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PMX

PIMCO Municipal Income Fund III

Delisted

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

50 hedge funds and large institutions have $22.7M invested in PIMCO Municipal Income Fund III in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $22.1M → $22.7M (+$647K)

0.22% more ownership

Funds ownership: 5.24%5.46% (+0.22%)

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$3.7M -$15.6K -1,235 -0.4%
GC
2
Guggenheim Capital
Illinois
$2.56M +$1.36M +107,926 +113%
Wells Fargo
3
Wells Fargo
California
$2.23M -$60.5K -4,781 -3%
Bank of America
4
Bank of America
North Carolina
$1.97M +$7.23K +572 +0.4%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$1.35M -$1.37K -108 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$1.34M +$227K +17,932 +20%
VanEck Associates
7
VanEck Associates
New York
$1.05M +$66.5K +5,255 +7%
AF
8
Affiance Financial
Minnesota
$612K +$10.3K +818 +2%
PAG
9
Private Advisor Group
New Jersey
$610K +$22.7K +1,794 +4%
PGWM
10
Parisi Gray Wealth Management
New Jersey
$531K -$14.5K -1,143 -3%
BF
11
BOK Financial
Oklahoma
$484K -$243K -19,202 -33%
Ameriprise
12
Ameriprise
Minnesota
$417K -$4.83K -382 -1%
CCG
13
Ceeto Capital Group
Florida
$378K -$37.9K -3,000 -9%
HighTower Advisors
14
HighTower Advisors
Illinois
$369K
TC
15
TownSquare Capital
Utah
$360K
MML Investors Services
16
MML Investors Services
Massachusetts
$325K +$41.5K +3,282 +15%
FHA
17
Flagship Harbor Advisors
Massachusetts
$305K -$62.2K -4,920 -17%
WAAG
18
Wealth Alliance Advisory Group
Kansas
$302K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$277K +$102K +8,043 +57%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$268K +$3.93K +311 +1%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$256K -$176K -13,954 -41%
WEC
22
Winslow Evans & Crocker
Massachusetts
$246K +$45.7K +3,610 +23%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$239K
LPL Financial
24
LPL Financial
California
$210K +$39.3K +3,105 +23%
CF
25
Copperwynd Financial
Arizona
$206K +$860 +68 +0.4%

PMX Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2019, worth a combined $22.7M — up 2.9% from $22.1M a quarter earlier.

Fund positioning in PMX was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.36M. The largest seller was First Foundation Advisors, exiting entirely with an estimated $306K sold.

  • 50 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $22.7M of PIMCO Municipal Income Fund III stock for Q4 2019, up 2.9% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund III positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2019 was Guggenheim Capital, an estimated $1.36M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2019 was First Foundation Advisors, an estimated $306K sold.

Based on aggregated 13F filings for Q4 2019.