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PMX

PIMCO Municipal Income Fund III

Delisted

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

64 hedge funds and large institutions have $29.4M invested in PIMCO Municipal Income Fund III in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

8% more funds holding

Funds holding: 5964 (+5)

0.21% less ownership

Funds ownership: 11.68%11.47% (-0.21%)

19% less capital invested

Capital invested by funds: $36.4M → $29.4M (-$6.98M)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.23M -$433K -45,963 -6%
GC
2
Guggenheim Capital
Illinois
$5.18M +$812K +86,270 +15%
GCP
3
Gill Capital Partners
Colorado
$3.68M -$396K -42,045 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.55M +$606K +64,332 +47%
Morgan Stanley
5
Morgan Stanley
New York
$1.34M +$199K +21,139 +14%
CFLC
6
California First Leasing Corp
California
$823K
Bank of America
7
Bank of America
North Carolina
$771K -$70.1K -7,439 -7%
SMC
8
Smith, Moore & Co
Missouri
$703K +$551K +58,541 +179%
VanEck Associates
9
VanEck Associates
New York
$645K -$12.2K -1,298 -2%
RCM
10
Robinson Capital Management
Michigan
$614K +$739K +78,416 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$582K +$271K +28,777 +62%
Wells Fargo
12
Wells Fargo
California
$579K -$89.4K -9,491 -11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$537K -$2.46K -261 -0.4%
Cohen & Steers
14
Cohen & Steers
New York
$506K -$495K -52,577 -44%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$496K +$606K +64,358 New
AMBIA
16
Allen Mooney & Barnes Investment Advisors
Georgia
$475K +$15.3K +1,628 +3%
LPL Financial
17
LPL Financial
California
$364K +$24.9K +2,646 +6%
CBC
18
Coombe, Bender & Co
New York
$312K -$17.8K -1,890 -4%
NA
19
NewEdge Advisors
Louisiana
$309K +$377K +40,050 New
TW
20
TrinityPoint Wealth
Connecticut
$294K +$73.8K +7,837 +26%
AA
21
ACT Advisors
North Carolina
$286K +$15.9K +1,690 +5%
BWG
22
Beta Wealth Group
California
$284K -$3.67M -389,986 -91%
MML Investors Services
23
MML Investors Services
Massachusetts
$264K +$22.3K +2,369 +7%
PGWM
24
Parisi Gray Wealth Management
New Jersey
$249K +$2.65K +281 +0.9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$233K +$22.8K +2,425 +9%

PMX Hedge Fund Activity: Q3 2022 in Review

64 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2022, worth a combined $29.4M — down 19% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMX positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $812K. The largest seller was Beta Wealth Group, cutting an estimated $3.67M.

  • 64 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2022, up from 59 in Q2 2022.
  • Funds reported $29.4M of PIMCO Municipal Income Fund III stock for Q3 2022, down 19% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund III positions in Q3 2022 and 3 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2022 was Guggenheim Capital, an estimated $812K added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2022 was Beta Wealth Group, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2022.