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PMX

PIMCO Municipal Income Fund III

Delisted

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

70 hedge funds and large institutions have $39.2M invested in PIMCO Municipal Income Fund III in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

3% more funds holding

Funds holding: 6870 (+2)

1% more capital invested

Capital invested by funds: $38.7M → $39.2M (+$477K)

0.87% more ownership

Funds ownership: 13.4%14.27% (+0.87%)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
24
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.01M +$140K +16,967 +2%
RCM
2
Rivernorth Capital Management
Florida
$4.41M +$4.37M +530,665 New
Morgan Stanley
3
Morgan Stanley
New York
$3.77M +$648K +78,690 +21%
GCP
4
Gill Capital Partners
Colorado
$3.56M -$10.4K -1,267 -0.3%
BWG
5
Beta Wealth Group
California
$2.27M -$541K -65,716 -19%
UBS Group
6
UBS Group
Switzerland
$2.03M -$4.2M -509,730 -68%
VanEck Associates
7
VanEck Associates
New York
$1.06M +$278K +33,769 +36%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.02M +$77.5K +9,403 +8%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$969K +$961K +116,590 New
Osaic Holdings
10
Osaic Holdings
Arizona
$928K -$251K -30,491 -21%
PAS
11
Park Avenue Securities
New York
$923K +$915K +111,032 New
Wells Fargo
12
Wells Fargo
California
$907K +$46.3K +5,620 +5%
SMC
13
Smith, Moore & Co
Missouri
$843K +$15.5K +1,882 +2%
CFLC
14
California First Leasing Corp
California
$710K -$175K -21,295 -20%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$606K +$78.9K +9,573 +15%
Bank of America
16
Bank of America
North Carolina
$604K +$1.4K +170 +0.2%
Mariner
17
Mariner
Kansas
$529K +$376K +45,632 +254%
AMBIA
18
Allen Mooney & Barnes Investment Advisors
Georgia
$512K -$1.24K -151 -0.2%
LPL Financial
19
LPL Financial
California
$428K -$29.7K -3,609 -7%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$391K -$76K -9,223 -16%
Cohen & Steers
21
Cohen & Steers
New York
$386K +$185K +22,501 +94%
WAAG
22
Wealth Alliance Advisory Group
Kansas
$363K
MWM
23
Melfa Wealth Management
Massachusetts
$362K +$157 +19 +0%
AA
24
ACT Advisors
North Carolina
$332K +$18.2K +2,204 +6%
NA
25
NewEdge Advisors
Louisiana
$313K +$23.1K +2,800 +8%

PMX Hedge Fund Activity: Q1 2023 in Review

70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q1 2023, worth a combined $39.2M — up 1.2% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMX positions and 11 closed out — a net gain of 3 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $4.37M. The largest seller was UBS Group, cutting an estimated $4.2M.

  • 70 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q1 2023, up from 68 in Q4 2022.
  • Funds reported $39.2M of PIMCO Municipal Income Fund III stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 14 funds opened new PIMCO Municipal Income Fund III positions in Q1 2023 and 11 closed out, a net change of +3 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q1 2023 was Rivernorth Capital Management, an estimated $4.37M added.
  • The largest PIMCO Municipal Income Fund III seller in Q1 2023 was UBS Group, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2023.