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PNF

PIMCO New York Municipal Income Fund

Delisted

PNF was delisted on the 1st of August, 2025.

26 hedge funds and large institutions have $13.5M invested in PIMCO New York Municipal Income Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

13% more funds holding

Funds holding: 2326 (+3)

8% more capital invested

Capital invested by funds: $12.5M → $13.5M (+$998K)

0.95% more ownership

Funds ownership: 14.42%15.37% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
8
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Claybrook Capital
Massachusetts
$3.98M +$98.7K +8,620 +2%
Morgan Stanley
2
Morgan Stanley
New York
$2.06M +$202K +17,636 +11%
GC
3
Guggenheim Capital
Illinois
$1.34M +$4.01K +350 +0.3%
UBS Group
4
UBS Group
Switzerland
$1.01M -$142K -12,397 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$889K -$75.7K -6,609 -8%
ACA
6
Ackerman Capital Advisors
Texas
$693K +$680K +59,362 New
KAS
7
Kestra Advisory Services
Texas
$587K +$286K +24,996 +98%
HKAM
8
Horizon Kinetics Asset Management
New York
$526K -$19.2K -1,680 -4%
Creative Planning
9
Creative Planning
Kansas
$409K
LPL Financial
10
LPL Financial
California
$307K +$36.3K +3,165 +14%
MML Investors Services
11
MML Investors Services
Massachusetts
$298K +$30.4K +2,658 +12%
Bank of America
12
Bank of America
North Carolina
$231K
CS
13
Credit Suisse
Switzerland
$181K
IAIM
14
International Assets Investment Management
Florida
$180K -$5.73K -500 -3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$168K +$1.99K +174 +1%
WAM
16
Wolverine Asset Management
Illinois
$131K +$129K +11,235 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$99K
Osaic Holdings
18
Osaic Holdings
Arizona
$92K -$152K -13,286 -63%
SPIA
19
Steward Partners Investment Advisory
New York
$79K
Wells Fargo
20
Wells Fargo
California
$78K -$244K -21,258 -76%
PFO
21
Pathstone Family Office
New Jersey
$56K +$55.4K +4,835 New
Citigroup
22
Citigroup
New York
$55K
SW
23
SVB Wealth
Massachusetts
$23K
Deutsche Bank
24
Deutsche Bank
Germany
$18K
FWM
25
Focused Wealth Management
New York
$13K +$137 +12 +1%

PNF Hedge Fund Activity: Q4 2020 in Review

26 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund (PNF) for Q4 2020, worth a combined $13.5M — up 8% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PNF positions and 0 closed out — a net gain of 3 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Ackerman Capital Advisors, opening a new position worth an estimated $680K. The largest seller was Wells Fargo, cutting an estimated $244K.

  • 26 institutional investors held PIMCO New York Municipal Income Fund (PNF) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $13.5M of PIMCO New York Municipal Income Fund stock for Q4 2020, up 8% quarter-over-quarter.
  • 3 funds opened new PIMCO New York Municipal Income Fund positions in Q4 2020 and 0 closed out, a net change of +3 holders.
  • The largest PIMCO New York Municipal Income Fund buyer in Q4 2020 was Ackerman Capital Advisors, an estimated $680K added.
  • The largest PIMCO New York Municipal Income Fund seller in Q4 2020 was Wells Fargo, an estimated $244K sold.

Based on aggregated 13F filings for Q4 2020.