PIMCO New York Municipal Income Fund II
31 hedge funds and large institutions have $17.7M invested in PIMCO New York Municipal Income Fund II in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $15.2M → $17.7M (+$2.43M)
7% more funds holding
Funds holding: 29 → 31 (+2)
4.75% more ownership
Funds ownership: 17.22% → 21.97% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.41M |
| 2 |
SCM
Saba Capital Management
New York
|
+$1.2M |
| 3 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$739K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$561K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$631K |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$602K |
| 3 |
PWM
Palumbo Wealth Management
Great Neck,
New York
|
-$487K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$318K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPAS
26
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $116K | – | – | – |
|
|
DWM
27
Dopkins Wealth Management
Williamsville,
New York
| $112K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $79K | -$12.9K | -1,727 | -14% |
|
|
HF
29
HRT Financial
New York
| $77K | +$81K | +10,852 | New |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $39.5K | +$41.1K | +5,510 | New |
|
|
FIA
31
FNY Investment Advisers
New York
| $1K | – | – | – |
|
|
RCM
32
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$602K | -76,316 | Closed |
|
|
PWM
33
Palumbo Wealth Management
Great Neck,
New York
| – | -$487K | -61,780 | Closed |
|
|
LCM
34
Landscape Capital Management
Englewood,
New Jersey
| – | -$134K | -17,035 | Closed |
|
PNI Hedge Fund Activity: Q4 2024 in Review
31 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund II (PNI) for Q4 2024, worth a combined $17.7M — up 16% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PNI positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $1.41M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $631K.
- 31 institutional investors held PIMCO New York Municipal Income Fund II (PNI) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $17.7M of PIMCO New York Municipal Income Fund II stock for Q4 2024, up 16% quarter-over-quarter.
- 6 funds opened new PIMCO New York Municipal Income Fund II positions in Q4 2024 and 3 closed out, a net change of +3 holders.
- The largest PIMCO New York Municipal Income Fund II buyer in Q4 2024 was Rivernorth Capital Management, an estimated $1.41M added.
- The largest PIMCO New York Municipal Income Fund II seller in Q4 2024 was Hennion & Walsh Asset Management, an estimated $631K sold.
Based on aggregated 13F filings for Q4 2024.