
Gill Capital Partners
Colorado
-$593K
3
STA
Summit Trail Advisors
New York
-$527K
4
WT
Washington Trust
Rhode Island
-$194K
5
CF
Copperwynd Financial
Arizona
-$187K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
26
Aveo Capital Partners
Colorado
$282K +$273K +22,099 New
JWA
27
JFS Wealth Advisors
Pennsylvania
$268K +$37.1K +3,000 +17%
KA
28
Kercheville Advisors
Texas
$230K – – –
WAAG
29
Wealth Alliance Advisory Group
Kansas
$226K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$218K +$49.4K +3,999 +31%
AP
31
Americana Partners
Texas
$215K -$33.3K -2,700 -14%
WTA
32
Washington Trust Advisors
Massachusetts
$198K +$191K +15,500 New
HR
33
Hardy Reed
Mississippi
$196K – – –
LNC
34
Lincoln National Corp
Pennsylvania
$190K +$2.17K +176 +1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$190K +$7.21K +584 +4%
STA
36
Summit Trail Advisors
New York
$184K -$527K -42,706 -75%
KFP
37
KMG Fiduciary Partners
Ohio
$177K +$33.9K +2,747 +25%
PPA
38
Parametric Portfolio Associates
Washington
$173K -$606K -49,041 -78%
AFG
39
Albion Financial Group
Utah
$172K +$167K +13,500 New
RMDI
40
R.M. Davis Inc
Maine
$168K +$162K +13,147 New
WI
41
Wintrust Investments
Illinois
$162K +$157K +12,732 New
CAN
42
Cetera Advisor Networks
California
$160K +$259 +21 +0.2%
MRCM
43
M&R Capital Management
New Jersey
$153K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$140K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$131K – – –
GJIC
46
Gamble Jones Investment Counsel
California
$128K – – –
GWM
47
Geneos Wealth Management
Colorado
$119K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$108K – – –
CFB
49
Cullen/Frost Bankers
Texas
$39K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$27K +$26.3K +2,129 New
1
2
3

PMX Hedge Fund Activity: Q4 2021 in Review

62 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2021, worth a combined $39.1M — up 5% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PMX positions and 3 closed out — a net gain of 10 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $439K. The largest seller was Parametric Portfolio Associates, cutting an estimated $606K.

  • 62 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2021, up from 52 in Q3 2021.
  • Funds reported $39.1M of PIMCO Municipal Income Fund III stock for Q4 2021, up 5% quarter-over-quarter.
  • 13 funds opened new PIMCO Municipal Income Fund III positions in Q4 2021 and 3 closed out, a net change of +10 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2021 was Cohen & Steers, an estimated $439K added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2021 was Parametric Portfolio Associates, an estimated $606K sold.

Based on aggregated 13F filings for Q4 2021.