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PML

PIMCO Municipal Income Fund II

65 hedge funds and large institutions have $65M invested in PIMCO Municipal Income Fund II in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 10

14% more capital invested

Capital invested by funds: $57.2M → $65M (+$7.89M)

0.55% more ownership

Funds ownership: 7.68%8.23% (+0.55%)

3% less funds holding

Funds holding: 6765 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$33K +$32.3K +2,500 New
CTC
52
Central Trust Company
Missouri
$29K
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K
ST
54
Somerset Trust
Pennsylvania
$23K
FCCM
55
First City Capital Management
Georgia
$19.9K
GWM
56
Geneos Wealth Management
Colorado
$17K +$16.8K +1,298 New
MCM
57
MV Capital Management
Maryland
$16K
WEC
58
Winslow Evans & Crocker
Massachusetts
$15K +$6.21K +480 +74%
Deutsche Bank
59
Deutsche Bank
Germany
$13K
RFA
60
Reilly Financial Advisors
California
$13K
MFW
61
Mosaic Family Wealth
Missouri
$11K
KA
62
Klingman & Associates
New York
$7K
FMP
63
Financial Management Professionals
Texas
$5K
NFG
64
Next Financial Group
Texas
$2K
N
65
Nuveen
North Carolina
$1.87K
SIA
66
Sit Investment Associates
Minnesota
-$1.05M -84,101 Closed
OC
67
Oppenheimer & Co
New York
-$281K -22,471 Closed
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
-$149K -11,872 Closed
TFA
69
Transamerica Financial Advisors
Florida
-$101K -8,000 Closed
IA
70
IFP Advisors
Florida
-$83K -6,646 Closed
TJHA
71
Thomas J. Herzfeld Advisors
Florida
-$25K -2,000 Closed
AIA
72
Allegis Investment Advisors
Idaho
-$23K -1,810 Closed

PML Hedge Fund Activity: Q1 2016 in Review

65 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q1 2016, worth a combined $65M — up 14% from $57.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PML and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 23 added.

The largest buyer was LPL Financial, adding an estimated $3.14M. The largest seller was Cohen & Steers, cutting an estimated $1.84M.

  • 65 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q1 2016, down from 67 in Q4 2015.
  • Funds reported $65M of PIMCO Municipal Income Fund II stock for Q1 2016, up 14% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund II positions in Q1 2016 and 7 closed out, a net change of -2 holders.
  • The largest PIMCO Municipal Income Fund II buyer in Q1 2016 was LPL Financial, an estimated $3.14M added.
  • The largest PIMCO Municipal Income Fund II seller in Q1 2016 was Cohen & Steers, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2016.