We are live on ! Find out more
PMX

PIMCO Municipal Income Fund III

Delisted

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

39 hedge funds and large institutions have $13.2M invested in PIMCO Municipal Income Fund III in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

3% more funds holding

Funds holding: 3839 (+1)

0.06% less ownership

Funds ownership: 3.62%3.55% (-0.06%)

2% less capital invested

Capital invested by funds: $13.5M → $13.2M (-$336K)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.92M -$143K -12,494 -7%
LPL Financial
2
LPL Financial
California
$1.33M -$5.03K -439 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$1.02M -$96.2K -8,395 -8%
UBS Group
4
UBS Group
Switzerland
$930K -$4.45K -388 -0.5%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$818K +$167K +14,542 +25%
Invesco
6
Invesco
Georgia
$793K -$1M -87,467 -55%
Bank of America
7
Bank of America
North Carolina
$742K -$229 -20 -0%
DA
8
Doliver Advisors
Texas
$548K +$557K +48,573 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$459K +$11.5K +1,000 +3%
VanEck Associates
10
VanEck Associates
New York
$454K +$36.7K +3,202 +9%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$396K +$63.8K +5,566 +19%
HighTower Advisors
12
HighTower Advisors
Illinois
$374K -$40.8K -3,563 -10%
FHA
13
Flagship Harbor Advisors
Massachusetts
$338K +$115K +10,039 +51%
AIA
14
Allegis Investment Advisors
Idaho
$288K +$292K +25,518 New
FFA
15
First Foundation Advisors
California
$271K
Wells Fargo
16
Wells Fargo
California
$268K +$44.6K +3,888 +20%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$192K
Baird Financial Group
18
Baird Financial Group
Wisconsin
$183K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$169K +$11.4K +994 +7%
CAN
20
Cetera Advisor Networks
California
$158K
CIA
21
Capital Investment Advisors
Georgia
$138K
MRCM
22
M&R Capital Management
New Jersey
$135K +$138K +12,000 New
HCM
23
Hollencrest Capital Management
California
$134K
Ameriprise
24
Ameriprise
Minnesota
$129K -$8.23K -718 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$129K +$131K +11,411 New

PMX Hedge Fund Activity: Q1 2017 in Review

39 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2017, worth a combined $13.2M — down 2.5% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMX positions and 6 closed out — a net gain of 2 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $557K. The largest seller was Invesco, cutting an estimated $1M.

  • 39 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2017, up from 38 in Q4 2016.
  • Funds reported $13.2M of PIMCO Municipal Income Fund III stock for Q1 2017, down 2.5% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q1 2017 and 6 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2017 was Doliver Advisors, an estimated $557K added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2017 was Invesco, an estimated $1M sold.

Based on aggregated 13F filings for Q1 2017.