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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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70 hedge funds and large institutions have $39.2M invested in PIMCO Municipal Income Fund III in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 68 → 70 (+2)

1% more capital invested

Capital invested by funds: $38.7M → $39.2M (+$477K)

0.87% more ownership

Funds ownership: 13.4% → 14.27% (+0.87%)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.37M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$961K
3
PAS
Park Avenue Securities
New York
+$915K
4
Morgan Stanley
Morgan Stanley
New York
+$648K
5
Mariner
Mariner
Kansas
+$376K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.2M
2
BWG
Beta Wealth Group
California
-$541K
3
AWM
AE Wealth Management
Kansas
-$494K
4
Osaic Holdings
Osaic Holdings
Arizona
-$251K
5
TW
TrinityPoint Wealth
Connecticut
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
CCG Wealth Management
California
$84.4K – – –
AP
52
Americana Partners
Texas
$84.3K – – –
Cerity Partners
53
Cerity Partners
New York
$83.1K +$82.4K +10,000 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$64.7K – – –
HCM
55
Hollencrest Capital Management
California
$56.1K – – –
AA
56
AlphaCentric Advisors
Puerto Rico
$41.5K -$153K -18,550 -79%
CT
57
Colonial Trust
South Carolina
$24.4K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$22.1K – – –
US Bancorp
59
US Bancorp
Minnesota
$22K +$21.8K +2,650 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$15K +$198 +24 +1%
WB
61
Webster Bank
Connecticut
$12K +$11.9K +1,447 New
JP Morgan Chase
62
JP Morgan Chase
New York
$11K +$10.5K +1,269 New
HI
63
Harbour Investments
Wisconsin
$8.35K – – –
IA
64
IFP Advisors
Florida
$6.15K -$15.7K -1,900 -78%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$5.18K – – –
FIA
66
FNY Investment Advisers
New York
$5K – – –
CAM
67
Chesapeake Asset Management
New York
$4.16K +$4.12K +500 New
SWM
68
Spire Wealth Management
Virginia
$2.38K – – –
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$269 +$939 +114 +0.4%
SS
70
Sunbelt Securities
Texas
$122 +$124 +15 New
AWM
71
AE Wealth Management
Kansas
– -$494K -56,671 Closed
TW
72
TrinityPoint Wealth
Connecticut
– -$243K -27,956 Closed
SC
73
SouthState Corp
Florida
– -$197K -22,672 Closed
JCM
74
Janney Capital Management
Pennsylvania
– -$131K -15,053 Closed
VF
75
Virtu Financial
New York
– -$124K -14,218 Closed
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PMX Hedge Fund Activity: Q1 2023 in Review

70 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2023, worth a combined $39.2M — up 1.2% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMX positions and 11 closed out — a net gain of 3 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.37M. The largest seller was UBS Group, cutting an estimated $4.2M.

  • 70 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2023, up from 68 in Q4 2022.
  • Funds reported $39.2M of PIMCO Municipal Income Fund III stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 14 funds opened new PIMCO Municipal Income Fund III positions in Q1 2023 and 11 closed out, a net change of +3 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2023 was Rivernorth Capital Management, an estimated $4.37M added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2023 was UBS Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2023.