PMX

PIMCO Municipal Income Fund III

Delisted

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

83 hedge funds and large institutions have $50.9M invested in PIMCO Municipal Income Fund III in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+16
Holders Change %
+23.88%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
26
Reduced
16
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.3M +$4.82M +652,477 +108%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$6.16M +$6.16M +833,588 New
GC
3
Guggenheim Capital
Illinois
$4.85M -$468K -63,277 -9%
GCP
4
Gill Capital Partners
Colorado
$2.96M -$151K -20,477 -5%
AAM
5
Advisors Asset Management
Colorado
$2.34M +$991K +134,094 +73%
Stifel Financial
6
Stifel Financial
Missouri
$2.1M +$2.1M +283,974 New
Wells Fargo
7
Wells Fargo
California
$1.79M +$584K +79,032 +49%
VanEck Associates
8
VanEck Associates
New York
$1.77M +$358K +48,431 +25%
UBS Group
9
UBS Group
Switzerland
$1.18M +$675K +91,403 +134%
LCM
10
Landscape Capital Management
New Jersey
$1.09M +$1.09M +147,481 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.04M +$77.2K +10,443 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$950K +$32.4K +4,387 +4%
BWG
13
Beta Wealth Group
California
$936K +$936K +126,659 New
PAS
14
Park Avenue Securities
New York
$895K +$29.7K +4,025 +3%
Bank of America
15
Bank of America
North Carolina
$868K +$300K +40,663 +53%
WAM
16
Wakefield Asset Management
Colorado
$731K +$731K +98,914 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$730K -$22.9K -3,097 -3%
CFLC
18
California First Leasing Corp
California
$632K
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$460K +$460K +55,377 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$448K -$11.1K -1,510 -2%
DAS
21
Dynamic Advisor Solutions
Arizona
$388K +$388K +52,155 New
AMBIA
22
Allen Mooney & Barnes Investment Advisors
Georgia
$379K +$709 +96 +0.2%
Cohen & Steers
23
Cohen & Steers
New York
$370K +$322K +43,500 +669%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$346K -$23.1K -3,125 -6%
RJA
25
Raymond James & Associates
Florida
$346K +$92.1K +12,462 +36%