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PML

PIMCO Municipal Income Fund II

58 hedge funds and large institutions have $45.9M invested in PIMCO Municipal Income Fund II in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

2% more funds holding

Funds holding: 5758 (+1)

0.25% less ownership

Funds ownership: 6.57%6.32% (-0.25%)

1% less capital invested

Capital invested by funds: $46.5M → $45.9M (-$529K)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$7.29M -$308K -25,906 -4%
Cohen & Steers
2
Cohen & Steers
New York
$6.17M +$376K +31,596 +7%
RCM
3
Rivernorth Capital Management
Florida
$4.5M -$376K -31,577 -8%
Bank of America
4
Bank of America
North Carolina
$3.87M -$350K -29,408 -8%
Morgan Stanley
5
Morgan Stanley
New York
$3.52M -$176K -14,793 -5%
GC
6
Guggenheim Capital
Illinois
$2.52M -$1.68M -141,406 -40%
LPL Financial
7
LPL Financial
California
$1.79M -$29.7K -2,491 -2%
N
8
Nuveen
North Carolina
$1.75M +$5.95K +500 +0.3%
AC
9
Alexandria Capital
Virginia
$1.55M +$134K +11,274 +10%
U
10
UBS
Switzerland
$1.41M +$438K +36,809 +45%
FAAS
11
First Allied Advisory Services
California
$1.35M +$3.82K +321 +0.3%
SIA
12
Sit Investment Associates
Minnesota
$1.22M
Wells Fargo
13
Wells Fargo
California
$1.09M +$229K +19,193 +27%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$729K
Stifel Financial
15
Stifel Financial
Missouri
$703K +$14.7K +1,238 +2%
CIA
16
Capital Investment Advisors
Georgia
$597K -$6.01K -505 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$469K +$36.6K +3,075 +8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$424K
RJA
19
Raymond James & Associates
Florida
$419K -$18.2K -1,525 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$396K +$161K +13,500 +69%
VanEck Associates
21
VanEck Associates
New York
$392K +$74.6K +6,269 +24%
TFA
22
Transamerica Financial Advisors
Florida
$389K -$107K -9,000 -22%
HK
23
Horizon Kinetics
New York
$373K -$298 -25 -0.1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$343K +$36.1K +3,031 +12%
ICAS
25
Investors Capital Advisory Services
Massachusetts
$235K

PML Hedge Fund Activity: Q2 2014 in Review

58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q2 2014, worth a combined $45.9M — down 1.1% from $46.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PML positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 13 trimmed.

The largest buyer was UBS, adding an estimated $438K. The largest seller was Guggenheim Capital, cutting an estimated $1.68M.

  • 58 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q2 2014, up from 57 in Q1 2014.
  • Funds reported $45.9M of PIMCO Municipal Income Fund II stock for Q2 2014, down 1.1% quarter-over-quarter.
  • 5 funds opened new PIMCO Municipal Income Fund II positions in Q2 2014 and 4 closed out, a net change of +1 holder.
  • The largest PIMCO Municipal Income Fund II buyer in Q2 2014 was UBS, an estimated $438K added.
  • The largest PIMCO Municipal Income Fund II seller in Q2 2014 was Guggenheim Capital, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2014.