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PNI

PIMCO New York Municipal Income Fund II

25 hedge funds and large institutions have $13.3M invested in PIMCO New York Municipal Income Fund II in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

1.06% less ownership

Funds ownership: 17.13%16.08% (-1.1%)

9% less capital invested

Capital invested by funds: $14.6M → $13.3M (-$1.25M)

11% less funds holding

Funds holding: 2825 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.26M -$437K -58,284 -16%
Lido Advisors
2
Lido Advisors
California
$1.88M -$216K -28,790 -10%
GC
3
Guggenheim Capital
Illinois
$1.65M +$99.9K +13,328 +6%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.47M +$142K +18,968 +11%
RCM
5
Robinson Capital Management
Michigan
$1.18M
UBS Group
6
UBS Group
Switzerland
$794K +$131K +17,469 +20%
MC
7
Matisse Capital
Oregon
$738K
LSC
8
Logan Stone Capital
Illinois
$549K -$119K -15,914 -18%
MWM
9
Melfa Wealth Management
Massachusetts
$451K +$637 +85 +0.1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$449K -$21.9K -2,925 -5%
Morgan Stanley
11
Morgan Stanley
New York
$431K -$321K -42,857 -42%
OBWG
12
Onyx Bridge Wealth Group
New York
$218K
Bank of America
13
Bank of America
North Carolina
$178K +$15K +2,000 +9%
LCM
14
Landscape Capital Management
New Jersey
$169K -$66.6K -8,886 -28%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$136K +$405 +54 +0.3%
HA
16
Herold Advisors
New York
$124K +$13.4K +1,783 +12%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$122K
DWM
18
Dopkins Wealth Management
New York
$116K
Osaic Holdings
19
Osaic Holdings
Arizona
$100K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$94.5K -$13.9K -1,857 -13%
Wells Fargo
21
Wells Fargo
California
$89.9K +$15.1K +2,017 +20%
LPL Financial
22
LPL Financial
California
$79.7K -$30.5K -4,070 -27%
WAM
23
Wolverine Asset Management
Illinois
$46.7K +$47.2K +6,299 New
SA
24
Scarborough Advisors
Maryland
$594
FIA
25
FNY Investment Advisers
New York
$1

PNI Hedge Fund Activity: Q1 2024 in Review

25 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PIMCO New York Municipal Income Fund II (PNI) for Q1 2024, worth a combined $13.3M — down 8.5% from $14.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PNI and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $142K. The largest seller was Rivernorth Capital Management, cutting an estimated $437K.

  • 25 institutional investors held PIMCO New York Municipal Income Fund II (PNI) as of Q1 2024, down from 28 in Q4 2023.
  • Funds reported $13.3M of PIMCO New York Municipal Income Fund II stock for Q1 2024, down 8.5% quarter-over-quarter.
  • 1 fund opened new PIMCO New York Municipal Income Fund II positions in Q1 2024 and 4 closed out, a net change of -3 holders.
  • The largest PIMCO New York Municipal Income Fund II buyer in Q1 2024 was Hennion & Walsh Asset Management, an estimated $142K added.
  • The largest PIMCO New York Municipal Income Fund II seller in Q1 2024 was Rivernorth Capital Management, an estimated $437K sold.

Based on aggregated 13F filings for Q1 2024.