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PYN

PIMCO New York Municipal Income Fund III

Delisted

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

18 hedge funds and large institutions have $3.15M invested in PIMCO New York Municipal Income Fund III in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

13% more capital invested

Capital invested by funds: $2.78M → $3.15M (+$366K)

1.4% more ownership

Funds ownership: 7.11%8.51% (+1.4%)

14% less funds holding

Funds holding: 2118 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$875K -$17.6K -2,711 -2%
GC
2
Guggenheim Capital
Illinois
$479K +$145K +22,223 +43%
ACA
3
Ackerman Capital Advisors
Texas
$459K +$396K +60,940 +602%
RCM
4
Rivernorth Capital Management
Florida
$379K +$389K +59,756 New
WAM
5
Wolverine Asset Management
Illinois
$298K +$242K +37,273 +420%
UBS Group
6
UBS Group
Switzerland
$118K -$30.7K -4,716 -21%
Osaic Holdings
7
Osaic Holdings
Arizona
$115K +$19.2K +2,955 +20%
DWM
8
Dopkins Wealth Management
New York
$107K
LCM
9
Landscape Capital Management
New Jersey
$72.9K +$73.4K +11,285 New
NA
10
NewEdge Advisors
Louisiana
$70.4K
Morgan Stanley
11
Morgan Stanley
New York
$65.5K
GWM
12
Geneos Wealth Management
Colorado
$28.9K +$29.1K +4,479 New
CT
13
Cambridge Trust
Massachusetts
$27K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$26K
Bank of America
15
Bank of America
North Carolina
$11.9K +$9.4K +1,445 +361%
FWM
16
Focused Wealth Management
New York
$7.75K
Wells Fargo
17
Wells Fargo
California
$6.46K -$7 -1 -0.1%
MML Investors Services
18
MML Investors Services
Massachusetts
-$348K -50,988 Closed
MIG
19
Mariner Investment Group
New York
-$164K -24,040 Closed
MWM
20
Melfa Wealth Management
Massachusetts
-$83.9K -12,290 Closed
VF
21
Virtu Financial
New York
-$80K -11,678 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$72.4K -10,607 Closed
MCC
23
Money Concepts Capital
Florida
-$13.7K -2,000 Closed

PYN Hedge Fund Activity: Q1 2023 in Review

18 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund III (PYN) for Q1 2023, worth a combined $3.15M — up 13% from $2.78M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PYN and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 5 added.

The largest buyer was Ackerman Capital Advisors, adding an estimated $396K. The largest seller was MML Investors Services, exiting entirely with an estimated $348K sold.

  • 18 institutional investors held PIMCO New York Municipal Income Fund III (PYN) as of Q1 2023, down from 21 in Q4 2022.
  • Funds reported $3.15M of PIMCO New York Municipal Income Fund III stock for Q1 2023, up 13% quarter-over-quarter.
  • 3 funds opened new PIMCO New York Municipal Income Fund III positions in Q1 2023 and 6 closed out, a net change of -3 holders.
  • The largest PIMCO New York Municipal Income Fund III buyer in Q1 2023 was Ackerman Capital Advisors, an estimated $396K added.
  • The largest PIMCO New York Municipal Income Fund III seller in Q1 2023 was MML Investors Services, an estimated $348K sold.

Based on aggregated 13F filings for Q1 2023.