PNI

PIMCO New York Municipal Income Fund II

27 hedge funds and large institutions have $12.4M invested in PIMCO New York Municipal Income Fund II in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$2.22M 286,671 +192,211 +203%
CC
2
Claybrook Capital
Massachusetts
$2.18M 281,593
GC
3
Guggenheim Capital
Illinois
$1.87M 242,145 +31,754 +15%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.39M 179,630 -69,409 -28%
UBS Group
5
UBS Group
Switzerland
$811K 104,922 -8,866 -8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$506K 65,452 -2,951 -4%
MWM
7
Melfa Wealth Management
Massachusetts
$477K 61,718 +98 +0.2%
Bank of America
8
Bank of America
North Carolina
$468K 60,516 +37,992 +169%
LSC
9
Logan Stone Capital
Illinois
$406K 52,495 +14,800 +39%
Morgan Stanley
10
Morgan Stanley
New York
$283K 36,552 -2,948 -7%
OBWG
11
Onyx Bridge Wealth Group
New York
$243K 31,469
Cohen & Steers
12
Cohen & Steers
New York
$177K 22,957
Osaic Holdings
13
Osaic Holdings
Arizona
$162K 21,009 +25 +0.1%
WAM
14
Wolverine Asset Management
Illinois
$160K 20,747 +20,747 New
Wells Fargo
15
Wells Fargo
California
$134K 17,383 +760 +5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$125K 16,108 +200 +1%
DWM
17
Dopkins Wealth Management
New York
$120K 15,585
LPL Financial
18
LPL Financial
California
$97.8K 12,651 +12,651 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$96.2K 12,442 +12,442 New
NA
20
NewEdge Advisors
Louisiana
$95.5K 12,400 +400 +3%
ACA
21
Ackerman Capital Advisors
Texas
$88.4K 11,435 +11,435 New
BAAM
22
Baker Avenue Asset Management
California
$86.4K 11,183
HA
23
Herold Advisors
New York
$83.2K 10,764 +29 +0.3%
LCM
24
Landscape Capital Management
New Jersey
$81.1K 10,488 +10,488 New
FWM
25
Focused Wealth Management
New York
$67.7K 8,758 -7,792 -47%