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PMX

PIMCO Municipal Income Fund III

Delisted

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

38 hedge funds and large institutions have $12.5M invested in PIMCO Municipal Income Fund III in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

34% more capital invested

Capital invested by funds: $9.3M → $12.5M (+$3.17M)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

12% more funds holding

Funds holding: 3438 (+4)

0.81% more ownership

Funds ownership: 2.89%3.69% (+0.81%)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
9
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.06M -$14.7K -1,346 -0.7%
Invesco
2
Invesco
Georgia
$1.78M +$1.75M +160,640 New
Cohen & Steers
3
Cohen & Steers
New York
$1.21M -$652K -59,707 -35%
Morgan Stanley
4
Morgan Stanley
New York
$1.01M +$92.3K +8,456 +10%
Bank of America
5
Bank of America
North Carolina
$993K +$712K +65,173 +268%
ICAS
6
Investors Capital Advisory Services
Massachusetts
$697K -$65.5K -6,000 -9%
LSA
7
Liberty Street Advisors
New York
$648K +$638K +58,403 New
HighTower Advisors
8
HighTower Advisors
Illinois
$448K +$95.8K +8,775 +28%
BFEC
9
Benjamin F. Edwards & Company
Missouri
$398K +$91.8K +8,404 +31%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$369K
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$344K
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$244K +$159K +14,591 +197%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$222K
VKH
14
Virtu KCG Holdings
New York
$215K -$178K -16,307 -46%
VanEck Associates
15
VanEck Associates
New York
$215K +$20.6K +1,887 +11%
B
16
Baird
Wisconsin
$188K
Wells Fargo
17
Wells Fargo
California
$167K
MFS
18
MSI Financial Services
Massachusetts
$165K -$3.28K -300 -2%
CIA
19
Capital Investment Advisors
Georgia
$156K
Ameriprise
20
Ameriprise
Minnesota
$145K +$12.7K +1,165 +10%
SG Americas Securities
21
SG Americas Securities
New York
$121K +$120K +10,945 New
Deutsche Bank
22
Deutsche Bank
Germany
$118K
HCM
23
Hollencrest Capital Management
California
$117K
UBS Group
24
UBS Group
Switzerland
$87K +$85.7K +7,849 New
FMII
25
Farmers & Merchants Investments Inc
Nebraska
$64K

PMX Hedge Fund Activity: Q4 2014 in Review

38 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2014, worth a combined $12.5M — up 34% from $9.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PMX positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $1.75M. The largest seller was Cohen & Steers, cutting an estimated $652K.

  • 38 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2014, up from 34 in Q3 2014.
  • Funds reported $12.5M of PIMCO Municipal Income Fund III stock for Q4 2014, up 34% quarter-over-quarter.
  • 7 funds opened new PIMCO Municipal Income Fund III positions in Q4 2014 and 1 closed out, a net change of +6 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2014 was Invesco, an estimated $1.75M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2014 was Cohen & Steers, an estimated $652K sold.

Based on aggregated 13F filings for Q4 2014.