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PML

PIMCO Municipal Income Fund II

67 hedge funds and large institutions have $57.2M invested in PIMCO Municipal Income Fund II in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

18% more capital invested

Capital invested by funds: $48.6M → $57.2M (+$8.53M)

10% more funds holding

Funds holding: 6167 (+6)

0.77% more ownership

Funds ownership: 6.91%7.68% (+0.77%)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.63M +$2.64M +215,195 +54%
Invesco
2
Invesco
Georgia
$6.31M -$49.7K -4,060 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$5.88M -$503K -41,046 -8%
UBS Group
4
UBS Group
Switzerland
$5.6M +$1.73M +141,368 +46%
Cohen & Steers
5
Cohen & Steers
New York
$5.52M +$50.6K +4,128 +0.9%
LPL Financial
6
LPL Financial
California
$2.95M +$1.55M +126,900 +120%
AC
7
Alexandria Capital
Virginia
$2.48M +$14.3K +1,164 +0.6%
Wells Fargo
8
Wells Fargo
California
$1.62M -$95.3K -7,778 -6%
TCM
9
Traynor Capital Management
Pennsylvania
$1.48M -$2.56K -209 -0.2%
SAM
10
Selway Asset Management
$1.1M +$154K +12,600 +17%
AF
11
Affiance Financial
Minnesota
$1.06M +$300K +24,470 +41%
SIA
12
Sit Investment Associates
Minnesota
$1.05M
RCM
13
Robinson Capital Management
Michigan
$1M +$980K +79,982 New
Stifel Financial
14
Stifel Financial
Missouri
$936K -$3.34K -273 -0.4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$845K +$227K +18,500 +38%
ICAS
16
Investors Capital Advisory Services
Massachusetts
$831K +$141K +11,500 +21%
CIA
17
Capital Investment Advisors
Georgia
$751K -$7.84K -640 -1%
VanEck Associates
18
VanEck Associates
New York
$711K +$82.6K +6,746 +13%
GKWIM
19
Gerber Kawasaki Wealth & Investment Management
California
$683K +$669K +54,630 New
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$673K
BFEC
21
Benjamin F. Edwards & Company
Missouri
$524K +$29.9K +2,443 +6%
HCM
22
Hollencrest Capital Management
California
$486K +$149K +12,140 +45%
FFA
23
First Foundation Advisors
California
$481K
RJA
24
Raymond James & Associates
Florida
$477K +$15.3K +1,248 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$451K -$85.1K -6,951 -16%

PML Hedge Fund Activity: Q4 2015 in Review

67 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q4 2015, worth a combined $57.2M — up 18% from $48.6M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PML positions and 7 closed out — a net gain of 6 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $2.64M. The largest seller was Liberty Street Advisors, exiting entirely with an estimated $1.31M sold.

  • 67 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q4 2015, up from 61 in Q3 2015.
  • Funds reported $57.2M of PIMCO Municipal Income Fund II stock for Q4 2015, up 18% quarter-over-quarter.
  • 13 funds opened new PIMCO Municipal Income Fund II positions in Q4 2015 and 7 closed out, a net change of +6 holders.
  • The largest PIMCO Municipal Income Fund II buyer in Q4 2015 was Bank of America, an estimated $2.64M added.
  • The largest PIMCO Municipal Income Fund II seller in Q4 2015 was Liberty Street Advisors, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2015.