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PYN

PIMCO New York Municipal Income Fund III

Delisted

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

20 hedge funds and large institutions have $3.85M invested in PIMCO New York Municipal Income Fund III in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

22% more capital invested

Capital invested by funds: $3.15M → $3.85M (+$699K)

11% more funds holding

Funds holding: 1820 (+2)

2.15% more ownership

Funds ownership: 8.51%10.66% (+2.2%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$841K -$11.2K -1,786 -1%
RCM
2
Rivernorth Capital Management
Florida
$669K +$296K +47,191 +79%
GC
3
Guggenheim Capital
Illinois
$507K +$41.3K +6,582 +9%
WAM
4
Wolverine Asset Management
Illinois
$385K +$94.9K +15,125 +33%
ACA
5
Ackerman Capital Advisors
Texas
$337K -$109K -17,413 -25%
MML Investors Services
6
MML Investors Services
Massachusetts
$326K +$325K +51,843 New
Morgan Stanley
7
Morgan Stanley
New York
$156K +$91.6K +14,600 +144%
UBS Group
8
UBS Group
Switzerland
$111K -$4.39K -700 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$106K -$6K -955 -5%
DWM
10
Dopkins Wealth Management
New York
$104K
MWM
11
Melfa Wealth Management
Massachusetts
$79.2K +$79.1K +12,595 New
NA
12
NewEdge Advisors
Louisiana
$70.5K
BFEC
13
Benjamin F. Edwards & Company
Missouri
$50K +$49.6K +7,900 New
GWM
14
Geneos Wealth Management
Colorado
$28.2K
CT
15
Cambridge Trust
Massachusetts
$26.3K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25K
Bank of America
17
Bank of America
North Carolina
$10.4K -$1.22K -195 -11%
FWM
18
Focused Wealth Management
New York
$7.55K
Wells Fargo
19
Wells Fargo
California
$6.29K
LCM
20
Landscape Capital Management
New Jersey
-$72.9K -11,285 Closed

PYN Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund III (PYN) for Q2 2023, worth a combined $3.85M — up 22% from $3.15M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PYN positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $325K. The largest seller was Ackerman Capital Advisors, cutting an estimated $109K.

  • 20 institutional investors held PIMCO New York Municipal Income Fund III (PYN) as of Q2 2023, up from 18 in Q1 2023.
  • Funds reported $3.85M of PIMCO New York Municipal Income Fund III stock for Q2 2023, up 22% quarter-over-quarter.
  • 3 funds opened new PIMCO New York Municipal Income Fund III positions in Q2 2023 and 1 closed out, a net change of +2 holders.
  • The largest PIMCO New York Municipal Income Fund III buyer in Q2 2023 was MML Investors Services, an estimated $325K added.
  • The largest PIMCO New York Municipal Income Fund III seller in Q2 2023 was Ackerman Capital Advisors, an estimated $109K sold.

Based on aggregated 13F filings for Q2 2023.