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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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69 hedge funds and large institutions have $51.4M invested in PIMCO Municipal Income Fund III in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $48M → $51.4M (+$3.42M)

0.29% more ownership

Funds ownership: 19.16% → 19.45% (+0.29%)

19% less funds holding

Funds holding: 85 → 69 (-16)

61% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 23

Holders
69
Holders Change
-16
Holders Change %
-18.82%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
16
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.4M
2
AAM
Advisors Asset Management
Colorado
+$948K
3
UBS Group
UBS Group
Switzerland
+$675K
4
SMC
Smith, Moore & Co
Missouri
+$385K
5
Morgan Stanley
Morgan Stanley
New York
+$353K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.57M
2
Osaic Holdings
Osaic Holdings
Arizona
-$780K
3
LCM
Landscape Capital Management
New Jersey
-$578K
4
GC
Guggenheim Capital
Illinois
-$554K
5
SIA
Sit Investment Associates
Minnesota
-$503K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$364K -$1.39K -185 -0.4%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$360K -$114K -15,257 -26%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$350K +$50.2K +6,704 +18%
WN
29
Williams & Novak
California
$345K – – –
MWM
30
Melfa Wealth Management
Massachusetts
$344K +$45 +6 +0%
BRWA
31
B. Riley Wealth Advisors
Florida
$325K +$49.5K +6,600 +19%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$323K -$10.3K -1,380 -3%
CCG
33
Catalina Capital Group
California
$265K +$137K +18,285 +119%
HNB
34
Huntington National Bank
Ohio
$264K – – –
WAAG
35
Wealth Alliance Advisory Group
Kansas
$250K – – –
NA
36
NewEdge Advisors
Louisiana
$245K +$97.3K +12,989 +72%
Osaic Holdings
37
Osaic Holdings
Arizona
$242K -$780K -104,145 -77%
MWM
38
Modern Wealth Management
Kansas
$236K +$225K +30,000 New
MML Investors Services
39
MML Investors Services
Massachusetts
$235K -$8.07K -1,077 -3%
SA
40
SFI Advisors
New Jersey
$210K +$199K +26,609 New
ACM
41
Arlington Capital Management
Illinois
$197K +$187K +24,955 New
ICMP
42
Integrated Capital Management (Pennsylvania)
Pennsylvania
$193K +$19.9K +2,652 +12%
HighTower Advisors
43
HighTower Advisors
Illinois
$192K – – –
Nomura Holdings
44
Nomura Holdings
Japan
$181K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$173K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$165K – – –
KA
47
Kercheville Advisors
Texas
$134K – – –
EE
48
EWG Elevate
California
$126K – – –
PVM
49
Palogic Value Management
Texas
$120K – – –
CCG
50
Ceeto Capital Group
Florida
$119K – – –
1
2
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PMX Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2024, worth a combined $51.4M — up 7.1% from $48M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PMX and 9 opened new positions — a net loss of 14 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $3.4M. The largest seller was Fiera Capital (Canada), cutting an estimated $1.57M.

  • 69 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2024, down from 85 in Q1 2024.
  • Funds reported $51.4M of PIMCO Municipal Income Fund III stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 9 funds opened new PIMCO Municipal Income Fund III positions in Q2 2024 and 23 closed out, a net change of -14 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2024 was Hennion & Walsh Asset Management, an estimated $3.4M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2024 was Fiera Capital (Canada), an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2024.