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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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68 hedge funds and large institutions have $38.7M invested in PIMCO Municipal Income Fund III in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

31% more capital invested

Capital invested by funds: $29.4M → $38.7M (+$9.25M)

6% more funds holding

Funds holding: 64 → 68 (+4)

1.93% more ownership

Funds ownership: 11.47% → 13.4% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWG
Beta Wealth Group
California
+$2.59M
2
Morgan Stanley
Morgan Stanley
New York
+$1.72M
3
UBS Group
UBS Group
Switzerland
+$646K
4
AWM
AE Wealth Management
Kansas
+$486K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$371K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$614K
2
Osaic Holdings
Osaic Holdings
Arizona
-$508K
3
GCP
Gill Capital Partners
Colorado
-$412K
4
Cohen & Steers
Cohen & Steers
New York
-$357K
5
Bank of America
Bank of America
North Carolina
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$275K +$175K +20,364 +181%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$272K +$15.4K +1,800 +6%
PGWM
28
Parisi Gray Wealth Management
New Jersey
$257K -$23.9K -2,787 -9%
TW
29
TrinityPoint Wealth
Connecticut
$243K -$87.2K -10,170 -27%
Cohen & Steers
30
Cohen & Steers
New York
$209K -$357K -41,638 -63%
AA
31
AlphaCentric Advisors
Puerto Rico
$205K +$116K +13,550 +136%
CAN
32
Cetera Advisor Networks
California
$203K +$68.4K +7,982 +52%
SC
33
SouthState Corp
Florida
$197K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$188K -$12.9K -1,500 -7%
Mariner
35
Mariner
Kansas
$157K +$154K +18,000 New
Ameriprise
36
Ameriprise
Minnesota
$151K -$22.5K -2,626 -13%
BRWA
37
B. Riley Wealth Advisors
Florida
$149K -$874 -102 -0.6%
KA
38
Kercheville Advisors
Texas
$148K -$8.57K -1,000 -6%
EE
39
EWG Elevate
California
$139K +$137K +16,008 New
LNC
40
Lincoln National Corp
Pennsylvania
$138K -$266 -31 -0.2%
WTA
41
Washington Trust Advisors
Massachusetts
$135K – – –
HR
42
Hardy Reed
Mississippi
$134K – – –
CCG
43
Ceeto Capital Group
Florida
$131K – – –
JCM
44
Janney Capital Management
Pennsylvania
$131K +$129K +15,053 New
VF
45
Virtu Financial
New York
$124K +$122K +14,218 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$122K -$4.29K -500 -3%
WI
47
Wintrust Investments
Illinois
$111K – – –
Stifel Financial
48
Stifel Financial
Missouri
$106K +$11.7K +1,366 +13%
CWM
49
CCG Wealth Management
California
$88.5K – – –
AP
50
Americana Partners
Texas
$88.4K -$3K -350 -3%
1
2
3

PMX Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2022, worth a combined $38.7M — up 31% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PMX positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Beta Wealth Group, adding an estimated $2.59M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $614K sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $38.7M of PIMCO Municipal Income Fund III stock for Q4 2022, up 31% quarter-over-quarter.
  • 12 funds opened new PIMCO Municipal Income Fund III positions in Q4 2022 and 7 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2022 was Beta Wealth Group, an estimated $2.59M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2022 was Robinson Capital Management, an estimated $614K sold.

Based on aggregated 13F filings for Q4 2022.