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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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59 hedge funds and large institutions have $36.4M invested in PIMCO Municipal Income Fund III in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

7% more capital invested

Capital invested by funds: $34M → $36.4M (+$2.39M)

1.81% more ownership

Funds ownership: 9.87% → 11.68% (+1.8%)

3% less funds holding

Funds holding: 61 → 59 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWG
Beta Wealth Group
California
+$4.01M
2
UBS Group
UBS Group
Switzerland
+$1.45M
3
Morgan Stanley
Morgan Stanley
New York
+$668K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$556K
5
AA
ACT Advisors
North Carolina
+$333K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$743K
2
RCM
Rivernorth Capital Management
Florida
-$651K
3
GC
Guggenheim Capital
Illinois
-$526K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$451K
5
VanEck Associates
VanEck Associates
New York
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$185K -$6.24K -663 -3%
KA
27
Kercheville Advisors
Texas
$166K – – –
WAAG
28
Wealth Alliance Advisory Group
Kansas
$163K – – –
BRWA
29
B. Riley Wealth Advisors
Florida
$158K +$85 +9 +0.1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$152K – – –
LNC
31
Lincoln National Corp
Pennsylvania
$144K +$2.06K +219 +1%
WTA
32
Washington Trust Advisors
Massachusetts
$143K – – –
HR
33
Hardy Reed
Mississippi
$142K – – –
CCG
34
Ceeto Capital Group
Florida
$139K -$47K -5,000 -25%
KFP
35
KMG Fiduciary Partners
Ohio
$128K +$130K +13,872 New
WI
36
Wintrust Investments
Illinois
$117K -$66 -7 -0.1%
CAN
37
Cetera Advisor Networks
California
$116K +$254 +27 +0.2%
IA
38
IFP Advisors
Florida
$105K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$102K – – –
PAG
40
Private Advisor Group
New Jersey
$101K +$2.42K +257 +2%
Stifel Financial
41
Stifel Financial
Missouri
$98K +$5.29K +563 +6%
AP
42
Americana Partners
Texas
$96K -$14.1K -1,500 -13%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$94K -$451K -48,000 -82%
CWM
44
CCG Wealth Management
California
$94K – – –
GJIC
45
Gamble Jones Investment Counsel
California
$92K – – –
PCS
46
Personal CFO Solutions
New Jersey
$92K +$94.1K +10,000 New
GWM
47
Geneos Wealth Management
Colorado
$87K – – –
CFB
48
Cullen/Frost Bankers
Texas
$28K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$25K +$25.1K +2,665 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$16K -$44.7K -4,750 -73%
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PMX Hedge Fund Activity: Q2 2022 in Review

59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2022, worth a combined $36.4M — up 7% from $34M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PMX and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 16 added.

The largest buyer was Beta Wealth Group, opening a new position worth an estimated $4.01M. The largest seller was Bank of America, cutting an estimated $743K.

  • 59 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2022, down from 61 in Q1 2022.
  • Funds reported $36.4M of PIMCO Municipal Income Fund III stock for Q2 2022, up 7% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q2 2022 and 9 closed out, a net change of -1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2022 was Beta Wealth Group, an estimated $4.01M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2022 was Bank of America, an estimated $743K sold.

Based on aggregated 13F filings for Q2 2022.