PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

62 hedge funds and large institutions have $43.2M invested in PIMCO Corporate & Income Strategy Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
$1.37M
2
Ameriprise
Ameriprise
Minnesota
$2.41M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$847K
4
MML Investors Services
MML Investors Services
Massachusetts
$1.18M
5
CWM
Cornerstone Wealth Management
Missouri
$270K

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
$0
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$144K
3
UBS Group
UBS Group
Switzerland
$5.34M
4
AG
Advisor Group
Arizona
$1.31M
5
Invesco
Invesco
Georgia
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$283K +$28.7K +1,636 +11%
Truist Financial
27
Truist Financial
North Carolina
$277K – – –
CWM
28
Cornerstone Wealth Management
Missouri
$270K +$270K +4,790 New
DWM
29
Dynasty Wealth Management
Florida
$268K +$53.5K +3,044 +25%
PA
30
Planning Alternatives
Michigan
$250K – – –
Stifel Financial
31
Stifel Financial
Missouri
$248K +$22.6K +1,273 +10%
RRWA
32
Rainey & Randall Wealth Advisors
Florida
$214K – – –
TCM
33
Traynor Capital Management
Pennsylvania
$196K -$63K -3,568 -24%
SBH
34
Segall Bryant & Hamill
Illinois
$180K – – –
HK
35
Horizon Kinetics
New York
$180K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$144K -$219K -12,480 -60%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$127K +$109K +6,227 +623%
FPB
38
First PREMIER Bank
South Dakota
$111K -$9.2K -526 -8%
GRP
39
Global Retirement Partners
California
$105K +$3.07K +174 +3%
IA
40
IFP Advisors
Florida
$104K – – –
CF
41
Centaurus Financial
California
$91K +$91K +5,200 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$88K – – –
NMC
43
Nine Masts Capital
Hong Kong
$88K +$88K +5,000 New
EFSCE
44
Enterprise Financial Services Corp (EFSC)
Missouri
$64K – – –
SF
45
Synovus Financial
Georgia
$56K – – –
FIB
46
First Interstate Bank
Montana
$46K +$10.6K +600 +30%
WOC
47
West Oak Capital
California
$36.9K – – –
LA
48
Legacy Advisors
Pennsylvania
$35K +$35K +1,973 New
ASN
49
Advisory Services Network
Georgia
$34K – – –
TFA
50
Toth Financial Advisory
Virginia
$31K -$29K – –
1
2
3