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PMX

PIMCO Municipal Income Fund III

Delisted

PMX was delisted on the 1st of August, 2025.

72 hedge funds and large institutions have $44.4M invested in PIMCO Municipal Income Fund III in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $39.2M → $44.4M (+$5.27M)

3% more funds holding

Funds holding: 7072 (+2)

2.27% more ownership

Funds ownership: 14.27%16.54% (+2.3%)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$334K -$44K -5,499 -12%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$299K +$15.3K +1,913 +5%
Mariner
28
Mariner
Kansas
$290K -$221K -27,632 -43%
NA
29
NewEdge Advisors
Louisiana
$287K -$25.6K -3,200 -8%
CBC
30
Coombe, Bender & Co
New York
$271K -$11.2K -1,404 -4%
RJA
31
Raymond James & Associates
Florida
$267K +$1.39K +173 +0.5%
MML Investors Services
32
MML Investors Services
Massachusetts
$266K +$7.57K +946 +3%
WAAG
33
Wealth Alliance Advisory Group
Kansas
$255K -$96.1K -12,000 -27%
AA
34
ACT Advisors
North Carolina
$253K -$68.1K -8,509 -21%
PVM
35
Palogic Value Management
Texas
$242K -$24K -3,000 -9%
PGWM
36
Parisi Gray Wealth Management
New Jersey
$233K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$210K
IWM
38
IHT Wealth Management
Illinois
$203K
BRWA
39
B. Riley Wealth Advisors
Florida
$201K +$62.7K +7,830 +46%
HighTower Advisors
40
HighTower Advisors
Illinois
$157K -$23.2K -2,897 -13%
Ameriprise
41
Ameriprise
Minnesota
$156K +$16.9K +2,108 +12%
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150K -$134K -16,757 -47%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$148K
KA
44
Kercheville Advisors
Texas
$137K
LNC
45
Lincoln National Corp
Pennsylvania
$133K +$1.58K +197 +1%
CAN
46
Cetera Advisor Networks
California
$133K +$288 +36 +0.2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$133K
EE
48
EWG Elevate
California
$129K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$124K +$6.42K +802 +6%
Stifel Financial
50
Stifel Financial
Missouri
$124K +$336 +42 +0.3%

PMX Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2023, worth a combined $44.4M — up 13% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PMX positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.29M. The largest seller was UBS Group, cutting an estimated $1.33M.

  • 72 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $44.4M of PIMCO Municipal Income Fund III stock for Q2 2023, up 13% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund III positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2023 was Rivernorth Capital Management, an estimated $4.29M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2023 was UBS Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2023.