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PNI

PIMCO New York Municipal Income Fund II

57 hedge funds and large institutions have $53.2M invested in PIMCO New York Municipal Income Fund II in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,854% more capital invested

Capital invested by funds: $2.72M → $53.2M (+$50.5M)

1,325% more funds holding

Funds holding: 457 (+53)

30.69% more ownership

Funds ownership: 1.65%32.34% (+31%)

Holders
57
Holders Change
+53
Holders Change %
+1,325%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
53
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$419K +$428K +61,134 New
SIA
27
Sit Investment Associates
Minnesota
$372K +$380K +54,374 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$333K +$340K +48,557 New
HKAM
29
Horizon Kinetics Asset Management
New York
$258K +$263K +37,634 New
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$229K +$234K +33,489 New
FPAS
31
Focus Partners Advisor Solutions
Missouri
$200K +$204K +29,202 New
DWM
32
Dopkins Wealth Management
New York
$196K +$200K +28,646 New
MML Investors Services
33
MML Investors Services
Massachusetts
$193K +$197K +28,116 New
UBS Group
34
UBS Group
Switzerland
$187K +$191K +27,311 New
CCG
35
Catalina Capital Group
California
$180K +$183K +26,206 New
DWM
36
Dakota Wealth Management
Florida
$168K +$171K +24,500 New
SFS
37
Sowell Financial Services
Arkansas
$161K +$164K +23,500 New
MWM
38
Maltin Wealth Management
New Jersey
$150K +$153K +21,924 New
IP
39
Indivisible Partners
Florida
$118K +$121K +17,250 New
CFGSD
40
Compass Financial Group (South Dakota)
South Dakota
$112K +$114K +16,303 New
LPL Financial
41
LPL Financial
California
$101K +$103K +14,743 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$99.3K +$101K +14,499 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$83.7K +$85.5K +12,226 New
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$80K +$81.7K +11,684 New
HA
45
Herold Advisors
New York
$78K +$79.6K +11,385 New
WFA
46
Wellspring Financial Advisors
Ohio
$75.7K +$77.3K +11,058 New
FIT
47
Financially in Tune
Massachusetts
$72.1K +$73.7K +10,531 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$71.4K +$72.9K +10,427 New
GWM
49
Geneos Wealth Management
Colorado
$66.7K
Osaic Holdings
50
Osaic Holdings
Arizona
$65.3K +$66.7K +9,537 New