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PMX

PIMCO Municipal Income Fund III

Delisted

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

47 hedge funds and large institutions have $24.8M invested in PIMCO Municipal Income Fund III in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

43% more capital invested

Capital invested by funds: $17.3M → $24.8M (+$7.48M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

9% more funds holding

Funds holding: 4347 (+4)

1.93% more ownership

Funds ownership: 4.56%6.48% (+1.9%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
1
Gill Capital Partners
Colorado
$8.87M +$7.82M +702,970 New
UBS Group
2
UBS Group
Switzerland
$2.81M -$706K -63,481 -20%
Wells Fargo
3
Wells Fargo
California
$1.15M +$83.1K +7,475 +8%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.04M -$2.01K -181 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$909K -$169K -15,175 -16%
Bank of America
6
Bank of America
North Carolina
$727K +$40K +3,593 +6%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$716K -$40.5K -3,638 -5%
VanEck Associates
8
VanEck Associates
New York
$678K +$8.81K +792 +1%
BF
9
BOK Financial
Oklahoma
$642K -$128K -11,500 -17%
AF
10
Affiance Financial
Minnesota
$575K +$574K +51,653 New
GC
11
Guggenheim Capital
Illinois
$504K -$1.21M -108,397 -71%
LPL Financial
12
LPL Financial
California
$488K -$44.5K -4,000 -8%
FHA
13
Flagship Harbor Advisors
Massachusetts
$440K +$237K +21,303 +117%
PGWM
14
Parisi Gray Wealth Management
New Jersey
$425K +$29.7K +2,673 +8%
TC
15
TownSquare Capital
Utah
$378K +$354K +31,800 New
CCG
16
Ceeto Capital Group
Florida
$369K
HighTower Advisors
17
HighTower Advisors
Illinois
$336K -$26.4K -2,375 -7%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$284K +$284K +25,500 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$269K
FFA
20
First Foundation Advisors
California
$267K
DADC
21
D.A. Davidson & Co
Montana
$223K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$212K +$42.3K +3,800 +25%
WAAG
23
Wealth Alliance Advisory Group
Kansas
$204K
Ameriprise
24
Ameriprise
Minnesota
$194K -$66.4K -5,974 -26%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$190K -$200 -18 -0.1%

PMX Hedge Fund Activity: Q4 2018 in Review

47 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2018, worth a combined $24.8M — up 43% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMX positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Affiance Financial, opening a new position worth an estimated $574K. The largest seller was Guggenheim Capital, cutting an estimated $1.21M.

  • 47 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2018, up from 43 in Q3 2018.
  • Funds reported $24.8M of PIMCO Municipal Income Fund III stock for Q4 2018, up 43% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q4 2018 and 4 closed out, a net change of +4 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2018 was Affiance Financial, an estimated $574K added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2018 was Guggenheim Capital, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2018.