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PMX

PIMCO Municipal Income Fund III

Delisted

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

29 hedge funds and large institutions have $7.83M invested in PIMCO Municipal Income Fund III in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $7.15M → $7.83M (+$675K)

0.28% more ownership

Funds ownership: 2.13%2.41% (+0.28%)

3% less funds holding

Funds holding: 3029 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.96M -$245K -24,032 -11%
Morgan Stanley
2
Morgan Stanley
New York
$1.08M -$24.2K -2,373 -2%
Bank of America
3
Bank of America
North Carolina
$618K -$1.14K -112 -0.2%
FAAS
4
First Allied Advisory Services
California
$500K +$511K +50,000 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$346K +$26.6K +2,600 +8%
RCM
6
Rivernorth Capital Management
Florida
$283K -$6.13K -600 -2%
ICAS
7
Investors Capital Advisory Services
Massachusetts
$276K
VKH
8
Virtu KCG Holdings
New York
$262K +$268K +26,224 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$230K +$148K +14,500 +171%
SG Americas Securities
10
SG Americas Securities
New York
$214K +$219K +21,408 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$200K
U
12
UBS
Switzerland
$197K +$11K +1,075 +6%
B
13
Baird
Wisconsin
$183K -$163K -15,949 -47%
CIA
14
Capital Investment Advisors
Georgia
$168K +$171K +16,771 New
MFS
15
MSI Financial Services
Massachusetts
$162K +$10.2K +1,000 +7%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$162K +$59.4K +5,820 +56%
Wells Fargo
17
Wells Fargo
California
$143K -$33.2K -3,248 -19%
DC
18
Davenport & Co
Virginia
$130K +$133K +13,000 New
VanEck Associates
19
VanEck Associates
New York
$117K -$13.6K -1,329 -10%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$111K +$1.46K +143 +1%
GC
21
Guggenheim Capital
Illinois
$109K -$7.62K -746 -6%
HCM
22
Hollencrest Capital Management
California
$106K +$108K +10,560 New
WEC
23
Winslow Evans & Crocker
Massachusetts
$80K +$81.6K +7,990 New
FMII
24
Farmers & Merchants Investments Inc
Nebraska
$67K
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$50K

PMX Hedge Fund Activity: Q4 2013 in Review

29 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2013, worth a combined $7.83M — up 9.4% from $7.15M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PMX and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.

The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $511K. The largest seller was LPL Financial, cutting an estimated $245K.

  • 29 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2013, down from 30 in Q3 2013.
  • Funds reported $7.83M of PIMCO Municipal Income Fund III stock for Q4 2013, up 9.4% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q4 2013 and 9 closed out, a net change of -1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2013 was First Allied Advisory Services, an estimated $511K added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2013 was LPL Financial, an estimated $245K sold.

Based on aggregated 13F filings for Q4 2013.