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PMX

PIMCO Municipal Income Fund III

Delisted

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

85 hedge funds and large institutions have $48M invested in PIMCO Municipal Income Fund III in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 8485 (+1)

1.37% less ownership

Funds ownership: 20.53%19.16% (-1.4%)

6% less capital invested

Capital invested by funds: $50.9M → $48M (-$2.94M)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$346K -$1.92K -257 -0.6%
N
27
Nuveen
North Carolina
$337K +$84.2K +11,297 +34%
MWM
28
Melfa Wealth Management
Massachusetts
$326K +$149 +20 +0%
WN
29
Williams & Novak
California
$323K
WAM
30
Wolverine Asset Management
Illinois
$317K +$231K +30,952 +269%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$316K +$48.6K +6,516 +18%
SWM
32
Spire Wealth Management
Virginia
$295K -$2.13K -286 -0.7%
CWM
33
Centurion Wealth Management
Virginia
$295K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$282K -$68.1K -9,139 -19%
LPL Financial
35
LPL Financial
California
$271K +$18.6K +2,496 +7%
HNB
36
Huntington National Bank
Ohio
$250K
WAAG
37
Wealth Alliance Advisory Group
Kansas
$237K
MML Investors Services
38
MML Investors Services
Massachusetts
$231K -$4.03K -540 -2%
BRWA
39
B. Riley Wealth Advisors
Florida
$224K
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$201K -$6.14K -824 -3%
HighTower Advisors
41
HighTower Advisors
Illinois
$181K +$26.1K +3,500 +17%
Nomura Holdings
42
Nomura Holdings
Japan
$172K -$8.05K -1,080 -4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$164K +$62.6K +8,400 +62%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$164K -$182K -24,466 -53%
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$163K +$1.17K +157 +0.7%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$156K +$26.1K +3,500 +20%
SQA
47
Simon Quick Advisors
New Jersey
$153K +$17.2K +2,307 +13%
NA
48
NewEdge Advisors
Louisiana
$135K -$48.1K -6,450 -26%
LNC
49
Lincoln National Corp
Pennsylvania
$130K +$1.65K +221 +1%
VF
50
Virtu Financial
New York
$130K +$130K +17,439 New

PMX Hedge Fund Activity: Q1 2024 in Review

85 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2024, worth a combined $48M — down 5.8% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PMX positions and 11 closed out — a net gain of 2 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $947K. The largest seller was Morgan Stanley, cutting an estimated $4.03M.

  • 85 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $48M of PIMCO Municipal Income Fund III stock for Q1 2024, down 5.8% quarter-over-quarter.
  • 13 funds opened new PIMCO Municipal Income Fund III positions in Q1 2024 and 11 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2024 was City of London Investment Management, an estimated $947K added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2024 was Morgan Stanley, an estimated $4.03M sold.

Based on aggregated 13F filings for Q1 2024.