We are live on ! Find out more
PYN

PIMCO New York Municipal Income Fund III

Delisted

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

26 hedge funds and large institutions have $5.78M invested in PIMCO New York Municipal Income Fund III in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $3.58M → $5.78M (+$2.2M)

37% more funds holding

Funds holding: 1926 (+7)

5.12% more ownership

Funds ownership: 11.77%16.89% (+5.1%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
1
Lido Advisors
California
$1.22M +$1.11M +203,587 New
GC
2
Guggenheim Capital
Illinois
$863K +$193K +35,331 +32%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$773K -$3.43K -627 -0.5%
RCM
4
Rivernorth Capital Management
Florida
$644K -$155K -28,293 -21%
WAM
5
Wolverine Asset Management
Illinois
$391K +$11.4K +2,076 +3%
Morgan Stanley
6
Morgan Stanley
New York
$289K +$133K +24,247 +100%
MML Investors Services
7
MML Investors Services
Massachusetts
$268K -$28.7K -5,249 -10%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$238K +$219K +40,002 New
MWM
9
Melfa Wealth Management
Massachusetts
$205K +$119K +21,675 +170%
ACA
10
Ackerman Capital Advisors
Texas
$167K -$154K -28,176 -50%
LSC
11
Logan Stone Capital
Illinois
$140K +$128K +23,449 New
LCM
12
Landscape Capital Management
New Jersey
$113K +$104K +18,919 New
DWM
13
Dopkins Wealth Management
New York
$98.8K
NA
14
NewEdge Advisors
Louisiana
$66.8K
HA
15
Herold Advisors
New York
$66.8K +$61.3K +11,200 New
Osaic Holdings
16
Osaic Holdings
Arizona
$58.5K -$73.4K -13,400 -58%
UBS Group
17
UBS Group
Switzerland
$53K -$48.6K -8,886 -50%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$47K
GWM
19
Geneos Wealth Management
Colorado
$26.7K
CT
20
Cambridge Trust
Massachusetts
$24.9K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24K
FWM
22
Focused Wealth Management
New York
$7.25K +$88 +16 +1%
SA
23
Scarborough Advisors
Maryland
$477 +$438 +80 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$12 +$11 +2 New
Wells Fargo
25
Wells Fargo
California
$6 -$12.7K -2,323 -100%

PYN Hedge Fund Activity: Q4 2023 in Review

26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund III (PYN) for Q4 2023, worth a combined $5.78M — up 61% from $3.58M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PYN positions and 0 closed out — a net gain of 7 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $1.11M. The largest seller was Rivernorth Capital Management, cutting an estimated $155K.

  • 26 institutional investors held PIMCO New York Municipal Income Fund III (PYN) as of Q4 2023, up from 19 in Q3 2023.
  • Funds reported $5.78M of PIMCO New York Municipal Income Fund III stock for Q4 2023, up 61% quarter-over-quarter.
  • 7 funds opened new PIMCO New York Municipal Income Fund III positions in Q4 2023 and 0 closed out, a net change of +7 holders.
  • The largest PIMCO New York Municipal Income Fund III buyer in Q4 2023 was Lido Advisors, an estimated $1.11M added.
  • The largest PIMCO New York Municipal Income Fund III seller in Q4 2023 was Rivernorth Capital Management, an estimated $155K sold.

Based on aggregated 13F filings for Q4 2023.