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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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70 hedge funds and large institutions have $39.2M invested in PIMCO Municipal Income Fund III in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 68 → 70 (+2)

1% more capital invested

Capital invested by funds: $38.7M → $39.2M (+$477K)

0.87% more ownership

Funds ownership: 13.4% → 14.27% (+0.87%)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.37M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$961K
3
PAS
Park Avenue Securities
New York
+$915K
4
Morgan Stanley
Morgan Stanley
New York
+$648K
5
Mariner
Mariner
Kansas
+$376K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.2M
2
BWG
Beta Wealth Group
California
-$541K
3
AWM
AE Wealth Management
Kansas
-$494K
4
Osaic Holdings
Osaic Holdings
Arizona
-$251K
5
TW
TrinityPoint Wealth
Connecticut
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$293K +$33.5K +4,064 +13%
CBC
27
Coombe, Bender & Co
New York
$291K +$3.39K +411 +1%
PVM
28
Palogic Value Management
Texas
$274K – – –
RJA
29
Raymond James & Associates
Florida
$274K +$10.8K +1,316 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$267K -$20.9K -2,537 -7%
PGWM
31
Parisi Gray Wealth Management
New Jersey
$233K -$12.7K -1,539 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$217K +$100K +12,150 +87%
IWM
33
IHT Wealth Management
Illinois
$210K +$208K +25,228 New
HighTower Advisors
34
HighTower Advisors
Illinois
$186K +$8.24K +1,000 +5%
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$169K +$292K +35,397 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$153K +$151K +18,374 New
Ameriprise
37
Ameriprise
Minnesota
$144K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$142K – – –
KA
39
Kercheville Advisors
Texas
$141K – – –
CAN
40
Cetera Advisor Networks
California
$137K -$56.2K -6,820 -29%
LNC
41
Lincoln National Corp
Pennsylvania
$136K +$4.24K +514 +3%
EE
42
EWG Elevate
California
$133K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$133K +$132K +16,000 New
WTA
44
Washington Trust Advisors
Massachusetts
$129K – – –
HR
45
Hardy Reed
Mississippi
$128K – – –
Stifel Financial
46
Stifel Financial
Missouri
$127K +$25.5K +3,095 +25%
CCG
47
Ceeto Capital Group
Florida
$125K – – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$120K +$114K +13,800 +1,840%
WAM
49
Wolverine Asset Management
Illinois
$112K +$111K +13,455 New
PAG
50
Private Advisor Group
New Jersey
$109K +$676 +82 +0.6%
1
2
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PMX Hedge Fund Activity: Q1 2023 in Review

70 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2023, worth a combined $39.2M — up 1.2% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMX positions and 11 closed out — a net gain of 3 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.37M. The largest seller was UBS Group, cutting an estimated $4.2M.

  • 70 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2023, up from 68 in Q4 2022.
  • Funds reported $39.2M of PIMCO Municipal Income Fund III stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 14 funds opened new PIMCO Municipal Income Fund III positions in Q1 2023 and 11 closed out, a net change of +3 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2023 was Rivernorth Capital Management, an estimated $4.37M added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2023 was UBS Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2023.