PIMCO NEW YORK MUN FD II (PNI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PIMCO NEW YORK MUN FD II (PNI)

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

Smart Money Signals — PNI

Based on 5 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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.

🔻

Below peak — only 14% of 3.0Y high

14% of all-time peak

Only 5 funds hold PNI today versus a peak of 37 funds at 2025 Q2 — just 14% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 84% fewer funds vs a year ago

fund count last 6Q

26 fewer hedge funds hold PNI compared to a year ago (-84% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 33% buying

3 buying6 selling

Last quarter: 6 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 9 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 40% entered in last year

■ 20% conviction (2yr+) ■ 40% medium ■ 40% new

Only 1 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

6 → 5 → 9 → 3 → 1 new funds/Q

New funds entering each quarter: 5 → 9 → 3 → 1. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 60% of holders entered in last year

■ 40% veterans ■ 0% 1-2yr ■ 60% new

Of 5 current holders: 3 (60%) entered in the past year, only 2 (40%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 5 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

1.9

out of 10

Low Exit Risk

Exit risk score 1.9/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	5	10	-50.0%
13F Shares	893K	2M	-60.3%
Total Value	$6M	$16M	-60.62%
New Positions	1	3	-2
Increased Positions	2	6	-4
Closed Positions	6	30	-24
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-50.0%

13F Shares

893K

-60.3%

Total Value

$6M

$16M

-60.62%

New Positions

-2

Increased Positions

-4

Closed Positions

-24

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

5 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 14 institutional holders of PNI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MELFA WEALTH MANAGEMENT, INC.	0.67%	169,509	$1.2M
2	Catalina Capital Group, LLC	0.11%	26,206	$180K
3	DOPKINS WEALTH MANAGEMENT, LLC	0.08%	28,646	$196K
4	Financially in Tune, LLC	0.06%	10,531	$72K
5	Maltin Wealth Management, Inc.	0.06%	21,924	$150K
6	RIVERBRIDGE PARTNERS LLC	0.04%	223,261	$1.5M
7	Compass Financial Group, INC/SD	0.02%	16,303	$112K
8	Daytona Street Capital LLC	0.01%	2,588	$18K
9	Indivisible Partners	0.01%	17,250	$118K
10	Sowell Financial Services LLC	0.01%	23,500	$161K
11	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	7,538	$52K
12	IFP Advisors, Inc	0.00%	6,800	$47K
13	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	98,760	$676K
14	FNY Investment Advisers, LLC	0.00%	200	—

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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Heavy selling pressure — only 33% buying: Last quarter: 6 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PNI holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 5 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PNI?

Mostly new holders — 40% entered in last year: Only 1 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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PIMCO NEW YORK MUN FD II (PNI)

Smart Money Signals — PNI

Selling streak — 2 quarters in a row

Below peak — only 14% of 3.0Y high

Outflows — 84% fewer funds vs a year ago

Heavy selling pressure — only 33% buying

Steady new buyers — ~1 new funds per quarter

Mostly new holders — 40% entered in last year

Saturation — most institutions already know this story

Early stage — 60% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Hedge Fund Ownership: PNI

Market Analysis: PNI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PNI

Hedge Fund Positioning: PNI

Statistics: PNI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — PIMCO NEW YORK MUN FD II (PNI)

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