We are live on ! Find out more
PMX

PIMCO Municipal Income Fund III

Delisted

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

68 hedge funds and large institutions have $35.3M invested in PIMCO Municipal Income Fund III in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

0.17% less ownership

Funds ownership: 16.54%16.37% (-0.17%)

6% less funds holding

Funds holding: 7268 (-4)

20% less capital invested

Capital invested by funds: $44.4M → $35.3M (-$9.1M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$282K +$135 +18 +0%
BRWA
27
B. Riley Wealth Advisors
Florida
$224K +$71.7K +9,570 +39%
RJA
28
Raymond James & Associates
Florida
$222K +$8.88K +1,185 +4%
Mariner
29
Mariner
Kansas
$220K -$15K -2,000 -6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$217K -$26.8K -3,576 -10%
MML Investors Services
31
MML Investors Services
Massachusetts
$212K -$2.43K -325 -1%
NA
32
NewEdge Advisors
Louisiana
$209K -$25.8K -3,450 -10%
CBC
33
Coombe, Bender & Co
New York
$191K -$30.6K -4,084 -12%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$164K -$5.99K -800 -3%
PVM
35
Palogic Value Management
Texas
$162K -$37.4K -5,000 -17%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$154K +$178K +23,791 New
AA
37
ACT Advisors
North Carolina
$151K -$60.6K -8,088 -26%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$135K +$16.5K +2,205 +12%
Ameriprise
39
Ameriprise
Minnesota
$129K +$3.56K +475 +2%
HighTower Advisors
40
HighTower Advisors
Illinois
$127K
KIM
41
Karpus Investment Management
New York
$123K +$143K +19,059 New
Baird Financial Group
42
Baird Financial Group
Wisconsin
$114K -$5.26K -703 -4%
VF
43
Virtu Financial
New York
$112K +$130K +17,339 New
KA
44
Kercheville Advisors
Texas
$110K
LNC
45
Lincoln National Corp
Pennsylvania
$110K +$3.06K +408 +2%
EE
46
EWG Elevate
California
$104K
Walleye Capital
47
Walleye Capital
New York
$102K +$119K +15,836 New
CCG
48
Ceeto Capital Group
Florida
$98K
WTA
49
Washington Trust Advisors
Massachusetts
$87.3K
SWM
50
Spire Wealth Management
Virginia
$83.7K +$94.7K +12,650 +4,423%

PMX Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2023, worth a combined $35.3M — down 20% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PMX and 9 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $1.19M. The largest seller was Beta Wealth Group, exiting entirely with an estimated $2.04M sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $35.3M of PIMCO Municipal Income Fund III stock for Q3 2023, down 20% quarter-over-quarter.
  • 9 funds opened new PIMCO Municipal Income Fund III positions in Q3 2023 and 13 closed out, a net change of -4 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2023 was Morgan Stanley, an estimated $1.19M added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2023 was Beta Wealth Group, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2023.