We are live on ! Find out more
PMX

PIMCO Municipal Income Fund III

Delisted

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

40 hedge funds and large institutions have $12.8M invested in PIMCO Municipal Income Fund III in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3940 (+1)

0.21% less ownership

Funds ownership: 3.55%3.35% (-0.21%)

3% less capital invested

Capital invested by funds: $13.2M → $12.8M (-$332K)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.88M -$118K -10,210 -6%
Morgan Stanley
2
Morgan Stanley
New York
$1.39M +$322K +27,811 +31%
UBS Group
3
UBS Group
Switzerland
$1.09M +$120K +10,331 +13%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$813K +$397K +34,302 +98%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$810K -$39.4K -3,409 -5%
Bank of America
6
Bank of America
North Carolina
$775K +$4.96K +429 +0.7%
LPL Financial
7
LPL Financial
California
$551K -$816K -70,498 -60%
VanEck Associates
8
VanEck Associates
New York
$541K +$68.6K +5,929 +15%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$477K
FHA
10
Flagship Harbor Advisors
Massachusetts
$436K +$82.8K +7,159 +24%
HighTower Advisors
11
HighTower Advisors
Illinois
$414K +$24.5K +2,122 +6%
AIA
12
Allegis Investment Advisors
Idaho
$345K +$45.3K +3,913 +15%
FFA
13
First Foundation Advisors
California
$281K
RCM
14
Robinson Capital Management
Michigan
$263K +$137K +11,857 +112%
Wells Fargo
15
Wells Fargo
California
$225K -$52.1K -4,504 -19%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$216K +$24.9K +2,150 +13%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$200K
Ameriprise
18
Ameriprise
Minnesota
$185K +$50.5K +4,363 +38%
DA
19
Doliver Advisors
Texas
$177K -$388K -33,504 -69%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$175K
CAN
21
Cetera Advisor Networks
California
$165K +$150 +13 +0.1%
SWM
22
Segment Wealth Management
Texas
$152K +$150K +13,000 New
CIA
23
Capital Investment Advisors
Georgia
$143K
MRCM
24
M&R Capital Management
New Jersey
$143K
HCM
25
Hollencrest Capital Management
California
$140K

PMX Hedge Fund Activity: Q2 2017 in Review

40 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2017, worth a combined $12.8M — down 2.5% from $13.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PMX positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $397K. The largest seller was LPL Financial, cutting an estimated $816K.

  • 40 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2017, up from 39 in Q1 2017.
  • Funds reported $12.8M of PIMCO Municipal Income Fund III stock for Q2 2017, down 2.5% quarter-over-quarter.
  • 4 funds opened new PIMCO Municipal Income Fund III positions in Q2 2017 and 3 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $397K added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2017 was LPL Financial, an estimated $816K sold.

Based on aggregated 13F filings for Q2 2017.