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PMX

PIMCO Municipal Income Fund III

Delisted

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

41 hedge funds and large institutions have $15.6M invested in PIMCO Municipal Income Fund III in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $14.9M → $15.6M (+$729K)

0.13% more ownership

Funds ownership: 3.99%4.12% (+0.13%)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

5% less funds holding

Funds holding: 4341 (-2)

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$2.31M +$925K +80,956 +68%
GC
2
Guggenheim Capital
Illinois
$1.93M +$218K +19,093 +13%
Morgan Stanley
3
Morgan Stanley
New York
$1.35M -$75.7K -6,619 -5%
Wells Fargo
4
Wells Fargo
California
$1.03M -$92.6K -8,104 -8%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$860K +$51K +4,464 +6%
BF
6
BOK Financial
Oklahoma
$799K -$160K -14,010 -17%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$767K
Bank of America
8
Bank of America
North Carolina
$658K -$46.8K -4,096 -7%
VanEck Associates
9
VanEck Associates
New York
$634K +$60.4K +5,287 +11%
LPL Financial
10
LPL Financial
California
$557K +$3.66K +320 +0.7%
HighTower Advisors
11
HighTower Advisors
Illinois
$441K
CCG
12
Ceeto Capital Group
Florida
$383K -$183K -16,000 -33%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$378K
PGWM
14
Parisi Gray Wealth Management
New Jersey
$301K +$571 +50 +0.2%
FFA
15
First Foundation Advisors
California
$277K
DADC
16
D.A. Davidson & Co
Montana
$231K +$21.6K +1,890 +10%
FHA
17
Flagship Harbor Advisors
Massachusetts
$228K +$37.2K +3,254 +20%
WAAG
18
Wealth Alliance Advisory Group
Kansas
$211K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$196K
Ameriprise
20
Ameriprise
Minnesota
$192K -$55.7K -4,874 -23%
CF
21
Copperwynd Financial
Arizona
$173K +$2.47K +216 +1%
RA
22
RFG Advisory
Alabama
$161K +$140K +12,268 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$160K +$158K +13,845 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$158K -$11.4K -1,000 -7%
SWM
25
Segment Wealth Management
Texas
$150K

PMX Hedge Fund Activity: Q2 2018 in Review

41 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2018, worth a combined $15.6M — up 4.9% from $14.9M a quarter earlier.

Fund positioning in PMX was balanced in Q2 2018: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $925K. The largest seller was Ceeto Capital Group, cutting an estimated $183K.

  • 41 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2018, down from 43 in Q1 2018.
  • Funds reported $15.6M of PIMCO Municipal Income Fund III stock for Q2 2018, up 4.9% quarter-over-quarter.
  • 2 funds opened new PIMCO Municipal Income Fund III positions in Q2 2018 and 2 closed out, a net change of 0 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2018 was UBS Group, an estimated $925K added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2018 was Ceeto Capital Group, an estimated $183K sold.

Based on aggregated 13F filings for Q2 2018.