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PMX

PIMCO Municipal Income Fund III

Delisted

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

30 hedge funds and large institutions have $7.15M invested in PIMCO Municipal Income Fund III in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.1% less ownership

Funds ownership: 2.24%2.13% (-0.1%)

11% less capital invested

Capital invested by funds: $8.01M → $7.15M (-$852K)

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.23M +$18.8K +1,826 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$1.16M +$5.92K +574 +0.5%
Bank of America
3
Bank of America
North Carolina
$646K -$47.8K -4,633 -7%
B
4
Baird
Wisconsin
$357K +$47.3K +4,587 +15%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$335K
RCM
6
Rivernorth Capital Management
Florida
$302K -$332K -32,139 -53%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$288K +$121K +11,750 +74%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$209K
U
9
UBS
Switzerland
$195K +$23K +2,226 +14%
Wells Fargo
10
Wells Fargo
California
$183K -$36.1K -3,496 -17%
MFS
11
MSI Financial Services
Massachusetts
$159K -$2.06K -200 -1%
VanEck Associates
12
VanEck Associates
New York
$136K +$8.8K +853 +7%
GC
13
Guggenheim Capital
Illinois
$122K -$18.3K -1,772 -13%
VFS
14
VSR Financial Services
Kansas
$122K +$10.5K +1,019 +10%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$114K
PP
16
Paloma Partners
Connecticut
$111K -$17.5K -1,700 -14%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$108K +$107K +10,360 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$89K
FMII
19
Farmers & Merchants Investments Inc
Nebraska
$70K
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$52K
RFA
21
Reilly Financial Advisors
California
$49K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$33K -$24.2K -2,340 -42%
Creative Planning
23
Creative Planning
Kansas
$27K +$5.35K +518 +25%
AIG
24
American International Group
New York
$23.9K +$17.5K +1,700 +291%
WA
25
WFG Advisors
Texas
$11K +$10.8K +1,050 New

PMX Hedge Fund Activity: Q3 2013 in Review

30 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2013, worth a combined $7.15M — down 11% from $8.01M a quarter earlier.

Fund positioning in PMX was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was Investors Capital Advisory Services, adding an estimated $121K. The largest seller was Rivernorth Capital Management, cutting an estimated $332K.

  • 30 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $7.15M of PIMCO Municipal Income Fund III stock for Q3 2013, down 11% quarter-over-quarter.
  • 3 funds opened new PIMCO Municipal Income Fund III positions in Q3 2013 and 3 closed out, a net change of 0 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2013 was Investors Capital Advisory Services, an estimated $121K added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2013 was Rivernorth Capital Management, an estimated $332K sold.

Based on aggregated 13F filings for Q3 2013.