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PMX

PIMCO Municipal Income Fund III

Delisted

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

59 hedge funds and large institutions have $36.4M invested in PIMCO Municipal Income Fund III in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

7% more capital invested

Capital invested by funds: $34M → $36.4M (+$2.39M)

1.81% more ownership

Funds ownership: 9.87%11.68% (+1.8%)

3% less funds holding

Funds holding: 6159 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.68M +$1.45M +153,903 +27%
GC
2
Guggenheim Capital
Illinois
$5.39M -$526K -55,948 -9%
GCP
3
Gill Capital Partners
Colorado
$5.39M
BWG
4
Beta Wealth Group
California
$3.94M +$4.01M +426,823 New
Morgan Stanley
5
Morgan Stanley
New York
$1.41M +$668K +70,969 +87%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.26M +$243K +25,840 +23%
Cohen & Steers
7
Cohen & Steers
New York
$1.09M +$186K +19,814 +20%
Bank of America
8
Bank of America
North Carolina
$991K -$743K -78,947 -42%
CFLC
9
California First Leasing Corp
California
$984K
VanEck Associates
10
VanEck Associates
New York
$784K -$149K -15,883 -16%
Wells Fargo
11
Wells Fargo
California
$779K +$266K +28,229 +50%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$645K +$556K +59,120 +546%
AMBIA
13
Allen Mooney & Barnes Investment Advisors
Georgia
$553K +$11.5K +1,220 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$431K +$165K +17,518 +60%
LPL Financial
15
LPL Financial
California
$411K +$62.3K +6,625 +17%
CBC
16
Coombe, Bender & Co
New York
$391K +$399K +42,403 New
AA
17
ACT Advisors
North Carolina
$327K +$333K +35,452 New
SMC
18
Smith, Moore & Co
Missouri
$301K +$307K +32,642 New
PGWM
19
Parisi Gray Wealth Management
New Jersey
$295K -$34.5K -3,672 -10%
MML Investors Services
20
MML Investors Services
Massachusetts
$294K -$16.1K -1,707 -5%
TW
21
TrinityPoint Wealth
Connecticut
$279K -$7.76K -825 -3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$271K +$19.3K +2,050 +7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$257K -$7.18K -763 -3%
SC
24
SouthState Corp
Florida
$209K
HighTower Advisors
25
HighTower Advisors
Illinois
$208K

PMX Hedge Fund Activity: Q2 2022 in Review

59 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2022, worth a combined $36.4M — up 7% from $34M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PMX and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 16 added.

The largest buyer was Beta Wealth Group, opening a new position worth an estimated $4.01M. The largest seller was Bank of America, cutting an estimated $743K.

  • 59 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2022, down from 61 in Q1 2022.
  • Funds reported $36.4M of PIMCO Municipal Income Fund III stock for Q2 2022, up 7% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q2 2022 and 9 closed out, a net change of -1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2022 was Beta Wealth Group, an estimated $4.01M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2022 was Bank of America, an estimated $743K sold.

Based on aggregated 13F filings for Q2 2022.