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PMX

PIMCO Municipal Income Fund III

Delisted

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

85 hedge funds and large institutions have $48M invested in PIMCO Municipal Income Fund III in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

1% more funds holding

Funds holding: 8485 (+1)

1.37% less ownership

Funds ownership: 20.53%19.16% (-1.4%)

6% less capital invested

Capital invested by funds: $50.9M → $48M (-$2.94M)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$14K +$186 +25 +1%
SPIA
77
Steward Partners Investment Advisory
New York
$13.4K
RIL
78
Rothschild Investment LLC
Illinois
$10.5K
Comerica Bank
79
Comerica Bank
Texas
$8.34K +$3.69K +495 +80%
HI
80
Harbour Investments
Wisconsin
$7.51K
FP
81
Financial Perspectives
Minnesota
$7.39K +$7.38K +990 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$4.35K
CAM
83
Chesapeake Asset Management
New York
$3.73K
TRCT
84
Tower Research Capital (TRC)
New York
$3.38K +$3.38K +453 New
AEPWM
85
Atlantic Edge Private Wealth Management
Florida
$1.31K +$1.3K +175 New
FIA
86
FNY Investment Advisers
New York
$5
CFLC
87
California First Leasing Corp
California
-$632K -85,459 Closed
CBC
88
Coombe, Bender & Co
New York
-$227K -30,720 Closed
EC
89
Elequin Capital
New York
-$223K -30,221 Closed
RCM
90
Rivernorth Capital Management
Florida
-$167K -22,591 Closed
LSC
91
Logan Stone Capital
Illinois
-$98.3K -13,300 Closed
MC
92
Moors & Cabot
Massachusetts
-$73.9K -10,000 Closed
BI
93
Bramshill Investments
Florida
-$46.3K -6,271 Closed
LFG
94
Larson Financial Group
Missouri
-$11.4K -1,539 Closed
WB
95
Webster Bank
Connecticut
-$10.7K -1,447 Closed
ASN
96
Advisory Services Network
Georgia
-$37 -5 Closed
Fidelity Investments
97
Fidelity Investments
Massachusetts
-$7 -1 Closed

PMX Hedge Fund Activity: Q1 2024 in Review

85 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2024, worth a combined $48M — down 5.8% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PMX positions and 11 closed out — a net gain of 2 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $947K. The largest seller was Morgan Stanley, cutting an estimated $4.03M.

  • 85 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $48M of PIMCO Municipal Income Fund III stock for Q1 2024, down 5.8% quarter-over-quarter.
  • 13 funds opened new PIMCO Municipal Income Fund III positions in Q1 2024 and 11 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2024 was City of London Investment Management, an estimated $947K added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2024 was Morgan Stanley, an estimated $4.03M sold.

Based on aggregated 13F filings for Q1 2024.