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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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84 hedge funds and large institutions have $50.9M invested in PIMCO Municipal Income Fund III in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

44% more capital invested

Capital invested by funds: $35.3M → $50.9M (+$15.6M)

24% more funds holding

Funds holding: 68 → 84 (+16)

4.16% more ownership

Funds ownership: 16.37% → 20.53% (+4.2%)

Holders
84
Holders Change
+16
Holders Change %
+23.53%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
26
Reduced
16
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.77M
2
Morgan Stanley
Morgan Stanley
New York
+$4.52M
3
Stifel Financial
Stifel Financial
Missouri
+$1.97M
4
LCM
Landscape Capital Management
New Jersey
+$1.02M
5
AAM
Advisors Asset Management
Colorado
+$928K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$8.06M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$572K
3
WAM
Wolverine Asset Management
Illinois
-$531K
4
GC
Guggenheim Capital
Illinois
-$438K
5
ACA
Ackerman Capital Advisors
Texas
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
WB
76
Webster Bank
Connecticut
$10.7K – – –
RIL
77
Rothschild Investment LLC
Illinois
$10.3K +$9.69K +1,400 New
HI
78
Harbour Investments
Wisconsin
$7.43K – – –
FIA
79
FNY Investment Advisers
New York
$5K – – –
Comerica Bank
80
Comerica Bank
Texas
$4.6K +$90 +13 +2%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$4.3K -$291 -42 -7%
CAM
82
Chesapeake Asset Management
New York
$3.69K – – –
BWM
83
Baystate Wealth Management
Massachusetts
$2.23K +$2.08K +301 New
ASN
84
Advisory Services Network
Georgia
$37 +$35 +5 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$7 +$7 +1 New
Bank of New York Mellon
86
Bank of New York Mellon
New York
– -$572K -88,456 Closed
ACA
87
Ackerman Capital Advisors
Texas
– -$306K -47,311 Closed
SMC
88
Smith, Moore & Co
Missouri
– -$285K -44,124 Closed
Mariner
89
Mariner
Kansas
– -$220K -34,000 Closed
AA
90
ACT Advisors
North Carolina
– -$151K -23,385 Closed
KIM
91
Karpus Investment Management
New York
– -$123K -19,059 Closed
VF
92
Virtu Financial
New York
– -$112K -17,339 Closed
Walleye Capital
93
Walleye Capital
New York
– -$102K -15,836 Closed
BPA
94
Beacon Pointe Advisors
California
– -$81.2K -12,550 Closed
CWM
95
CCG Wealth Management
California
– -$65.7K -10,161 Closed
Cerity Partners
96
Cerity Partners
New York
– -$64.7K -10,000 Closed
JP Morgan Chase
97
JP Morgan Chase
New York
– -$9.17K -1,417 Closed
IA
98
IFP Advisors
Florida
– -$3.45K -533 Closed
1 2 3
4

PMX Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2023, worth a combined $50.9M — up 44% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PMX positions and 13 closed out — a net gain of 16 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $5.77M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.06M.

  • 84 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $50.9M of PIMCO Municipal Income Fund III stock for Q4 2023, up 44% quarter-over-quarter.
  • 29 funds opened new PIMCO Municipal Income Fund III positions in Q4 2023 and 13 closed out, a net change of +16 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2023 was Fiera Capital (Canada), an estimated $5.77M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2023 was Rivernorth Capital Management, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2023.