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PML

PIMCO Municipal Income Fund II

57 hedge funds and large institutions have $46.5M invested in PIMCO Municipal Income Fund II in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $45.6M → $46.5M (+$844K)

0.52% less ownership

Funds ownership: 7.09%6.57% (-0.52%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

3% less funds holding

Funds holding: 5957 (-2)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$7.37M -$1.7M -148,608 -19%
Cohen & Steers
2
Cohen & Steers
New York
$5.62M +$888K +77,622 +19%
RCM
3
Rivernorth Capital Management
Florida
$4.74M -$549K -47,936 -11%
Bank of America
4
Bank of America
North Carolina
$4.1M -$399K -34,905 -9%
GC
5
Guggenheim Capital
Illinois
$4.09M -$619K -54,111 -13%
Morgan Stanley
6
Morgan Stanley
New York
$3.58M +$285K +24,909 +9%
LPL Financial
7
LPL Financial
California
$1.77M -$778 -68 -0%
N
8
Nuveen
North Carolina
$1.69M
AC
9
Alexandria Capital
Virginia
$1.37M +$549K +47,991 +68%
FAAS
10
First Allied Advisory Services
California
$1.3M -$75.6K -6,610 -6%
SIA
11
Sit Investment Associates
Minnesota
$1.18M
U
12
UBS
Switzerland
$942K -$190K -16,636 -17%
Wells Fargo
13
Wells Fargo
California
$837K +$43K +3,754 +5%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$707K -$167K -14,570 -19%
Stifel Financial
15
Stifel Financial
Missouri
$668K +$659K +57,559 New
CIA
16
Capital Investment Advisors
Georgia
$585K +$138K +12,020 +31%
TFA
17
Transamerica Financial Advisors
Florida
$481K +$286K +25,000 +152%
RJA
18
Raymond James & Associates
Florida
$424K -$142K -12,428 -25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$420K +$78.3K +6,840 +23%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$412K +$120K +10,500 +42%
HK
21
Horizon Kinetics
New York
$362K
VanEck Associates
22
VanEck Associates
New York
$307K -$4.45K -389 -1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$298K -$26.4K -2,303 -8%
MFS
24
MSI Financial Services
Massachusetts
$247K +$26.9K +2,350 +12%
DADC
25
D.A. Davidson & Co
Montana
$236K +$234K +20,448 New

PML Hedge Fund Activity: Q1 2014 in Review

57 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q1 2014, worth a combined $46.5M — up 1.9% from $45.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PML and 8 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Cohen & Steers, adding an estimated $888K. The largest seller was Invesco, cutting an estimated $1.7M.

  • 57 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q1 2014, down from 59 in Q4 2013.
  • Funds reported $46.5M of PIMCO Municipal Income Fund II stock for Q1 2014, up 1.9% quarter-over-quarter.
  • 8 funds opened new PIMCO Municipal Income Fund II positions in Q1 2014 and 10 closed out, a net change of -2 holders.
  • The largest PIMCO Municipal Income Fund II buyer in Q1 2014 was Cohen & Steers, an estimated $888K added.
  • The largest PIMCO Municipal Income Fund II seller in Q1 2014 was Invesco, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2014.