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PMX

PIMCO Municipal Income Fund III

Delisted

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

32 hedge funds and large institutions have $15.2M invested in PIMCO Municipal Income Fund III in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

27% more capital invested

Capital invested by funds: $11.9M → $15.2M (+$3.25M)

0.78% more ownership

Funds ownership: 3.65%4.42% (+0.78%)

0% more funds holding

Funds holding: 3232 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
14
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$2.19M +$1.11M +101,575 +104%
Cohen & Steers
2
Cohen & Steers
New York
$2.05M +$679K +62,146 +50%
LSA
3
Liberty Street Advisors
New York
$1.96M -$72.6K -6,646 -4%
LPL Financial
4
LPL Financial
California
$1.88M +$76.8K +7,036 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.22M +$67.1K +6,147 +6%
ICAS
6
Investors Capital Advisory Services
Massachusetts
$657K -$48K -4,400 -7%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$563K +$56.8K +5,206 +11%
Wells Fargo
8
Wells Fargo
California
$472K +$374K +34,289 +392%
HighTower Advisors
9
HighTower Advisors
Illinois
$459K +$16.7K +1,525 +4%
FFA
10
First Foundation Advisors
California
$443K +$270K +24,744 +159%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$434K +$101K +9,292 +31%
Bank of America
12
Bank of America
North Carolina
$432K +$50.3K +4,608 +13%
VanEck Associates
13
VanEck Associates
New York
$288K +$17.2K +1,574 +6%
LCM
14
Laurion Capital Management
New York
$258K +$257K +23,550 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$219K
Baird Financial Group
16
Baird Financial Group
Wisconsin
$190K
CIA
17
Capital Investment Advisors
Georgia
$189K +$35.2K +3,225 +23%
MFS
18
MSI Financial Services
Massachusetts
$188K -$38.2K -3,500 -17%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$186K
GWM
20
Gupta Wealth Management
California
$158K +$157K +14,400 New
HCM
21
Hollencrest Capital Management
California
$131K
Ameriprise
22
Ameriprise
Minnesota
$127K
UBS Group
23
UBS Group
Switzerland
$95K +$18.8K +1,723 +25%
Deutsche Bank
24
Deutsche Bank
Germany
$81K
AIG
25
American International Group
New York
$68K +$21.8K +2,000 +48%

PMX Hedge Fund Activity: Q3 2015 in Review

32 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2015, worth a combined $15.2M — up 27% from $11.9M a quarter earlier.

Fund positioning in PMX was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 4 trimmed.

The largest buyer was Invesco, adding an estimated $1.11M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $212K sold.

  • 32 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $15.2M of PIMCO Municipal Income Fund III stock for Q3 2015, up 27% quarter-over-quarter.
  • 4 funds opened new PIMCO Municipal Income Fund III positions in Q3 2015 and 4 closed out, a net change of 0 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2015 was Invesco, an estimated $1.11M added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2015 was Virtu KCG Holdings, an estimated $212K sold.

Based on aggregated 13F filings for Q3 2015.