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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 $58.5M invested in PIMCO Municipal Income Fund III in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $51.4M → $58.5M (+$7.1M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.7% more ownership

Funds ownership: 19.45%21.14% (+1.7%)

1% less funds holding

Funds holding: 6968 (-1)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.64M +$2.57M +323,484 +67%
Morgan Stanley
2
Morgan Stanley
New York
$6.41M +$90.9K +11,449 +1%
AAM
3
Advisors Asset Management
Colorado
$5.3M +$711K +89,512 +16%
GC
4
Guggenheim Capital
Illinois
$5.29M -$68.4K -8,612 -1%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$3.49M -$113K -14,222 -3%
GCP
6
Gill Capital Partners
Colorado
$3.46M -$14.5K -1,830 -0.4%
Wells Fargo
7
Wells Fargo
California
$2.64M -$10.7K -1,351 -0.4%
COLIM
8
City of London Investment Management
United Kingdom
$2.63M +$1.52M +191,274 +150%
Stifel Financial
9
Stifel Financial
Missouri
$2.47M +$2.79K +351 +0.1%
UBS Group
10
UBS Group
Switzerland
$1.88M -$91.9K -11,579 -5%
VanEck Associates
11
VanEck Associates
New York
$1.32M -$240K -30,233 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.1M -$5.88K -740 -0.6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$981K -$89.9K -11,325 -9%
PAS
14
Park Avenue Securities
New York
$979K -$45K -5,673 -5%
Bank of America
15
Bank of America
North Carolina
$936K +$112K +14,153 +14%
BWG
16
Beta Wealth Group
California
$923K
WAM
17
Wakefield Asset Management
Colorado
$901K +$12.4K +1,566 +1%
LPL Financial
18
LPL Financial
California
$801K +$182K +22,968 +31%
SMC
19
Smith, Moore & Co
Missouri
$718K +$282K +35,550 +69%
N
20
Nuveen
North Carolina
$505K +$12K +1,515 +3%
PWM
21
Palumbo Wealth Management
New York
$484K +$466K +58,635 New
AMBIA
22
Allen Mooney & Barnes Investment Advisors
Georgia
$430K +$675 +85 +0.2%
RJA
23
Raymond James & Associates
Florida
$424K -$11.5K -1,448 -3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$380K -$7.19K -906 -2%
NA
25
NewEdge Advisors
Louisiana
$377K +$116K +14,564 +47%

PMX Hedge Fund Activity: Q3 2024 in Review

68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q3 2024, worth a combined $58.5M — up 14% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMX positions and 10 closed out — a net gain of 1 holder — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.57M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $415K sold.

  • 68 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q3 2024, down from 69 in Q2 2024.
  • Funds reported $58.5M of PIMCO Municipal Income Fund III stock for Q3 2024, up 14% quarter-over-quarter.
  • 11 funds opened new PIMCO Municipal Income Fund III positions in Q3 2024 and 10 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund III buyer in Q3 2024 was Hennion & Walsh Asset Management, an estimated $2.57M added.
  • The largest PIMCO Municipal Income Fund III seller in Q3 2024 was Landscape Capital Management, an estimated $415K sold.

Based on aggregated 13F filings for Q3 2024.