PNI

PIMCO New York Municipal Income Fund II

28 hedge funds and large institutions have $14.6M invested in PIMCO New York Municipal Income Fund II in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$2.75M 362,953 -5,908 -2%
Lido Advisors
2
Lido Advisors
California
$2.15M 281,593 +281,593 New
GC
3
Guggenheim Capital
Illinois
$1.58M 208,461 -21,029 -9%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.36M 179,454 +6,168 +4%
RCM
5
Robinson Capital Management
Michigan
$1.24M 164,128 +164,128 New
Morgan Stanley
6
Morgan Stanley
New York
$766K 100,896 +61,178 +154%
MC
7
Matisse Capital
Oregon
$755K 99,507 +99,507 New
LSC
8
Logan Stone Capital
Illinois
$682K 89,839 +29,545 +49%
UBS Group
9
UBS Group
Switzerland
$679K 89,491 -25,479 -22%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$482K 63,499 -1,201 -2%
MWM
11
Melfa Wealth Management
Massachusetts
$461K 60,732 +100 +0.2%
LCM
12
Landscape Capital Management
New Jersey
$241K 31,729 +20,648 +186%
OBWG
13
Onyx Bridge Wealth Group
New York
$233K 30,685 -784 -2%
Bank of America
14
Bank of America
North Carolina
$167K 22,026 -40,343 -65%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$139K 18,292 +60 +0.3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$125K 16,489
DWM
17
Dopkins Wealth Management
New York
$118K 15,585
HA
18
Herold Advisors
New York
$113K 14,902 +4,084 +38%
LPL Financial
19
LPL Financial
California
$112K 14,814 -14,002 -49%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$111K 14,598 -56 -0.4%
Osaic Holdings
21
Osaic Holdings
Arizona
$103K 13,544 -15,658 -54%
BAAM
22
Baker Avenue Asset Management
California
$84.9K 11,183
Wells Fargo
23
Wells Fargo
California
$76.6K 10,096 +1,721 +21%
FWM
24
Focused Wealth Management
New York
$25.1K 3,308 +44 +1%
FGA
25
Fortis Group Advisors
New Jersey
$8.83K 1,164 +582 +100%