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PML

PIMCO Municipal Income Fund II

57 hedge funds and large institutions have $48.9M invested in PIMCO Municipal Income Fund II in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

11% more capital invested

Capital invested by funds: $44M → $48.9M (+$4.9M)

0.34% more ownership

Funds ownership: 6.1%6.44% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 6657 (-9)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
57
Holders Change
-9
Holders Change %
-13.64%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
21
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$6.92M -$544K -44,213 -7%
Cohen & Steers
2
Cohen & Steers
New York
$5.26M -$193K -15,679 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.97M +$1.08M +87,600 +28%
Bank of America
4
Bank of America
North Carolina
$4.33M +$159K +12,952 +4%
UBS Group
5
UBS Group
Switzerland
$3.4M -$86.3K -7,008 -3%
AC
6
Alexandria Capital
Virginia
$2.39M +$323K +26,279 +16%
GC
7
Guggenheim Capital
Illinois
$2.05M -$235K -19,131 -10%
LSA
8
Liberty Street Advisors
New York
$2.02M +$1.46M +118,950 +278%
N
9
Nuveen
North Carolina
$1.94M
LPL Financial
10
LPL Financial
California
$1.91M -$102K -8,254 -5%
Wells Fargo
11
Wells Fargo
California
$1.17M +$25.3K +2,056 +2%
TCM
12
Traynor Capital Management
Pennsylvania
$1.12M +$133K +10,821 +14%
Stifel Financial
13
Stifel Financial
Missouri
$794K +$42K +3,409 +6%
SAM
14
Selway Asset Management
$794K +$444K +36,100 +131%
Fifth Third Bancorp
15
Fifth Third Bancorp
Ohio
$762K
CIA
16
Capital Investment Advisors
Georgia
$645K +$25.4K +2,065 +4%
VanEck Associates
17
VanEck Associates
New York
$594K +$52.3K +4,251 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$487K +$42K +3,413 +10%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$478K +$3.29K +267 +0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$474K +$127K +10,342 +37%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$456K +$58.8K +4,776 +15%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$443K
B
23
Baird
Wisconsin
$422K +$136K +11,050 +48%
FFA
24
First Foundation Advisors
California
$402K
RJA
25
Raymond James & Associates
Florida
$391K -$19.7K -1,599 -5%

PML Hedge Fund Activity: Q1 2015 in Review

57 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q1 2015, worth a combined $48.9M — up 11% from $44M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PML and 3 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 21 added.

The largest buyer was Liberty Street Advisors, adding an estimated $1.46M. The largest seller was Invesco, cutting an estimated $544K.

  • 57 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q1 2015, down from 66 in Q4 2014.
  • Funds reported $48.9M of PIMCO Municipal Income Fund II stock for Q1 2015, up 11% quarter-over-quarter.
  • 3 funds opened new PIMCO Municipal Income Fund II positions in Q1 2015 and 10 closed out, a net change of -7 holders.
  • The largest PIMCO Municipal Income Fund II buyer in Q1 2015 was Liberty Street Advisors, an estimated $1.46M added.
  • The largest PIMCO Municipal Income Fund II seller in Q1 2015 was Invesco, an estimated $544K sold.

Based on aggregated 13F filings for Q1 2015.