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PMX

PIMCO Municipal Income Fund III

Delisted

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

61 hedge funds and large institutions have $34M invested in PIMCO Municipal Income Fund III in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 9.24%9.87% (+0.64%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 6261 (-1)

13% less capital invested

Capital invested by funds: $39.1M → $34M (-$5.11M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
14
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$27K +$5.41K +488 +23%
JWA
52
JFS Wealth Advisors
Pennsylvania
$21K -$211K -19,000 -90%
MCC
53
Money Concepts Capital
Florida
$20K +$21.3K +1,920 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$18K +$233 +21 +1%
HR
55
Howe & Rusling
New York
$16K
APA
56
American Portfolios Advisors
New York
$11.4K
AIM
57
Anchor Investment Management
South Carolina
$8.04K
FIA
58
FNY Investment Advisers
New York
$7K +$7.76K +700 New
ZIG
59
Zullo Investment Group
Pennsylvania
$5K
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$3.35K
HWAM
61
Hennion & Walsh Asset Management
New Jersey
-$641K -50,297 Closed
AF
62
Affiance Financial
Minnesota
-$551K -43,193 Closed
AF
63
Advisornet Financial
Minnesota
-$418K -32,800 Closed
ACP
64
Aveo Capital Partners
Colorado
-$282K -22,099 Closed
KFP
65
KMG Fiduciary Partners
Ohio
-$177K -13,872 Closed
MRCM
66
M&R Capital Management
New Jersey
-$153K -12,000 Closed
CFGS
67
Concourse Financial Group Securities
Alabama
-$21.1K -1,900 Closed
SWM
68
Spire Wealth Management
Virginia
-$17K -1,328 Closed
CA
69
CoreCap Advisors
Michigan
-$10K -800 Closed
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
-$3K -200 Closed

PMX Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2022, worth a combined $34M — down 13% from $39.1M a quarter earlier.

Fund positioning in PMX was balanced in Q1 2022: 10 funds opened new positions, 10 closed out, 14 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $2.87M. The largest seller was Guggenheim Capital, cutting an estimated $908K.

  • 61 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2022, down from 62 in Q4 2021.
  • Funds reported $34M of PIMCO Municipal Income Fund III stock for Q1 2022, down 13% quarter-over-quarter.
  • 10 funds opened new PIMCO Municipal Income Fund III positions in Q1 2022 and 10 closed out, a net change of 0 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2022 was UBS Group, an estimated $2.87M added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2022 was Guggenheim Capital, an estimated $908K sold.

Based on aggregated 13F filings for Q1 2022.