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PMX

PIMCO Municipal Income Fund III

Delisted

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

34 hedge funds and large institutions have $9.3M invested in PIMCO Municipal Income Fund III in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

18% more capital invested

Capital invested by funds: $7.86M → $9.3M (+$1.43M)

17% more funds holding

Funds holding: 2934 (+5)

0.49% more ownership

Funds ownership: 2.4%2.89% (+0.49%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
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
$2.02M -$192K -17,635 -9%
Cohen & Steers
2
Cohen & Steers
New York
$1.8M +$1.83M +168,556 New
Morgan Stanley
3
Morgan Stanley
New York
$886K +$41.3K +3,803 +5%
ICAS
4
Investors Capital Advisory Services
Massachusetts
$737K
VKH
5
Virtu KCG Holdings
New York
$382K +$388K +35,690 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$356K -$10.9K -1,000 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$339K +$343K +31,615 New
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$331K -$27.8K -2,560 -8%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$294K +$17.1K +1,570 +6%
Bank of America
10
Bank of America
North Carolina
$260K +$2.01K +185 +0.8%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$214K
VanEck Associates
12
VanEck Associates
New York
$187K +$6.56K +604 +4%
B
13
Baird
Wisconsin
$181K -$14.4K -1,325 -7%
MFS
14
MSI Financial Services
Massachusetts
$163K +$59.7K +5,500 +57%
Wells Fargo
15
Wells Fargo
California
$161K -$110K -10,109 -40%
CIA
16
Capital Investment Advisors
Georgia
$150K
Ameriprise
17
Ameriprise
Minnesota
$128K -$11.2K -1,032 -8%
U
18
UBS
Switzerland
$115K -$41.1K -3,786 -26%
Deutsche Bank
19
Deutsche Bank
Germany
$114K
HCM
20
Hollencrest Capital Management
California
$113K
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$79K +$26.1K +2,400 +48%
FMII
22
Farmers & Merchants Investments Inc
Nebraska
$62K
WRM
23
Westport Resources Management
Connecticut
$46K +$46.7K +4,300 New
ST
24
Somerset Trust
Pennsylvania
$44K
WA
25
WFG Advisors
Texas
$24K

PMX Hedge Fund Activity: Q3 2014 in Review

34 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2014, worth a combined $9.3M — up 18% from $7.86M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMX positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $1.83M. The largest seller was First Allied Advisory Services, exiting entirely with an estimated $598K sold.

  • 34 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2014, up from 29 in Q2 2014.
  • Funds reported $9.3M of PIMCO Municipal Income Fund III stock for Q3 2014, up 18% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q3 2014 and 3 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2014 was Cohen & Steers, an estimated $1.83M added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2014 was First Allied Advisory Services, an estimated $598K sold.

Based on aggregated 13F filings for Q3 2014.