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
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.1%
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
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.56M +$656K +75,343 +11%
GC
2
Guggenheim Capital
Illinois
$6.15M +$306K +35,177 +5%
GCP
3
Gill Capital Partners
Colorado
$3.74M -$418K -48,020 -10%
Morgan Stanley
4
Morgan Stanley
New York
$3.26M +$1.75M +201,139 +116%
BWG
5
Beta Wealth Group
California
$2.96M +$2.64M +302,569 +821%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.24M -$516K -59,282 -29%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$984K +$377K +43,246 +62%
CFLC
8
California First Leasing Corp
California
$930K
Wells Fargo
9
Wells Fargo
California
$902K +$248K +28,432 +38%
SMC
10
Smith, Moore & Co
Missouri
$867K +$72.7K +8,342 +9%
VanEck Associates
11
VanEck Associates
New York
$815K +$86.3K +9,913 +12%
Bank of America
12
Bank of America
North Carolina
$632K -$240K -27,522 -28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$552K -$106K -12,145 -16%
AMBIA
14
Allen Mooney & Barnes Investment Advisors
Georgia
$538K +$1.26K +145 +0.2%
AWM
15
AE Wealth Management
Kansas
$494K +$494K +56,671 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$490K -$70.6K -8,107 -13%
LPL Financial
17
LPL Financial
California
$480K +$69.2K +7,949 +17%
WAAG
18
Wealth Alliance Advisory Group
Kansas
$381K +$227K +26,018 +147%
MWM
19
Melfa Wealth Management
Massachusetts
$379K +$379K +43,506 New
AA
20
ACT Advisors
North Carolina
$329K +$5.54K +636 +2%
NA
21
NewEdge Advisors
Louisiana
$314K -$34.4K -3,950 -10%
CBC
22
Coombe, Bender & Co
New York
$302K -$51.2K -5,876 -15%
MML Investors Services
23
MML Investors Services
Massachusetts
$302K +$3.55K +407 +1%
PVM
24
Palogic Value Management
Texas
$287K +$287K +33,000 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$281K +$17K +1,951 +6%