PML

PIMCO Municipal Income Fund II
PML

Overview Fund Activity

101 hedge funds and large institutions have $66.7M invested in PIMCO Municipal Income Fund II in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+7
Holders Change %
+7.45%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWG
1
Beta Wealth Group
California
$2.82M
2
RCM
2
Rivernorth Capital Management
Florida
$8.59M
3
GC
3
Guggenheim Capital
Illinois
$948K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$527K
5
EIP
5
Ellis Investment Partners
Pennsylvania
$3.82M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$0
2
BWA
2
BlueSky Wealth Advisors
North Carolina
$0
3
LPL Financial
3
LPL Financial
California
$1.06M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.94M
5
AWC
5
Adamsbrown Wealth Consultants
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$518K 61,322 +3,441 +6%
AWM
27
Apollon Wealth Management
South Carolina
$512K 66,541 +12,541 +23%
AAS
28
Avantax Advisory Services
Texas
$484K 62,891 -17,579 -22%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$437K 56,815 +740 +1%
Wells Fargo
30
Wells Fargo
California
$435K 56,596 -10,437 -16%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$409K 53,205 – –
Bank of New York Mellon
32
Bank of New York Mellon
New York
$392K 51,023 -8,320 -14%
ACA
33
Ackerman Capital Advisors
Texas
$388K 50,479 -11,161 -18%
PVM
34
Palogic Value Management
Texas
$338K 44,000 – –
SA
35
SFI Advisors
New Jersey
$335K 43,608 +1,649 +4%
BCA
36
Bay Colony Advisors
Massachusetts
$331K 42,989 +992 +2%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$310K 40,303 -62 -0.2%
VF
38
Virtu Financial
New York
$282K 36,693 +20,024 +120%
LCM
39
Landscape Capital Management
New Jersey
$257K 33,422 +19,514 +140%
AWM
40
AE Wealth Management
Kansas
$245K 31,898 -16,230 -34%
Truist Financial
41
Truist Financial
North Carolina
$239K 31,083 +9,065 +41%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$231K 30,103 -9,944 -25%
SF
43
Synovus Financial
Georgia
$231K 30,000 – –
STA
44
Summit Trail Advisors
New York
$225K 29,051 -7,744 -21%
HCM
45
Hollencrest Capital Management
California
$219K 28,420 -6,300 -18%
HPCM
46
Hunter Perkins Capital Management
Illinois
$206K 26,640 -822 -3%
ACM
47
Arlington Capital Management
Illinois
$188K 24,455 +95 +0.4%
CBFP
48
Cedar Brook Financial Partners
Ohio
$185K 24,080 +82 +0.3%
CWM
49
CCG Wealth Management
California
$178K 23,144 – –
MC
50
Moors & Cabot
Massachusetts
$174K 22,567 -6,986 -24%
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