PNI

PIMCO New York Municipal Income Fund II

31 hedge funds and large institutions have $17.7M invested in PIMCO New York Municipal Income Fund II in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MC
1
Matisse Capital
Oregon
$1.79M 250,000
SCM
2
Saba Capital Management
New York
$1.77M 246,868 +160,205 +185%
RCM
3
Rivernorth Capital Management
Florida
$1.72M 239,612 +188,529 +369%
Lido Advisors
4
Lido Advisors
California
$1.62M 225,628 -13,425 -6%
GC
5
Guggenheim Capital
Illinois
$1.48M 206,950 +12,042 +6%
LSC
6
Logan Stone Capital
Illinois
$1.2M 167,280 +75,132 +82%
SIA
7
Sit Investment Associates
Minnesota
$919K 128,388 +58,650 +84%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$912K 127,376 -84,453 -40%
RP
9
Riverbridge Partners
Minnesota
$708K 98,934 +98,934 New
WAM
10
Wolverine Asset Management
Illinois
$623K 86,998 +21,691 +33%
Bank of America
11
Bank of America
North Carolina
$513K 71,706 +50,687 +241%
Raymond James Financial
12
Raymond James Financial
Florida
$486K 67,938 +67,938 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$463K 64,613 +46,155 +250%
NWMP
14
Noble Wealth Management PBC
Colorado
$446K 62,325 +62,325 New
MWM
15
Melfa Wealth Management
Massachusetts
$441K 61,598 +753 +1%
UBS Group
16
UBS Group
Switzerland
$416K 58,079 -42,596 -42%
Morgan Stanley
17
Morgan Stanley
New York
$334K 46,689 -438 -0.9%
MAM
18
Morse Asset Management
Connecticut
$292K 40,779 +17,767 +77%
OBWG
19
Onyx Bridge Wealth Group
New York
$216K 30,111
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$178K 24,890 +24,890 New
Wells Fargo
21
Wells Fargo
California
$174K 24,243 +6,850 +39%
BI
22
Beckerman Institutional
New Jersey
$163K 22,715 +7,488 +49%
LPL Financial
23
LPL Financial
California
$136K 19,025
HA
24
Herold Advisors
New York
$121K 16,837 +50 +0.3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$118K 16,489