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PML

PIMCO Municipal Income Fund II
PML

100 hedge funds and large institutions have $91.8M invested in PIMCO Municipal Income Fund II in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

14% more capital invested

Capital invested by funds: $80.3M → $91.8M (+$11.5M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.59% more ownership

Funds ownership: 14.17% → 14.76% (+0.59%)

0% more funds holding

Funds holding: 100 → 100 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
33
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.19M
2
GC
Guggenheim Capital
Illinois
+$1.92M
3
AAS
Avantax Advisory Services
Texas
+$660K
4
Wells Fargo
Wells Fargo
California
+$657K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$401K

Top Sellers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
-$1.37M
2
NMC
Nine Masts Capital
Hong Kong
-$601K
3
LCM
Landscape Capital Management
New Jersey
-$537K
4
Morgan Stanley
Morgan Stanley
New York
-$299K
5
MWM
Modern Wealth Management
Kansas
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
76
RFG Advisory
Alabama
$107K +$920 +105 +0.9%
IFG
77
Independent Financial Group
California
$105K – – –
PCA
78
Prosperity Capital Advisors
Ohio
$104K -$67.6K -7,717 -41%
SA
79
Stewardship Advisors
Pennsylvania
$103K +$96.3K +11,000 New
RSA
80
River Street Advisors
Illinois
$102K – – –
MMHP
81
Murphy Middleton Hinkle & Parker
Georgia
$98K – – –
FFWM
82
Future Financial Wealth Management
Ohio
$93.9K – – –
HI
83
Harbour Investments
Wisconsin
$59.2K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$55.4K – – –
Jones Financial Companies
85
Jones Financial Companies
Missouri
$46.1K +$43.8K +5,000 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$42.4K – – –
AWM
87
Avior Wealth Management
Nebraska
$36.9K – – –
Comerica Bank
88
Comerica Bank
Texas
$27K +$6.21K +709 +33%
WI
89
Wintrust Investments
Illinois
$15K -$108K -12,349 -89%
UB
90
UMB Bank
Missouri
$14.7K – – –
CA
91
CoreCap Advisors
Michigan
$12.2K – – –
CHA
92
Carmichael Hill & Associates
Maryland
$10.2K – – –
FIA
93
FNY Investment Advisers
New York
$9K +$8.76K +1,000 New
SSB
94
Sandy Spring Bank
Maryland
$4.73K – – –
FMP
95
Financial Management Professionals
Texas
$4K – – –
EWA
96
EverSource Wealth Advisors
Alabama
$3.29K – – –
AF
97
Advisornet Financial
Minnesota
$1.88K – – –
FFA
98
Farther Finance Advisors
California
$1.27K – – –
IAIM
99
International Assets Investment Management
Florida
$1.23K +$90.4K +10,318 +852%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$9 +$9 +1 New
1 2 3
4
5

PML Hedge Fund Activity: Q3 2024 in Review

100 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q3 2024, worth a combined $91.8M — up 14% from $80.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PML positions and 9 closed out — a net gain of 1 holder — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.19M. The largest seller was Vivaldi Capital Management, exiting entirely with an estimated $1.37M sold.

  • 100 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $91.8M of PIMCO Municipal Income Fund II stock for Q3 2024, up 14% quarter-over-quarter.
  • 10 funds opened new PIMCO Municipal Income Fund II positions in Q3 2024 and 9 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund II buyer in Q3 2024 was Hennion & Walsh Asset Management, an estimated $2.19M added.
  • The largest PIMCO Municipal Income Fund II seller in Q3 2024 was Vivaldi Capital Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2024.