Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco New York Mun Fd II (PNI)

56 + 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
↓ -1
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — PNI

Based on 56 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

At the ownership peak (98% of max)

98% of all-time peak
56 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 — +51% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+51% 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.
🟡

Slight buying edge — 51% buying

20 buying19 selling
Last quarter: 20 funds bought or added vs 19 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 (-49 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 1 → 53 → 4. 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.
📌

Mixed — 38% long-term, 38% new

■ 38% conviction (2yr+) ■ 25% medium ■ 38% new
Of the 56 current holders: 21 (38%) held >2 years, 14 held 1–2 years, and 21 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.
➡️

Steady discovery — ~4 new funds/quarter

9 → 3 → 1 → 53 → 4 new funds/Q
New funds entering each quarter: 3 → 1 → 53 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 39% newcomers

■ 43% veterans ■ 18% 1-2yr ■ 39% new
Entry-cohort mix of 56 holders: 24 (43%) are 2+ year veterans, 10 entered 1–2 years ago, and 22 (39%) 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
9 of 56 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.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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 Q2, 20 hedge funds were net buyers of PNI (4 opened a new position, 16 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 56.

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

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PNI
56 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 57 -1.75%
13F Shares 8M 8M 4.18%
Total Value $57M $53M 7.68%
New Positions 4 53 -49
Increased Positions 16 2 +14
Closed Positions 5 1 +4
Reduced Positions 14 0 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PNI

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Institutional Holders (2026 Q2)

56 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.76% 618,726 $4.4M
2 Closed-End Fund Advisors, Inc. 1.63% 234,876 $1.7M
3 Robinson Capital Management, LLC 1.37% 389,726 $3.1M
4 Professional Financial Management, Inc. 1.32% 183,260 $1.3M
5 Almitas Capital LLC 0.79% 467,432 $3.3M
6 Melfa Wealth Management, INC. 0.65% 169,509 $1.2M
7 Thomas J. Herzfeld Advisors, Inc. 0.50% 231,370 $1.6M
8 Rivernorth Capital Management, LLC 0.35% 1,044,735 $7.4M
9 Logan Stone Capital, LLC 0.30% 199,597 $1.4M
10 Beckerman Institutional, LLC 0.26% 75,711 $537K
11 Karpus Management, Inc. 0.23% 1,113,329 $7.9M
12 Dopkins Wealth Management, LLC 0.07% 28,646 $203K
13 Hennion & Walsh Asset Management, Inc. 0.07% 360,151 $2.6M
14 Noble Wealth Management PBC 0.07% 22,127 $157K
15 Saba Capital Management, L.P. 0.07% 369,392 $2.6M
16 Morse Asset Management, Inc 0.05% 44,223 $314K
17 Riverbridge Partners LLC 0.04% 223,041 $1.6M
18 Whitebox Advisors LLC 0.04% 387,958 $2.8M
19 Blue Bell Private Wealth Management, LLC 0.03% 33,489 $237K
20 Guggenheim Capital LLC 0.02% 512,473 $3.6M
21 Herold Advisors, Inc. 0.02% 11,871 $85K
22 Daytona Street Capital LLC 0.01% 2,588 $18K
23 Compass Financial Group, INC/SD 0.01% 16,303 $116K
24 Dakota Wealth Management 0.01% 58,507 $415K
25 Indivisible Partners 0.01% 17,250 $122K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PNI 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 PNI?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 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 PNI holders?

Smaller funds dominant — 6% AUM from top-100: 9 of 56 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 — 38% long-term, 38% new: Of the 56 current holders: 21 (38%) held >2 years, 14 held 1–2 years, and 21 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.

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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