We are live on ! Find out more
PMX

PIMCO Municipal Income Fund III

Delisted

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

72 hedge funds and large institutions have $44.4M invested in PIMCO Municipal Income Fund III in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $39.2M → $44.4M (+$5.27M)

3% more funds holding

Funds holding: 7072 (+2)

2.27% more ownership

Funds ownership: 14.27%16.54% (+2.3%)

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$8.58M +$4.29M +535,449 +101%
GC
2
Guggenheim Capital
Illinois
$5.87M +$50.7K +6,333 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$3.6M -$49.8K -6,215 -1%
GCP
4
Gill Capital Partners
Colorado
$3.41M -$40.6K -5,068 -1%
BWG
5
Beta Wealth Group
California
$2.04M -$162K -20,268 -7%
RCM
6
Robinson Capital Management
Michigan
$1.41M +$1.4M +174,462 New
Wells Fargo
7
Wells Fargo
California
$1.06M +$176K +21,933 +20%
VanEck Associates
8
VanEck Associates
New York
$1.04M +$15.1K +1,880 +1%
AAM
9
Advisors Asset Management
Colorado
$999K +$993K +124,072 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$993K +$53.7K +6,709 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$986K +$1.29K +161 +0.1%
PAS
12
Park Avenue Securities
New York
$920K +$26K +3,249 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$860K -$37.9K -4,740 -4%
Cohen & Steers
14
Cohen & Steers
New York
$815K +$438K +54,699 +118%
SMC
15
Smith, Moore & Co
Missouri
$768K -$48.4K -6,043 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$696K +$692K +86,409 New
CFLC
17
California First Leasing Corp
California
$688K
UBS Group
18
UBS Group
Switzerland
$629K -$1.33M -165,740 -68%
Bank of America
19
Bank of America
North Carolina
$554K -$30.9K -3,864 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$517K -$69.6K -8,693 -12%
AMBIA
21
Allen Mooney & Barnes Investment Advisors
Georgia
$499K +$2.78K +347 +0.6%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$401K +$140K +17,439 +54%
WAM
23
Wolverine Asset Management
Illinois
$398K +$289K +36,045 +268%
LPL Financial
24
LPL Financial
California
$393K -$21.5K -2,683 -5%
MWM
25
Melfa Wealth Management
Massachusetts
$351K +$144 +18 +0%

PMX Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q2 2023, worth a combined $44.4M — up 13% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PMX positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.29M. The largest seller was UBS Group, cutting an estimated $1.33M.

  • 72 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q2 2023, up from 70 in Q1 2023.
  • Funds reported $44.4M of PIMCO Municipal Income Fund III stock for Q2 2023, up 13% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund III positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q2 2023 was Rivernorth Capital Management, an estimated $4.29M added.
  • The largest PIMCO Municipal Income Fund III seller in Q2 2023 was UBS Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2023.