PNI

PIMCO New York Municipal Income Fund II
PNI

Overview Fund Activity

32 hedge funds and large institutions have $18.9M invested in PIMCO New York Municipal Income Fund II in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+1
Holders Change %
+3.23%
% 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
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$1.22M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$898K
3
SCM
Saba Capital Management
New York
+$642K
4
LSC
Logan Stone Capital
Illinois
+$393K
5
SIA
Sit Investment Associates
Minnesota
+$354K

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$1.62M
2
WAM
Wolverine Asset Management
Illinois
-$623K
3
Bank of America
Bank of America
North Carolina
-$205K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$150K
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$2.92M +$1.22M +172,978 +72%
SCM
2
Saba Capital Management
New York
$2.39M +$642K +90,687 +37%
MC
3
Matisse Capital
Oregon
$1.77M – – –
GC
4
Guggenheim Capital
Illinois
$1.58M +$119K +16,823 +8%
LSC
5
Logan Stone Capital
Illinois
$1.58M +$393K +55,495 +33%
SIA
6
Sit Investment Associates
Minnesota
$1.26M +$354K +50,000 +39%
Verition Fund Management
7
Verition Fund Management
Connecticut
$898K +$898K +126,805 New
RP
8
Riverbridge Partners
Minnesota
$765K +$64.9K +9,169 +9%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$752K -$150K -21,203 -17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$458K +$623 +88 +0.1%
Raymond James Financial
11
Raymond James Financial
Florida
$437K -$44.4K -6,268 -9%
MWM
12
Melfa Wealth Management
Massachusetts
$436K – – –
UBS Group
13
UBS Group
Switzerland
$433K +$21.4K +3,023 +5%
NWMP
14
Noble Wealth Management PBC
Colorado
$398K -$43.4K -6,125 -10%
Morgan Stanley
15
Morgan Stanley
New York
$330K -$956 -135 -0.3%
AC
16
Almitas Capital
California
$327K +$327K +46,186 New
MAM
17
Morse Asset Management
Connecticut
$310K +$21.2K +2,998 +7%
Bank of America
18
Bank of America
North Carolina
$303K -$205K -28,971 -40%
BI
19
Beckerman Institutional
New Jersey
$277K +$116K +16,389 +72%
OBWG
20
Onyx Bridge Wealth Group
New York
$208K -$5.55K -784 -3%
Wells Fargo
21
Wells Fargo
California
$189K +$17.7K +2,500 +10%
LPL Financial
22
LPL Financial
California
$135K – – –
Citadel Advisors
23
Citadel Advisors
Florida
$126K +$126K +17,752 New
HA
24
Herold Advisors
New York
$120K +$368 +52 +0.3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$117K – – –
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