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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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84 hedge funds and large institutions have $50.9M invested in PIMCO Municipal Income Fund III in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

44% more capital invested

Capital invested by funds: $35.3M → $50.9M (+$15.6M)

24% more funds holding

Funds holding: 68 → 84 (+16)

4.16% more ownership

Funds ownership: 16.37% → 20.53% (+4.2%)

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
26
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.77M
2
Morgan Stanley
Morgan Stanley
New York
+$4.52M
3
Stifel Financial
Stifel Financial
Missouri
+$1.97M
4
LCM
Landscape Capital Management
New Jersey
+$1.02M
5
AAM
Advisors Asset Management
Colorado
+$928K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.06M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$572K
3
WAM
Wolverine Asset Management
Illinois
-$531K
4
GC
Guggenheim Capital
Illinois
-$438K
5
ACA
Ackerman Capital Advisors
Texas
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$344K -$1.02K -148 -0.3%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$343K +$5.01K +724 +2%
WN
28
Williams & Novak
California
$323K +$303K +43,755 New
MWM
29
Melfa Wealth Management
Massachusetts
$322K +$145 +21 +0%
SIA
30
Sit Investment Associates
Minnesota
$315K +$295K +42,600 New
CWM
31
Centurion Wealth Management
Virginia
$292K +$186K +26,800 +212%
SWM
32
Spire Wealth Management
Virginia
$284K +$186K +26,800 +207%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$265K +$15.4K +2,226 +7%
BRWA
34
B. Riley Wealth Advisors
Florida
$255K – – –
LPL Financial
35
LPL Financial
California
$249K -$127K -18,274 -35%
N
36
Nuveen
North Carolina
$249K +$232K +33,569 New
HNB
37
Huntington National Bank
Ohio
$247K – – –
WAAG
38
Wealth Alliance Advisory Group
Kansas
$234K -$83.1K -12,000 -27%
MML Investors Services
39
MML Investors Services
Massachusetts
$233K -$8.71K -1,258 -4%
CBC
40
Coombe, Bender & Co
New York
$227K +$8.03K +1,160 +4%
EC
41
Elequin Capital
New York
$223K +$209K +30,221 New
HWAM
42
Hennion & Walsh Asset Management
New Jersey
$205K +$27.2K +3,934 +17%
Ameriprise
43
Ameriprise
Minnesota
$186K +$36.9K +5,324 +27%
NA
44
NewEdge Advisors
Louisiana
$181K -$53.7K -7,750 -24%
Nomura Holdings
45
Nomura Holdings
Japan
$178K +$167K +24,080 New
RCM
46
Rivernorth Capital Management
Florida
$167K -$8.06M -1,164,077 -98%
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$160K +$5.55K +801 +4%
HighTower Advisors
48
HighTower Advisors
Illinois
$154K +$8.03K +1,159 +6%
SQA
49
Simon Quick Advisors
New Jersey
$134K +$126K +18,179 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$129K +$121K +17,426 New
1
2
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PMX Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2023, worth a combined $50.9M — up 44% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PMX positions and 13 closed out — a net gain of 16 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $5.77M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.06M.

  • 84 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $50.9M of PIMCO Municipal Income Fund III stock for Q4 2023, up 44% quarter-over-quarter.
  • 29 funds opened new PIMCO Municipal Income Fund III positions in Q4 2023 and 13 closed out, a net change of +16 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2023 was Fiera Capital (Canada), an estimated $5.77M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2023 was Rivernorth Capital Management, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2023.