We are live on ! Find out more
PNF

PIMCO New York Municipal Income Fund

Delisted

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

28 hedge funds and large institutions have $11.2M invested in PIMCO New York Municipal Income Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

17% more funds holding

Funds holding: 2428 (+4)

8% more capital invested

Capital invested by funds: $10.4M → $11.2M (+$805K)

0.9% less ownership

Funds ownership: 18.96%18.06% (-0.9%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.56M +$738K +101,337 +45%
Lido Advisors
2
Lido Advisors
California
$1.53M +$1.41M +193,813 New
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.46M -$4.13K -567 -0.3%
GC
4
Guggenheim Capital
Illinois
$1.4M -$22.6K -3,102 -2%
UBS Group
5
UBS Group
Switzerland
$649K -$49.4K -6,778 -8%
MWM
6
Melfa Wealth Management
Massachusetts
$469K +$97.5K +13,386 +29%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$353K -$182K -24,920 -36%
AWS
8
Atria Wealth Solutions
New York
$329K -$5.54K -761 -2%
WAM
9
Wolverine Asset Management
Illinois
$301K +$170K +23,364 +156%
LCM
10
Landscape Capital Management
New Jersey
$283K +$263K +36,035 New
HKAM
11
Horizon Kinetics Asset Management
New York
$270K
LPL Financial
12
LPL Financial
California
$191K -$193K -26,490 -52%
MML Investors Services
13
MML Investors Services
Massachusetts
$187K +$955 +131 +0.6%
Bank of America
14
Bank of America
North Carolina
$178K -$21.3K -2,928 -11%
AC
15
Almitas Capital
California
$161K +$149K +20,428 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$147K +$306 +42 +0.2%
IAIM
17
International Assets Investment Management
Florida
$140K
CFGSD
18
Compass Financial Group (South Dakota)
South Dakota
$124K
CS
19
Credit Suisse
Switzerland
$122K
VF
20
Virtu Financial
New York
$97K +$90.2K +12,383 New
LSC
21
Logan Stone Capital
Illinois
$91.6K +$84.9K +11,652 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$46K
Osaic Holdings
23
Osaic Holdings
Arizona
$26.1K -$34.2K -4,688 -59%
Wells Fargo
24
Wells Fargo
California
$23.6K +$19.7K +2,700 +900%
GWSG
25
GPS Wealth Strategies Group
Colorado
$14.6K

PNF Hedge Fund Activity: Q4 2023 in Review

28 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund (PNF) for Q4 2023, worth a combined $11.2M — up 7.8% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PNF positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $1.41M. The largest seller was LPL Financial, cutting an estimated $193K.

  • 28 institutional investors held PIMCO New York Municipal Income Fund (PNF) as of Q4 2023, up from 24 in Q3 2023.
  • Funds reported $11.2M of PIMCO New York Municipal Income Fund stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 6 funds opened new PIMCO New York Municipal Income Fund positions in Q4 2023 and 1 closed out, a net change of +5 holders.
  • The largest PIMCO New York Municipal Income Fund buyer in Q4 2023 was Lido Advisors, an estimated $1.41M added.
  • The largest PIMCO New York Municipal Income Fund seller in Q4 2023 was LPL Financial, an estimated $193K sold.

Based on aggregated 13F filings for Q4 2023.