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PNI

PIMCO New York Municipal Income Fund II

20 hedge funds and large institutions have $9.54M invested in PIMCO New York Municipal Income Fund II in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.28% less ownership

Funds ownership: 11.18%10.9% (-0.28%)

13% less capital invested

Capital invested by funds: $10.9M → $9.54M (-$1.41M)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1
Claybrook Capital
Massachusetts
$2.2M
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.81M -$265K -29,328 -11%
GC
3
Guggenheim Capital
Illinois
$1.63M +$104K +11,497 +6%
RCM
4
Rivernorth Capital Management
Florida
$788K -$305K -33,863 -25%
Morgan Stanley
5
Morgan Stanley
New York
$746K +$17.1K +1,900 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$538K -$361 -40 -0.1%
UBS Group
7
UBS Group
Switzerland
$522K -$20.1K -2,223 -3%
Cohen & Steers
8
Cohen & Steers
New York
$281K -$27.1K -3,000 -8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$147K +$622 +69 +0.4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$134K +$29.4K +3,260 +24%
DWM
11
Dopkins Wealth Management
New York
$122K
Wells Fargo
12
Wells Fargo
California
$121K +$45.1K +4,998 +48%
Osaic Holdings
13
Osaic Holdings
Arizona
$117K +$135K +14,953 New
NA
14
NewEdge Advisors
Louisiana
$94K +$9.02K +1,000 +9%
BAAM
15
Baker Avenue Asset Management
California
$87K
OBWG
16
Onyx Bridge Wealth Group
New York
$87K
HA
17
Herold Advisors
New York
$83K +$271 +30 +0.3%
LC
18
Lindbrook Capital
California
$18K
Bank of America
19
Bank of America
North Carolina
$13K +$5.41K +600 +60%
FIA
20
FNY Investment Advisers
New York
$1K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$13K -1,460 Closed

PNI Hedge Fund Activity: Q3 2022 in Review

20 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund II (PNI) for Q3 2022, worth a combined $9.54M — down 13% from $10.9M a quarter earlier.

Fund positioning in PNI was balanced in Q3 2022: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $135K. The largest seller was Rivernorth Capital Management, cutting an estimated $305K.

  • 20 institutional investors held PIMCO New York Municipal Income Fund II (PNI) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $9.54M of PIMCO New York Municipal Income Fund II stock for Q3 2022, down 13% quarter-over-quarter.
  • 1 fund opened new PIMCO New York Municipal Income Fund II positions in Q3 2022 and 1 closed out, a net change of 0 holders.
  • The largest PIMCO New York Municipal Income Fund II buyer in Q3 2022 was Osaic Holdings, an estimated $135K added.
  • The largest PIMCO New York Municipal Income Fund II seller in Q3 2022 was Rivernorth Capital Management, an estimated $305K sold.

Based on aggregated 13F filings for Q3 2022.