Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Mun Income Fd II (PML)

153 + Investors. Track Smart Money conviction in PML. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -12
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — PML

Based on 154 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PML positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
154 funds currently hold this stock — 93% of the 3.0-year high of 166 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 6Q
+59 new funds entered over the past year (+62% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

79 buying73 selling
Last quarter: 79 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 19 → 61 → 33 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 20% medium ■ 30% new
77 out of 154 hedge funds have held PML for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

14 → 19 → 61 → 33 → 23 new funds/Q
New funds entering each quarter: 19 → 61 → 33 → 23. PML is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 11% 1-2yr ■ 35% new
Of 154 current holders: 83 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
15 of 154 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PML

In 2026 Q1, 79 hedge funds were net buyers of PML (23 opened a new position, 56 added to an existing one), while 73 reduced or exited (38 trimmed, 35 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -12 funds (more exits than new entries). Total institutional holders: 154.

Hedge Fund Ownership: PML

How many hedge funds hold PML — quarterly history vs. share price
Quarterly hedge fund ownership of PML vs. share price

Market Analysis: PML

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PML

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco Mun Income Fd II (PML) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PML has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
PML
nan%
XLF
+9.5%

PML outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
PML
nan%
XLF
+5.8%

Since the filing became public, PML outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PML
153 + Investors

Track Smart Money conviction in PML. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 153 166 -7.83%
13F Shares 40M 37M 7.65%
Total Value $294M $284M 3.77%
New Positions 22 33 -11
Increased Positions 56 46 +10
Closed Positions 35 17 +18
Reduced Positions 38 55 -17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PML

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Financial Highlights

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Institutional Holders (2026 Q1)

153 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PML. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PML holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bramshill Investments, LLC 4.94% 7,577,061 $57.4M
2 Gridiron Partners, LLC 2.95% 637,270 $4.8M
3 Williams & Novak, LLC 2.11% 371,143 $2.8M
4 Wagner Wealth Management, LLC 1.65% 1,082,412 $8.2M
5 Rivernorth Capital Management, LLC 1.61% 4,251,528 $32.2M
6 Robinson Capital Management, LLC 1.59% 510,050 $3.8M
7 Worthington Financial Partners, LLC 1.30% 199,149 $1.5M
8 Melfa Wealth Management, INC. 0.67% 153,692 $1.2M
9 Hennion & Walsh Asset Management, Inc. 0.66% 2,602,156 $19.7M
10 Gill Capital Partners, LLC 0.58% 264,164 $2.0M
11 Wakefield Asset Management LLLP 0.47% 233,500 $1.8M
12 Integrated Capital Management, INC. 0.40% 79,086 $599K
13 Whipplewood Advisors, LLC 0.29% 73,133 $554K
14 Ellis Investment Partners, LLC 0.29% 218,539 $1.7M
15 Cove Private Wealth, LLC 0.26% 148,388 $1.1M
16 City of London Investment Management Co Ltd 0.25% 461,349 $3.5M
17 Noble Wealth Management PBC 0.21% 55,128 $417K
18 GenTrust, LLC 0.17% 507,761 $3.9M
19 Arlington Capital Management, Inc. 0.16% 37,383 $283K
20 Guggenheim Capital LLC 0.15% 2,582,043 $19.5M
21 Arkadios Wealth Advisors 0.13% 1,088,510 $8.2M
22 Allen Mooney & Barnes Investment Advisors LLC 0.11% 104,224 $789K
23 Duncker Streett & Co Inc 0.11% 74,774 $566K
24 Advisors Asset Management, Inc. 0.09% 750,161 $5.7M
25 Cypress Capital Group 0.09% 102,720 $778K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco Mun Income Fd II (PML)

What does the Smart Money Trend signal show for PML?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PML positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PML?

Slight buying edge — 52% buying: Last quarter: 79 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PML holders?

Smaller funds dominant — 17% AUM from top-100: 15 of 154 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PML?

50% of holders stayed for 2+ years: 77 out of 154 hedge funds have held PML for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pimco Mun Income Fd II (PML) following the 2026 Q1 hedge fund 13F filings?

As of today, PML has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PML has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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