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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 $4.9M invested in PIMCO New York Municipal Income Fund III in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2.36% less ownership

Funds ownership: 16.89%14.53% (-2.4%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

15% less capital invested

Capital invested by funds: $5.78M → $4.9M (-$887K)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$776K -$73.6K -12,448 -9%
MC
2
Matisse Capital
Oregon
$730K +$735K +124,383 New
WAM
3
Wolverine Asset Management
Illinois
$559K +$175K +29,653 +45%
RCM
4
Rivernorth Capital Management
Florida
$486K -$149K -25,211 -23%
LSC
5
Logan Stone Capital
Illinois
$439K +$304K +51,370 +219%
Lido Advisors
6
Lido Advisors
California
$261K -$941K -159,278 -78%
MML Investors Services
7
MML Investors Services
Massachusetts
$248K -$15.6K -2,636 -6%
Morgan Stanley
8
Morgan Stanley
New York
$208K -$76.9K -13,003 -27%
MWM
9
Melfa Wealth Management
Massachusetts
$203K +$1.26K +214 +0.6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$134K -$101K -17,165 -43%
LCM
11
Landscape Capital Management
New Jersey
$130K +$19.1K +3,235 +17%
BFWM
12
Bright Futures Wealth Management
New York
$107K +$107K +18,077 New
DWM
13
Dopkins Wealth Management
New York
$97.3K
ACA
14
Ackerman Capital Advisors
Texas
$76.6K -$88.5K -14,979 -53%
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$75K -$691K -116,923 -90%
HA
16
Herold Advisors
New York
$73.1K +$7.44K +1,258 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$57.6K
UBS Group
18
UBS Group
Switzerland
$52.9K +$697 +118 +1%
Wells Fargo
19
Wells Fargo
California
$46.3K +$46.6K +7,879 +787,900%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$46K
GWM
21
Geneos Wealth Management
Colorado
$26.3K
CT
22
Cambridge Trust
Massachusetts
$24.6K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$23K
CA
24
CoreCap Advisors
Michigan
$14.7K +$14.8K +2,500 New
SA
25
Scarborough Advisors
Maryland
$470

PYN Hedge Fund Activity: Q1 2024 in Review

26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund III (PYN) for Q1 2024, worth a combined $4.9M — down 15% from $5.78M a quarter earlier.

Fund positioning in PYN was balanced in Q1 2024: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 8 trimmed.

The largest buyer was Matisse Capital, opening a new position worth an estimated $735K. The largest seller was Lido Advisors, cutting an estimated $941K.

  • 26 institutional investors held PIMCO New York Municipal Income Fund III (PYN) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $4.9M of PIMCO New York Municipal Income Fund III stock for Q1 2024, down 15% quarter-over-quarter.
  • 3 funds opened new PIMCO New York Municipal Income Fund III positions in Q1 2024 and 3 closed out, a net change of 0 holders.
  • The largest PIMCO New York Municipal Income Fund III buyer in Q1 2024 was Matisse Capital, an estimated $735K added.
  • The largest PIMCO New York Municipal Income Fund III seller in Q1 2024 was Lido Advisors, an estimated $941K sold.

Based on aggregated 13F filings for Q1 2024.