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PMX

PIMCO Municipal Income Fund III

Delisted

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

68 hedge funds and large institutions have $38.7M invested in PIMCO Municipal Income Fund III in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

31% more capital invested

Capital invested by funds: $29.4M → $38.7M (+$9.25M)

6% more funds holding

Funds holding: 6468 (+4)

1.93% more ownership

Funds ownership: 11.47%13.4% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJIC
51
Gamble Jones Investment Counsel
California
$87.1K
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$67.8K -$88.8K -10,360 -57%
HCM
53
Hollencrest Capital Management
California
$58.8K +$57.9K +6,750 New
AF
54
Affiance Financial
Minnesota
$27.7K +$27.3K +3,182 New
IA
55
IFP Advisors
Florida
$27K -$57.4K -6,692 -73%
CFB
56
Cullen/Frost Bankers
Texas
$26.6K
CT
57
Colonial Trust
South Carolina
$25.8K +$25.7K +3,000 New
SPIA
58
Steward Partners Investment Advisory
New York
$23.2K
MCC
59
Money Concepts Capital
Florida
$16.7K +$16.5K +1,920 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$16K +$257 +30 +2%
HI
61
Harbour Investments
Wisconsin
$8.75K
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$6K -$8.57K -1,000 -57%
FIA
63
FNY Investment Advisers
New York
$6K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$5.43K +$1.17K +136 +28%
ZIG
65
Zullo Investment Group
Pennsylvania
$4.36K
SWM
66
Spire Wealth Management
Virginia
$2K +$2.45K +286 New
PAG
67
Private Advisor Group
New Jersey
$113 -$9.09K -1,060 -8%
KFI
68
Key Financial Inc
Pennsylvania
$39
RCM
69
Robinson Capital Management
Michigan
-$614K -78,416 Closed
KFP
70
KMG Fiduciary Partners
Ohio
-$107K -13,872 Closed
Baird Financial Group
71
Baird Financial Group
Wisconsin
-$92K -11,976 Closed
WT
72
Whittier Trust
California
-$23K -3,000 Closed
WAM
73
Wolverine Asset Management
Illinois
-$13K -1,766 Closed
HR
74
Howe & Rusling
New York
-$12K -1,550 Closed
AF
75
Allworth Financial
California
-$4K -500 Closed

PMX Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2022, worth a combined $38.7M — up 31% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PMX positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Beta Wealth Group, adding an estimated $2.59M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $614K sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $38.7M of PIMCO Municipal Income Fund III stock for Q4 2022, up 31% quarter-over-quarter.
  • 12 funds opened new PIMCO Municipal Income Fund III positions in Q4 2022 and 7 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2022 was Beta Wealth Group, an estimated $2.59M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2022 was Robinson Capital Management, an estimated $614K sold.

Based on aggregated 13F filings for Q4 2022.