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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 $7.97M invested in PIMCO Municipal Income Fund III in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

2% more capital invested

Capital invested by funds: $7.83M → $7.97M (+$141K)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.19% less ownership

Funds ownership: 2.41%2.22% (-0.19%)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.22M +$51.5K +4,808 +2%
Morgan Stanley
2
Morgan Stanley
New York
$1.27M +$65.8K +6,139 +6%
FAAS
3
First Allied Advisory Services
California
$596K +$42.9K +4,000 +8%
ICAS
4
Investors Capital Advisory Services
Massachusetts
$494K +$182K +17,000 +61%
Bank of America
5
Bank of America
North Carolina
$488K -$189K -17,658 -29%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$383K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$305K +$48.8K +4,550 +20%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$250K +$68.6K +6,400 +40%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$221K
B
10
Baird
Wisconsin
$202K
U
11
UBS
Switzerland
$187K -$30.5K -2,849 -14%
CIA
12
Capital Investment Advisors
Georgia
$186K
MFS
13
MSI Financial Services
Massachusetts
$179K
Wells Fargo
14
Wells Fargo
California
$158K
VanEck Associates
15
VanEck Associates
New York
$145K +$14.7K +1,376 +12%
DC
16
Davenport & Co
Virginia
$122K -$21.4K -2,000 -15%
HCM
17
Hollencrest Capital Management
California
$117K
WEC
18
Winslow Evans & Crocker
Massachusetts
$88.4K
Ameriprise
19
Ameriprise
Minnesota
$65K +$30.8K +2,873 +96%
FMII
20
Farmers & Merchants Investments Inc
Nebraska
$64K -$9.78K -913 -14%
Creative Planning
21
Creative Planning
Kansas
$64K +$61.9K +5,779 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$55K
ST
23
Somerset Trust
Pennsylvania
$46K +$18.2K +1,700 +70%
WA
24
WFG Advisors
Texas
$25K +$24.1K +2,250 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$19K +$18.8K +1,750 New

PMX Hedge Fund Activity: Q1 2014 in Review

29 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2014, worth a combined $7.97M — up 1.8% from $7.83M a quarter earlier.

Fund positioning in PMX was balanced in Q1 2014: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 4 trimmed.

The largest buyer was Investors Capital Advisory Services, adding an estimated $182K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $283K sold.

  • 29 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $7.97M of PIMCO Municipal Income Fund III stock for Q1 2014, up 1.8% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund III positions in Q1 2014 and 5 closed out, a net change of 0 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2014 was Investors Capital Advisory Services, an estimated $182K added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2014 was Rivernorth Capital Management, an estimated $283K sold.

Based on aggregated 13F filings for Q1 2014.