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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 $58.5M invested in PIMCO Municipal Income Fund III in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $51.4M → $58.5M (+$7.1M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.7% more ownership

Funds ownership: 19.45%21.14% (+1.7%)

1% less funds holding

Funds holding: 6968 (-1)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Wealthstream Advisors
New York
$122K
SQA
52
Simon Quick Advisors
New Jersey
$118K +$6.67K +840 +6%
RWA
53
Redhawk Wealth Advisors
Minnesota
$106K
ATWA
54
Arbor Trust Wealth Advisors
Michigan
$103K
Cerity Partners
55
Cerity Partners
New York
$92.4K +$88.8K +11,185 New
CAM
56
Concorde Asset Management
Michigan
$90.7K +$87.2K +10,980 New
PT
57
Plimoth Trust
Massachusetts
$83.6K +$80.4K +10,124 New
EIP
58
Ellis Investment Partners
Pennsylvania
$82.6K
HCM
59
Hollencrest Capital Management
California
$78.3K
SPIA
60
Steward Partners Investment Advisory
New York
$65.9K +$4.83K +609 +8%
US Bancorp
61
US Bancorp
Minnesota
$21.9K
UB
62
UMB Bank
Missouri
$14.7K
Comerica Bank
63
Comerica Bank
Texas
$12.7K +$3.38K +426 +38%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$11.9K -$26.5K -3,335 -70%
RIL
65
Rothschild Investment LLC
Illinois
$11.6K
HI
66
Harbour Investments
Wisconsin
$8.3K
FWM
67
FSA Wealth Management
Massachusetts
$8.26K +$7.94K +1,000 New
FP
68
Financial Perspectives
Minnesota
$8.18K
FIA
69
FNY Investment Advisers
New York
$5K +$5.56K +700 New
LCM
70
Landscape Capital Management
New Jersey
-$415K -52,611 Closed
DAS
71
Dynamic Advisor Solutions
Arizona
-$411K -52,155 Closed
CCG
72
Catalina Capital Group
California
-$265K -33,637 Closed
MWM
73
Modern Wealth Management
Kansas
-$236K -30,000 Closed
SA
74
SFI Advisors
New Jersey
-$210K -26,609 Closed
Nomura Holdings
75
Nomura Holdings
Japan
-$181K -23,000 Closed

PMX Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2024, worth a combined $58.5M — up 14% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMX positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.57M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $415K sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2024, down from 69 in Q2 2024.
  • Funds reported $58.5M of PIMCO Municipal Income Fund III stock for Q3 2024, up 14% quarter-over-quarter.
  • 11 funds opened new PIMCO Municipal Income Fund III positions in Q3 2024 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2024 was Hennion & Walsh Asset Management, an estimated $2.57M added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2024 was Landscape Capital Management, an estimated $415K sold.

Based on aggregated 13F filings for Q3 2024.