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PMX

PIMCO Municipal Income Fund III

Delisted

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

43 hedge funds and large institutions have $14.9M invested in PIMCO Municipal Income Fund III in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0.09% less ownership

Funds ownership: 4.08%3.99% (-0.09%)

4% less capital invested

Capital invested by funds: $15.5M → $14.9M (-$629K)

2% less funds holding

Funds holding: 4443 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$1.69M +$164K +14,669 +11%
Morgan Stanley
2
Morgan Stanley
New York
$1.4M -$127K -11,347 -8%
UBS Group
3
UBS Group
Switzerland
$1.35M +$32.4K +2,893 +3%
Wells Fargo
4
Wells Fargo
California
$1.11M +$52.6K +4,700 +5%
BF
5
BOK Financial
Oklahoma
$945K +$285K +25,510 +44%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$795K -$8.12K -726 -1%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$767K +$23.9K +2,137 +3%
Bank of America
8
Bank of America
North Carolina
$693K -$93.2K -8,328 -12%
VanEck Associates
9
VanEck Associates
New York
$564K -$14.8K -1,319 -3%
CCG
10
Ceeto Capital Group
Florida
$560K
LPL Financial
11
LPL Financial
California
$545K +$14.9K +1,333 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$435K +$55.9K +5,000 +15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$372K -$89.5K -8,000 -20%
PGWM
14
Parisi Gray Wealth Management
New Jersey
$295K +$17K +1,519 +6%
FFA
15
First Foundation Advisors
California
$273K
Ameriprise
16
Ameriprise
Minnesota
$244K -$9.9K -885 -4%
WAAG
17
Wealth Alliance Advisory Group
Kansas
$208K +$973 +87 +0.5%
DADC
18
D.A. Davidson & Co
Montana
$206K +$202K +18,100 New
MML Investors Services
19
MML Investors Services
Massachusetts
$200K +$10.6K +948 +6%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$194K
FHA
21
Flagship Harbor Advisors
Massachusetts
$186K -$174K -15,537 -49%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$167K -$2.24K -200 -1%
CF
23
Copperwynd Financial
Arizona
$167K +$2.44K +218 +2%
SWM
24
Segment Wealth Management
Texas
$148K
MRCM
25
M&R Capital Management
New Jersey
$136K

PMX Hedge Fund Activity: Q1 2018 in Review

43 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2018, worth a combined $14.9M — down 4.1% from $15.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PMX and 4 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 14 added.

The largest buyer was BOK Financial, adding an estimated $285K. The largest seller was Laurion Capital Management, exiting entirely with an estimated $632K sold.

  • 43 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2018, down from 44 in Q4 2017.
  • Funds reported $14.9M of PIMCO Municipal Income Fund III stock for Q1 2018, down 4.1% quarter-over-quarter.
  • 4 funds opened new PIMCO Municipal Income Fund III positions in Q1 2018 and 5 closed out, a net change of -1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2018 was BOK Financial, an estimated $285K added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2018 was Laurion Capital Management, an estimated $632K sold.

Based on aggregated 13F filings for Q1 2018.