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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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68 hedge funds and large institutions have $35.3M invested in PIMCO Municipal Income Fund III in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 18

0.17% less ownership

Funds ownership: 16.54% → 16.37% (-0.17%)

6% less funds holding

Funds holding: 72 → 68 (-4)

20% less capital invested

Capital invested by funds: $44.4M → $35.3M (-$9.1M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.19M
2
RCM
Rivernorth Capital Management
Florida
+$903K
3
VanEck Associates
VanEck Associates
New York
+$459K
4
AAM
Advisors Asset Management
Colorado
+$443K
5
ACA
Ackerman Capital Advisors
Texas
+$354K

Top Sellers

Rank Fund Capital Flow
1
BWG
Beta Wealth Group
California
-$2.04M
2
RCM
Robinson Capital Management
Michigan
-$1.41M
3
Cohen & Steers
Cohen & Steers
New York
-$709K
4
SMC
Smith, Moore & Co
Missouri
-$384K
5
PGWM
Parisi Gray Wealth Management
New Jersey
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
51
Centurion Wealth Management
Virginia
$81.8K +$94.7K +12,650 New
BPA
52
Beacon Pointe Advisors
California
$81.2K +$94K +12,550 New
CWM
53
CCG Wealth Management
California
$65.7K – – –
Cerity Partners
54
Cerity Partners
New York
$64.7K – – –
HCM
55
Hollencrest Capital Management
California
$43.7K – – –
Cohen & Steers
56
Cohen & Steers
New York
$42K -$709K -94,700 -94%
CT
57
Colonial Trust
South Carolina
$21.9K – – –
US Bancorp
58
US Bancorp
Minnesota
$17.1K – – –
BFEC
59
Benjamin F. Edwards & Company
Missouri
$12K +$172 +23 +1%
SPIA
60
Steward Partners Investment Advisory
New York
$11.6K -$6.48K -865 -32%
WB
61
Webster Bank
Connecticut
$9.36K – – –
JP Morgan Chase
62
JP Morgan Chase
New York
$9.17K +$9.77K +1,305 +1,165%
HI
63
Harbour Investments
Wisconsin
$6.5K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$4.04K – – –
FIA
65
FNY Investment Advisers
New York
$4K – – –
Comerica Bank
66
Comerica Bank
Texas
$3.94K +$4.56K +609 New
IA
67
IFP Advisors
Florida
$3.45K – – –
CAM
68
Chesapeake Asset Management
New York
$3.23K – – –
BWG
69
Beta Wealth Group
California
– -$2.04M -253,422 Closed
RCM
70
Robinson Capital Management
Michigan
– -$1.41M -174,462 Closed
PGWM
71
Parisi Gray Wealth Management
New Jersey
– -$233K -27,995 Closed
IWM
72
IHT Wealth Management
Illinois
– -$203K -25,228 Closed
CAN
73
Cetera Advisor Networks
California
– -$133K -16,547 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
– -$133K -16,000 Closed
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
– -$124K -15,352 Closed
1 2
3
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PMX Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2023, worth a combined $35.3M — down 20% from $44.4M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PMX and 9 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $1.19M. The largest seller was Beta Wealth Group, exiting entirely with an estimated $2.04M sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $35.3M of PIMCO Municipal Income Fund III stock for Q3 2023, down 20% quarter-over-quarter.
  • 9 funds opened new PIMCO Municipal Income Fund III positions in Q3 2023 and 13 closed out, a net change of -4 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2023 was Morgan Stanley, an estimated $1.19M added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2023 was Beta Wealth Group, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2023.