We are live on ! Find out more
PMX

PIMCO Municipal Income Fund III

Delisted

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

29 hedge funds and large institutions have $7.86M invested in PIMCO Municipal Income Fund III in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

0.19% more ownership

Funds ownership: 2.22%2.4% (+0.19%)

0% more funds holding

Funds holding: 2929 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less capital invested

Capital invested by funds: $7.97M → $7.86M (-$108K)

Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.27M +$44.3K +4,065 +2%
Morgan Stanley
2
Morgan Stanley
New York
$875K -$389K -35,707 -31%
ICAS
3
Investors Capital Advisory Services
Massachusetts
$764K +$264K +24,200 +54%
FAAS
4
First Allied Advisory Services
California
$598K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$380K +$72.5K +6,650 +24%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$373K -$11.8K -1,080 -3%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$287K +$36.1K +3,309 +15%
Wells Fargo
8
Wells Fargo
California
$279K +$118K +10,836 +76%
Bank of America
9
Bank of America
North Carolina
$268K -$218K -20,034 -45%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$222K
B
11
Baird
Wisconsin
$203K
VanEck Associates
12
VanEck Associates
New York
$187K +$41.3K +3,788 +29%
U
13
UBS
Switzerland
$161K -$25.2K -2,311 -14%
CIA
14
Capital Investment Advisors
Georgia
$156K -$29.9K -2,740 -16%
Ameriprise
15
Ameriprise
Minnesota
$144K +$77.4K +7,103 +121%
Deutsche Bank
16
Deutsche Bank
Germany
$118K +$116K +10,648 New
HCM
17
Hollencrest Capital Management
California
$117K
MFS
18
MSI Financial Services
Massachusetts
$108K -$70.9K -6,500 -40%
Creative Planning
19
Creative Planning
Kansas
$95K +$29.8K +2,737 +47%
FMII
20
Farmers & Merchants Investments Inc
Nebraska
$64K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$56K
ST
22
Somerset Trust
Pennsylvania
$46K
WA
23
WFG Advisors
Texas
$25K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$19K
AIG
25
American International Group
New York
$15.7K

PMX Hedge Fund Activity: Q2 2014 in Review

29 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2014, worth a combined $7.86M — down 1.4% from $7.97M a quarter earlier.

Fund positioning in PMX was balanced in Q2 2014: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $808K. The largest seller was Morgan Stanley, cutting an estimated $389K.

  • 29 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $7.86M of PIMCO Municipal Income Fund III stock for Q2 2014, down 1.4% quarter-over-quarter.
  • 3 funds opened new PIMCO Municipal Income Fund III positions in Q2 2014 and 3 closed out, a net change of 0 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2014 was Northern Trust, an estimated $808K added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2014 was Morgan Stanley, an estimated $389K sold.

Based on aggregated 13F filings for Q2 2014.