Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco New York Mun Fd II (PNI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +52
Streak
1Q ▲
Buyers last Q
98%

Smart Money Signals — PNI

Based on 57 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PNI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
57 hedge funds hold PNI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +78% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+78% 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. The peak was reached in just 1 quarters from the low — a sharp move.
🟢

More buyers than sellers — 98% buying

55 buying1 selling
Last quarter: 55 funds were net buyers (53 opened a brand new position + 2 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+52 vs last Q)

new funds entering per quarter
Funds opening a new PNI position: 9 → 3 → 1 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 42% new

■ 35% conviction (2yr+) ■ 23% medium ■ 42% new
Of the 57 current holders: 20 (35%) held >2 years, 13 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

5 → 9 → 3 → 1 → 53 new funds/Q
New funds entering each quarter: 9 → 3 → 1 → 53. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 46% veterans vs 40% newcomers

■ 46% veterans ■ 14% 1-2yr ■ 40% new
Entry-cohort mix of 57 holders: 26 (46%) are 2+ year veterans, 8 entered 1–2 years ago, and 23 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
10 of 57 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — PNI

In 2026 Q1, 55 hedge funds were net buyers of PNI (53 opened a new position, 2 added to an existing one), while 1 reduced or exited (1 sold completely) — a 98% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +52 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: PNI

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

Market Analysis: PNI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PNI

-- --

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

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

Signal Freshness measures how much PNI 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 · 78d ago
PNI
+2.3%
XLF
+1220.3%

PNI outperformed XLF by -1218.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PNI
+1.4%
XLF
+4.8%

Since the filing became public, PNI outperformed XLF by -3.4% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: PNI
57 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 57 5 1040.0%
13F Shares 8M 893K 765.02%
Total Value $53M $6M 758.49%
New Positions 53 1 +52
Increased Positions 2 2 -
Closed Positions 1 6 -5
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PNI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

57 + investors

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

QUARTER:
Top 25 PNI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.81% 618,726 $4.2M
2 Closed-End Fund Advisors, Inc. 1.64% 235,718 $1.6M
3 Professional Financial Management, Inc. 1.43% 182,736 $1.3M
4 Robinson Capital Management, LLC 0.94% 285,882 $2.2M
5 Almitas Capital LLC 0.76% 488,740 $3.3M
6 Logan Stone Capital, LLC 0.68% 355,556 $2.4M
7 Melfa Wealth Management, INC. 0.67% 169,509 $1.2M
8 Rivernorth Capital Management, LLC 0.36% 1,057,865 $7.2M
9 Beckerman Institutional, LLC 0.28% 75,711 $519K
10 Thomas J. Herzfeld Advisors, Inc. 0.18% 75,124 $515K
11 Karpus Management, Inc. 0.16% 735,635 $5.0M
12 Catalina Capital Group, LLC 0.11% 26,206 $180K
13 Morse Asset Management, Inc 0.09% 61,825 $424K
14 Hennion & Walsh Asset Management, Inc. 0.08% 363,389 $2.5M
15 Saba Capital Management, L.P. 0.08% 434,145 $3.0M
16 Dopkins Wealth Management, LLC 0.08% 28,646 $196K
17 Financially in Tune, LLC 0.06% 10,531 $72K
18 Maltin Wealth Management, Inc. 0.06% 21,924 $150K
19 Riverbridge Partners LLC 0.04% 223,261 $1.5M
20 Blue Bell Private Wealth Management, LLC 0.03% 33,489 $229K
21 Whitebox Advisors LLC 0.03% 387,958 $2.7M
22 Guggenheim Capital LLC 0.03% 496,773 $3.4M
23 Herold Advisors, Inc. 0.02% 11,385 $78K
24 Compass Financial Group, INC/SD 0.02% 16,303 $112K
25 Daytona Street Capital LLC 0.01% 2,588 $18K
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 New York Mun Fd II (PNI)

What does the Smart Money Trend signal show for PNI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PNI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PNI?

More buyers than sellers — 98% buying: Last quarter: 55 funds were net buyers (53 opened a brand new position + 2 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PNI holders?

Smaller funds dominant — 6% AUM from top-100: 10 of 57 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PNI?

Mixed — 35% long-term, 42% new: Of the 57 current holders: 20 (35%) held >2 years, 13 held 1–2 years, and 24 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, PNI has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -3.4%. Since the quarter end (March 31, 2026), PNI has gained +2.3% vs +1220.3% 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.

Full history →