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PML

PIMCO Municipal Income Fund II

66 hedge funds and large institutions have $44M invested in PIMCO Municipal Income Fund II in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more funds holding

Funds holding: 6466 (+2)

4% more capital invested

Capital invested by funds: $42.3M → $44M (+$1.67M)

0.12% more ownership

Funds ownership: 5.98%6.1% (+0.12%)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
19
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$7.12M +$70K +5,929 +1%
Cohen & Steers
2
Cohen & Steers
New York
$5.2M -$1.14M -96,670 -18%
Bank of America
3
Bank of America
North Carolina
$3.96M -$11.5K -978 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$3.69M +$294K +24,907 +9%
UBS Group
5
UBS Group
Switzerland
$3.32M +$3.3M +279,563 New
GC
6
Guggenheim Capital
Illinois
$2.18M -$195K -16,565 -8%
AC
7
Alexandria Capital
Virginia
$1.96M +$90.1K +7,637 +5%
LPL Financial
8
LPL Financial
California
$1.91M +$238K +20,197 +14%
N
9
Nuveen
North Carolina
$1.84M +$80.9K +6,854 +5%
Wells Fargo
10
Wells Fargo
California
$1.09M +$7.76K +658 +0.7%
TCM
11
Traynor Capital Management
Pennsylvania
$939K +$934K +79,111 New
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$725K
Stifel Financial
13
Stifel Financial
Missouri
$715K -$45.8K -3,877 -6%
CIA
14
Capital Investment Advisors
Georgia
$589K -$5.25K -445 -0.9%
VanEck Associates
15
VanEck Associates
New York
$515K +$55.2K +4,674 +12%
LSA
16
Liberty Street Advisors
New York
$508K +$505K +42,785 New
SG Americas Securities
17
SG Americas Securities
New York
$466K +$463K +39,241 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$452K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$423K +$9.55K +809 +2%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$422K
RJA
21
Raymond James & Associates
Florida
$391K -$22.4K -1,901 -5%
FFA
22
First Foundation Advisors
California
$382K +$99.2K +8,410 +35%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$377K +$131K +11,134 +54%
TFA
24
Transamerica Financial Advisors
Florida
$375K
ICAS
25
Investors Capital Advisory Services
Massachusetts
$344K +$110K +9,300 +47%

PML Hedge Fund Activity: Q4 2014 in Review

66 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q4 2014, worth a combined $44M — up 3.9% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PML positions and 11 closed out — a net gain of 4 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $463K. The largest seller was Cohen & Steers, cutting an estimated $1.14M.

  • 66 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q4 2014, up from 64 in Q3 2014.
  • Funds reported $44M of PIMCO Municipal Income Fund II stock for Q4 2014, up 3.9% quarter-over-quarter.
  • 15 funds opened new PIMCO Municipal Income Fund II positions in Q4 2014 and 11 closed out, a net change of +4 holders.
  • The largest PIMCO Municipal Income Fund II buyer in Q4 2014 was SG Americas Securities, an estimated $463K added.
  • The largest PIMCO Municipal Income Fund II seller in Q4 2014 was Cohen & Steers, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2014.