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PMX

PIMCO Municipal Income Fund III

Delisted

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

72 hedge funds and large institutions have $44.4M invested in PIMCO Municipal Income Fund III in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $39.2M → $44.4M (+$5.27M)

3% more funds holding

Funds holding: 7072 (+2)

2.27% more ownership

Funds ownership: 14.27%16.54% (+2.3%)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
51
Ceeto Capital Group
Florida
$121K
WTA
52
Washington Trust Advisors
Massachusetts
$109K -$16K -2,000 -13%
PAG
53
Private Advisor Group
New Jersey
$106K +$600 +75 +0.6%
WI
54
Wintrust Investments
Illinois
$82K +$81.3K +10,150 New
CWM
55
CCG Wealth Management
California
$81.8K
Cerity Partners
56
Cerity Partners
New York
$80.5K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$62.7K
HCM
58
Hollencrest Capital Management
California
$54.3K
CT
59
Colonial Trust
South Carolina
$24.1K
SPIA
60
Steward Partners Investment Advisory
New York
$21.5K
US Bancorp
61
US Bancorp
Minnesota
$21.3K
BFEC
62
Benjamin F. Edwards & Company
Missouri
$15K +$184 +23 +1%
WB
63
Webster Bank
Connecticut
$11.6K
HI
64
Harbour Investments
Wisconsin
$8.09K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$5.02K
FIA
66
FNY Investment Advisers
New York
$5K
IA
67
IFP Advisors
Florida
$4.29K
CAM
68
Chesapeake Asset Management
New York
$4.03K
SWM
69
Spire Wealth Management
Virginia
$2.3K
JP Morgan Chase
70
JP Morgan Chase
New York
$902 -$9.26K -1,157 -91%
SS
71
Sunbelt Securities
Texas
$121
Fidelity Investments
72
Fidelity Investments
Massachusetts
$8 +$8 +1 New
HR
73
Hardy Reed
Mississippi
-$128K -15,365 Closed
AP
74
Americana Partners
Texas
-$84.3K -10,150 Closed
AA
75
AlphaCentric Advisors
Puerto Rico
-$41.5K -5,000 Closed

PMX Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2023, worth a combined $44.4M — up 13% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PMX positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.29M. The largest seller was UBS Group, cutting an estimated $1.33M.

  • 72 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $44.4M of PIMCO Municipal Income Fund III stock for Q2 2023, up 13% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund III positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2023 was Rivernorth Capital Management, an estimated $4.29M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2023 was UBS Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2023.