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PMX

PIMCO Municipal Income Fund III

Delisted

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

71 hedge funds and large institutions have $61.2M invested in PIMCO Municipal Income Fund III in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

4% more funds holding

Funds holding: 6871 (+3)

3.67% more ownership

Funds ownership: 21.14%24.81% (+3.7%)

5% more capital invested

Capital invested by funds: $58.5M → $61.2M (+$2.74M)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
25
Reduced
9
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$8.22M +$8.77M +1,116,917 New
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.36M +$471K +60,052 +7%
GC
3
Guggenheim Capital
Illinois
$5.35M +$679K +86,535 +14%
AAM
4
Advisors Asset Management
Colorado
$4.65M -$76.1K -9,690 -2%
Wells Fargo
5
Wells Fargo
California
$3.93M +$1.68M +214,591 +67%
Morgan Stanley
6
Morgan Stanley
New York
$3.52M -$2.33M -297,401 -38%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$3.18M +$73.1K +9,309 +2%
GCP
8
Gill Capital Partners
Colorado
$2.77M -$342K -43,584 -10%
Stifel Financial
9
Stifel Financial
Missouri
$2.34M +$144K +18,330 +6%
COLIM
10
City of London Investment Management
United Kingdom
$1.95M -$424K -54,033 -17%
UBS Group
11
UBS Group
Switzerland
$1.6M -$89.6K -11,409 -5%
VanEck Associates
12
VanEck Associates
New York
$1.3M +$87.3K +11,126 +7%
Raymond James Financial
13
Raymond James Financial
Florida
$1.29M +$1.37M +174,845 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.01M +$32.2K +4,097 +3%
Bank of America
15
Bank of America
North Carolina
$990K +$166K +21,176 +19%
SMC
16
Smith, Moore & Co
Missouri
$983K +$367K +46,724 +54%
PAS
17
Park Avenue Securities
New York
$928K +$58.8K +7,490 +6%
BWG
18
Beta Wealth Group
California
$856K +$35.3K +4,493 +4%
WAM
19
Wakefield Asset Management
Colorado
$836K +$34.9K +4,442 +4%
LPL Financial
20
LPL Financial
California
$793K +$84.6K +10,772 +11%
N
21
Nuveen
North Carolina
$553K +$111K +14,200 +23%
AMBIA
22
Allen Mooney & Barnes Investment Advisors
Georgia
$384K +$652 +83 +0.2%
NA
23
NewEdge Advisors
Louisiana
$359K +$25K +3,188 +7%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$338K +$9.32K +1,187 +3%
BI
25
Bramshill Investments
Florida
$337K +$360K +45,813 New

PMX Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund III (PMX) for Q4 2024, worth a combined $61.2M — up 4.7% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PMX positions and 15 closed out — a net gain of 5 holders — while 25 added to existing stakes and 9 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $8.77M. The largest seller was Morgan Stanley, cutting an estimated $2.33M.

  • 71 institutional investors held PIMCO Municipal Income Fund III (PMX) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $61.2M of PIMCO Municipal Income Fund III stock for Q4 2024, up 4.7% quarter-over-quarter.
  • 20 funds opened new PIMCO Municipal Income Fund III positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest PIMCO Municipal Income Fund III buyer in Q4 2024 was Rivernorth Capital Management, an estimated $8.77M added.
  • The largest PIMCO Municipal Income Fund III seller in Q4 2024 was Morgan Stanley, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2024.