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PML

PIMCO Municipal Income Fund II

76 hedge funds and large institutions have $67.2M invested in PIMCO Municipal Income Fund II in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more funds holding

Funds holding: 7576 (+1)

0.36% less ownership

Funds ownership: 8.46%8.1% (-0.36%)

4% less capital invested

Capital invested by funds: $69.7M → $67.2M (-$2.49M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$12.7M +$991K +76,753 +9%
Bank of America
2
Bank of America
North Carolina
$10.9M +$155K +11,964 +1%
Morgan Stanley
3
Morgan Stanley
New York
$6.54M +$300K +23,259 +5%
AC
4
Alexandria Capital
Virginia
$6.28M -$39.6K -3,068 -0.6%
Baird Financial Group
5
Baird Financial Group
Wisconsin
$2.15M +$79K +6,112 +4%
AF
6
Affiance Financial
Minnesota
$1.93M +$231K +17,854 +14%
Wells Fargo
7
Wells Fargo
California
$1.58M -$501K -38,790 -25%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.54M +$172K +13,279 +13%
N
9
Nuveen
North Carolina
$1.52M
VanEck Associates
10
VanEck Associates
New York
$1.47M +$5.83K +451 +0.4%
Stifel Financial
11
Stifel Financial
Missouri
$1.22M -$100K -7,739 -8%
GCP
12
Gill Capital Partners
Colorado
$1.14M +$919K +71,169 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.06M +$284K +22,003 +38%
TCM
14
Traynor Capital Management
Pennsylvania
$1.02M -$145K -11,249 -13%
CCG
15
Ceeto Capital Group
Florida
$942K
LPL Financial
16
LPL Financial
California
$819K +$548K +42,400 +221%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$716K
BFEC
18
Benjamin F. Edwards & Company
Missouri
$693K +$3.5K +271 +0.5%
PGWM
19
Parisi Gray Wealth Management
New Jersey
$680K +$27K +2,088 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$678K -$2.53K -196 -0.4%
PAG
21
Private Advisor Group
New Jersey
$627K +$7.82K +605 +1%
WAM
22
Weiss Asset Management
Massachusetts
$614K +$595K +46,100 New
RJA
23
Raymond James & Associates
Florida
$577K +$23.5K +1,817 +4%
SAM
24
Selway Asset Management
$496K -$1.43M -110,400 -75%
BOS
25
Bank of Stockton
California
$491K

PML Hedge Fund Activity: Q4 2018 in Review

76 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PIMCO Municipal Income Fund II (PML) for Q4 2018, worth a combined $67.2M — down 3.6% from $69.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PML positions and 9 closed out — a net gain of 4 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $991K. The largest seller was Claybrook Capital, exiting entirely with an estimated $3.03M sold.

  • 76 institutional investors held PIMCO Municipal Income Fund II (PML) as of Q4 2018, up from 75 in Q3 2018.
  • Funds reported $67.2M of PIMCO Municipal Income Fund II stock for Q4 2018, down 3.6% quarter-over-quarter.
  • 13 funds opened new PIMCO Municipal Income Fund II positions in Q4 2018 and 9 closed out, a net change of +4 holders.
  • The largest PIMCO Municipal Income Fund II buyer in Q4 2018 was UBS Group, an estimated $991K added.
  • The largest PIMCO Municipal Income Fund II seller in Q4 2018 was Claybrook Capital, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2018.