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
↓ -1
Streak
2Q ▼
Buyers last Q
62%

Smart Money Signals — PML

Based on 153 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 92% of 3.0Y peak

92% of all-time peak
153 funds currently hold this stock — 92% of the 3.0-year high of 167 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+50% 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.
🟢

More buyers than sellers — 62% buying

87 buying54 selling
Last quarter: 87 funds were net buyers (20 opened a brand new position + 67 added to an existing one). Only 54 were sellers (33 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 62 → 33 → 23 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 29% medium ■ 19% new
80 out of 153 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

19 → 62 → 33 → 23 → 20 new funds/Q
New funds entering each quarter: 62 → 33 → 23 → 20. 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.
🏛️

Veteran-anchored — 59% veterans vs 31% newcomers

■ 59% veterans ■ 10% 1-2yr ■ 31% new
Entry-cohort mix of 153 holders: 91 (59%) are 2+ year veterans, 15 entered 1–2 years ago, and 47 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
14 of 153 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 87 hedge funds were net buyers of PML (20 opened a new position, 67 added to an existing one), while 54 reduced or exited (33 trimmed, 21 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 153.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.8
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 153 154 -0.65%
13F Shares 41M 40M 2.81%
Total Value $309M $294M 5.0%
New Positions 20 23 -3
Increased Positions 67 56 +11
Closed Positions 21 36 -15
Reduced Positions 33 38 -5
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 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bramshill Investments, LLC 4.52% 7,767,525 $59.1M
2 Gridiron Partners, LLC 3.32% 830,828 $6.3M
3 Robinson Capital Management, LLC 2.88% 856,682 $6.5M
4 Wagner Wealth Management, LLC 1.94% 1,379,218 $10.5M
5 Williams & Novak Wealth Management, LLC 1.70% 338,525 $2.6M
6 Rivernorth Capital Management, LLC 1.62% 4,482,914 $34.1M
7 Worthington Financial Partners, LLC 1.17% 185,833 $1.4M
8 Rareview Capital LLC 0.97% 232,046 $1.7M
9 Melfa Wealth Management, INC. 0.66% 161,692 $1.2M
10 Wakefield Asset Management LLLP 0.47% 272,029 $2.1M
11 Gill Capital Partners, LLC 0.41% 204,956 $1.6M
12 Whipplewood Advisors, LLC 0.39% 76,724 $584K
13 Hennion & Walsh Asset Management, Inc. 0.36% 1,673,808 $12.7M
14 Integrated Capital Management, INC. 0.31% 57,841 $440K
15 Noble Wealth Management PBC 0.30% 87,991 $670K
16 Ellis Investment Partners, LLC 0.26% 221,938 $1.7M
17 Cove Private Wealth, LLC 0.22% 148,388 $1.1M
18 City of London Investment Management Co Ltd 0.21% 461,349 $3.5M
19 GenTrust, LLC 0.18% 606,631 $4.6M
20 Thomas J. Herzfeld Advisors, Inc. 0.17% 73,493 $559K
21 Guggenheim Capital LLC 0.13% 2,724,581 $20.7M
22 Duncker Streett & Co Inc 0.10% 74,774 $569K
23 Advisors Asset Management, Inc. 0.10% 827,378 $6.3M
24 Cypress Capital Group 0.07% 102,720 $782K
25 Ackerman Capital Advisors, LLC 0.07% 45,017 $343K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 62% buying: Last quarter: 87 funds were net buyers (20 opened a brand new position + 67 added to an existing one). Only 54 were sellers (33 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PML holders?

Smaller funds dominant — 18% AUM from top-100: 14 of 153 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PML?

52% of holders stayed for 2+ years: 80 out of 153 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.

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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