We are live on ! Find out more
PCN

PIMCO Corporate & Income Strategy Fund

60 hedge funds and large institutions have $53.7M invested in PIMCO Corporate & Income Strategy Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.33% less ownership

Funds ownership: 9.42%9.09% (-0.33%)

4% less capital invested

Capital invested by funds: $56M → $53.7M (-$2.24M)

2% less funds holding

Funds holding: 6160 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
20
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
26
Traynor Capital Management
Pennsylvania
$352K +$29K +1,875 +9%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$311K +$49.7K +3,217 +19%
HK
28
Horizon Kinetics
New York
$305K -$33.5K -2,164 -10%
MIAN
29
Mariner Independent Advisor Network
Kansas
$276K +$278K +18,001 New
SI
30
SII Investments
Wisconsin
$253K +$1.36K +88 +0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$237K -$22.3K -1,442 -9%
IA
32
IFP Advisors
Florida
$214K +$79.5K +5,144 +58%
PA
33
Planning Alternatives
Michigan
$188K
Creative Planning
34
Creative Planning
Kansas
$187K +$133K +8,600 +238%
SB
35
Suntrust Banks
Georgia
$172K
RJA
36
Raymond James & Associates
Florida
$166K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$162K +$163K +10,553 New
BA
38
Boston Advisors
Massachusetts
$160K -$11.3K -730 -7%
Ameriprise
39
Ameriprise
Minnesota
$158K +$177K +11,421 New
FPB
40
First PREMIER Bank
South Dakota
$150K +$151K +9,755 New
WA
41
WFG Advisors
Texas
$97K +$69.6K +4,500 +250%
SF
42
Synovus Financial
Georgia
$86K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$80K
AOWM
44
Alpha Omega Wealth Management
Virginia
$71K
BKA
45
Brick & Kyle Associates
Pennsylvania
$67K
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$56K
AWMS
47
Advocacy Wealth Management Services
Georgia
$46K -$7.73K -500 -14%
GWM
48
Geneos Wealth Management
Colorado
$32K -$4.45K -288 -12%
ASN
49
Advisory Services Network
Georgia
$29K
SSB
50
Sandy Spring Bank
Maryland
$25K

PCN Hedge Fund Activity: Q3 2016 in Review

60 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q3 2016, worth a combined $53.7M — down 4% from $56M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PCN and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 20 added.

The largest buyer was Bank of America, adding an estimated $680K. The largest seller was Bessemer Group, cutting an estimated $1.99M.

  • 60 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q3 2016, down from 61 in Q2 2016.
  • Funds reported $53.7M of PIMCO Corporate & Income Strategy Fund stock for Q3 2016, down 4% quarter-over-quarter.
  • 5 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q3 2016 and 6 closed out, a net change of -1 holder.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q3 2016 was Bank of America, an estimated $680K added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q3 2016 was Bessemer Group, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2016.