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PMX

PIMCO Municipal Income Fund III

Delisted

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

68 hedge funds and large institutions have $38.7M invested in PIMCO Municipal Income Fund III in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

31% more capital invested

Capital invested by funds: $29.4M → $38.7M (+$9.25M)

6% more funds holding

Funds holding: 6468 (+4)

1.93% more ownership

Funds ownership: 11.47%13.4% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.56M +$646K +75,343 +11%
GC
2
Guggenheim Capital
Illinois
$6.15M +$302K +35,177 +5%
GCP
3
Gill Capital Partners
Colorado
$3.74M -$412K -48,020 -10%
Morgan Stanley
4
Morgan Stanley
New York
$3.26M +$1.72M +201,139 +116%
BWG
5
Beta Wealth Group
California
$2.96M +$2.59M +302,569 +821%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.24M -$508K -59,282 -29%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$984K +$371K +43,246 +62%
CFLC
8
California First Leasing Corp
California
$930K
Wells Fargo
9
Wells Fargo
California
$902K +$244K +28,432 +38%
SMC
10
Smith, Moore & Co
Missouri
$867K +$71.5K +8,342 +9%
VanEck Associates
11
VanEck Associates
New York
$815K +$85K +9,913 +12%
Bank of America
12
Bank of America
North Carolina
$632K -$236K -27,522 -28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$552K -$104K -12,145 -16%
AMBIA
14
Allen Mooney & Barnes Investment Advisors
Georgia
$538K +$1.24K +145 +0.2%
AWM
15
AE Wealth Management
Kansas
$494K +$486K +56,671 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$490K -$69.5K -8,107 -13%
LPL Financial
17
LPL Financial
California
$480K +$68.1K +7,949 +17%
WAAG
18
Wealth Alliance Advisory Group
Kansas
$381K +$223K +26,018 +147%
MWM
19
Melfa Wealth Management
Massachusetts
$379K +$373K +43,506 New
AA
20
ACT Advisors
North Carolina
$329K +$5.45K +636 +2%
NA
21
NewEdge Advisors
Louisiana
$314K -$33.9K -3,950 -10%
CBC
22
Coombe, Bender & Co
New York
$302K -$50.4K -5,876 -15%
MML Investors Services
23
MML Investors Services
Massachusetts
$302K +$3.49K +407 +1%
PVM
24
Palogic Value Management
Texas
$287K +$283K +33,000 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$281K +$16.7K +1,951 +6%

PMX Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2022, worth a combined $38.7M — up 31% from $29.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PMX positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Beta Wealth Group, adding an estimated $2.59M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $614K sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $38.7M of PIMCO Municipal Income Fund III stock for Q4 2022, up 31% quarter-over-quarter.
  • 12 funds opened new PIMCO Municipal Income Fund III positions in Q4 2022 and 7 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2022 was Beta Wealth Group, an estimated $2.59M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2022 was Robinson Capital Management, an estimated $614K sold.

Based on aggregated 13F filings for Q4 2022.