PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

61 hedge funds and large institutions have $39.2M invested in PIMCO Corporate & Income Strategy Fund in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$867K
3
CWP
3
Capital Wealth Planning
Florida
$427K
4
AI
4
Atria Investments
North Carolina
$414K
5
Jane Street
5
Jane Street
New York
$369K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
BF
2
BOK Financial
Oklahoma
$988K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.16M
4
STA
4
Summit Trail Advisors
New York
$0
5
RRWA
5
Rainey & Randall Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$332K -$31.8K -1,858 -9%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$328K -$47.4K -2,774 -13%
SWP
28
Stratos Wealth Partners
Ohio
$328K +$17.3K +1,010 +6%
TF
29
Trek Financial
Arizona
$319K +$319K +18,627 New
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$311K +$311K +18,185 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$293K -$13.5K -791 -4%
Truist Financial
32
Truist Financial
North Carolina
$290K +$16K +933 +6%
Stifel Financial
33
Stifel Financial
Missouri
$249K -$13.7K -800 -5%
PA
34
Planning Alternatives
Michigan
$244K – – –
HR
35
Hayden Royal
North Carolina
$232K +$232K +13,064 New
FAAS
36
First Allied Advisory Services
California
$210K – – –
KA
37
Kovack Advisors
Florida
$206K – – –
BCA
38
Bay Colony Advisors
Massachusetts
$180K +$180K +10,530 New
Citigroup
39
Citigroup
New York
$174K +$154K +8,993 +757%
TRCT
40
Tower Research Capital (TRC)
New York
$162K +$162K +9,452 New
CFGS
41
Concourse Financial Group Securities
Alabama
$144K -$6.91K -400 -5%
CL
42
CSS LLC
Illinois
$103K +$103K +6,000 New
FPB
43
First PREMIER Bank
South Dakota
$96K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$86K – – –
EFSCE
45
Enterprise Financial Services Corp (EFSC)
Missouri
$62K – – –
GWM
46
Geneos Wealth Management
Colorado
$56K – – –
SF
47
Synovus Financial
Georgia
$54K – – –
WOC
48
West Oak Capital
California
$53K – – –
QCIG
49
Quad-Cities Investment Group
Iowa
$51K +$18.2K +1,072 +56%
NL
50
NVWM LLC
Pennsylvania
$43K +$43K +2,510 New
1
2
3