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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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59 hedge funds and large institutions have $36.4M invested in PIMCO Municipal Income Fund III in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

7% more capital invested

Capital invested by funds: $34M → $36.4M (+$2.39M)

1.81% more ownership

Funds ownership: 9.87% → 11.68% (+1.8%)

3% less funds holding

Funds holding: 61 → 59 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWG
Beta Wealth Group
California
+$4.01M
2
UBS Group
UBS Group
Switzerland
+$1.45M
3
Morgan Stanley
Morgan Stanley
New York
+$668K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$556K
5
AA
ACT Advisors
North Carolina
+$333K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$743K
2
RCM
Rivernorth Capital Management
Florida
-$651K
3
GC
Guggenheim Capital
Illinois
-$526K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$451K
5
VanEck Associates
VanEck Associates
New York
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$16K +$235 +25 +1%
HR
52
Howe & Rusling
New York
$14K – – –
APA
53
American Portfolios Advisors
New York
$10.1K – – –
HI
54
Harbour Investments
Wisconsin
$9K +$9.45K +1,005 New
AIM
55
Anchor Investment Management
South Carolina
$7.15K – – –
FIA
56
FNY Investment Advisers
New York
$6K – – –
ZIG
57
Zullo Investment Group
Pennsylvania
$5K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$4K -$20K -2,129 -81%
RCM
59
Rivernorth Capital Management
Florida
– -$651K -62,763 Closed
AFG
60
Albion Financial Group
Utah
– -$140K -13,500 Closed
RMDI
61
R.M. Davis Inc
Maine
– -$136K -13,147 Closed
STA
62
Summit Trail Advisors
New York
– -$107K -10,286 Closed
VNA
63
Valley National Advisers
Pennsylvania
– -$80K -7,722 Closed
RCM
64
Robinson Capital Management
Michigan
– -$74K -7,236 Closed
JWA
65
JFS Wealth Advisors
Pennsylvania
– -$21K -2,000 Closed
MCC
66
Money Concepts Capital
Florida
– -$20K -1,920 Closed
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
– -$3.35K -323 Closed
1 2
3

PMX Hedge Fund Activity: Q2 2022 in Review

59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2022, worth a combined $36.4M — up 7% from $34M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PMX and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 16 added.

The largest buyer was Beta Wealth Group, opening a new position worth an estimated $4.01M. The largest seller was Bank of America, cutting an estimated $743K.

  • 59 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2022, down from 61 in Q1 2022.
  • Funds reported $36.4M of PIMCO Municipal Income Fund III stock for Q2 2022, up 7% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q2 2022 and 9 closed out, a net change of -1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2022 was Beta Wealth Group, an estimated $4.01M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2022 was Bank of America, an estimated $743K sold.

Based on aggregated 13F filings for Q2 2022.