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PMX

PIMCO Municipal Income Fund III

Delisted

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

56 hedge funds and large institutions have $35.6M invested in PIMCO Municipal Income Fund III in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

10% more funds holding

Funds holding: 5156 (+5)

6% more capital invested

Capital invested by funds: $33.6M → $35.6M (+$2.02M)

0.08% more ownership

Funds ownership: 8.95%9.03% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
1
Gill Capital Partners
Colorado
$7.18M -$185K -15,916 -3%
GC
2
Guggenheim Capital
Illinois
$5.98M +$956K +82,263 +20%
UBS Group
3
UBS Group
Switzerland
$5.92M +$650K +55,879 +13%
Bank of America
4
Bank of America
North Carolina
$1.92M +$285K +24,494 +18%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.57M -$29.6K -2,550 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.02M +$32.8K +2,818 +3%
RCM
7
Robinson Capital Management
Michigan
$1.02M -$1.27M -109,545 -56%
VanEck Associates
8
VanEck Associates
New York
$906K -$61K -5,249 -6%
STA
9
Summit Trail Advisors
New York
$813K +$197K +16,931 +33%
KAS
10
Kestra Advisory Services
Texas
$620K +$601K +51,718 New
PGWM
11
Parisi Gray Wealth Management
New Jersey
$555K +$103K +8,840 +23%
Wells Fargo
12
Wells Fargo
California
$541K +$24.6K +2,119 +5%
AF
13
Affiance Financial
Minnesota
$514K
LPL Financial
14
LPL Financial
California
$369K -$2.51K -216 -0.7%
CCG
15
Ceeto Capital Group
Florida
$358K
MML Investors Services
16
MML Investors Services
Massachusetts
$355K +$47.3K +4,071 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$340K -$28.9K -2,488 -8%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$323K -$27.6K -2,375 -8%
HighTower Advisors
19
HighTower Advisors
Illinois
$295K -$9.3K -800 -3%
WAAG
20
Wealth Alliance Advisory Group
Kansas
$285K
BF
21
BOK Financial
Oklahoma
$270K
KA
22
Kercheville Advisors
Texas
$261K +$256K +22,000 New
Ameriprise
23
Ameriprise
Minnesota
$256K +$6.54K +563 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$230K +$131K +11,280 +140%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$226K

PMX Hedge Fund Activity: Q4 2020 in Review

56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2020, worth a combined $35.6M — up 6% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PMX positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $956K. The largest seller was Robinson Capital Management, cutting an estimated $1.27M.

  • 56 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2020, up from 51 in Q3 2020.
  • Funds reported $35.6M of PIMCO Municipal Income Fund III stock for Q4 2020, up 6% quarter-over-quarter.
  • 10 funds opened new PIMCO Municipal Income Fund III positions in Q4 2020 and 5 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2020 was Guggenheim Capital, an estimated $956K added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2020 was Robinson Capital Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2020.