PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

72 hedge funds and large institutions have $51.5M invested in PIMCO Corporate & Income Strategy Fund in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
N
1
Natixis
France
$2.49M
2
LPL Financial
2
LPL Financial
California
$2.9M
3
JFA
3
Johanson Financial Advisors
California
$735K
4
FIA
4
Foundations Investment Advisors
Arizona
$610K
5
IAA
5
Independent Advisor Alliance
North Carolina
$358K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.08M
2
Bank of America
2
Bank of America
North Carolina
$2.14M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$553K
4
BF
4
BOK Financial
Oklahoma
$787K
5
CAN
5
Claraphi Advisory Network
United States
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
26
Trek Financial
Arizona
$558K +$20.5K +1,070 +4%
MML Investors Services
27
MML Investors Services
Massachusetts
$553K -$271K -14,163 -33%
DA
28
Detalus Advisors
Missouri
$542K +$542K +28,338 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$532K -$32.7K -1,713 -6%
Truist Financial
30
Truist Financial
North Carolina
$504K +$180K +9,430 +56%
GC
31
Guggenheim Capital
Illinois
$447K -$14.8K -774 -3%
SSWM
32
Sheets Smith Wealth Management
North Carolina
$420K – – –
MAFM
33
Mid Atlantic Financial Management
Pennsylvania
$411K -$54.3K -2,840 -12%
IAA
34
Independent Advisor Alliance
North Carolina
$358K +$358K +18,706 New
IWM
35
IHT Wealth Management
Illinois
$356K +$13.8K +720 +4%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$348K – – –
AAS
37
Avantax Advisory Services
Texas
$346K +$346K +18,056 New
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$328K -$4.5K -235 -1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$328K – – –
Stifel Financial
40
Stifel Financial
Missouri
$302K +$15.2K +800 +5%
PA
41
Planning Alternatives
Michigan
$272K – – –
RJA
42
Raymond James & Associates
Florida
$220K +$25.8K +1,350 +13%
FAAS
43
First Allied Advisory Services
California
$212K -$30.1K -1,585 -12%
EWM
44
EPG Wealth Management
Georgia
$171K +$171K +8,945 New
WOC
45
West Oak Capital
California
$153K +$68.9K +3,600 +82%
CFGS
46
Concourse Financial Group Securities
Alabama
$146K +$92.1K +4,790 +171%
CFB
47
Cullen/Frost Bankers
Texas
$96K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$96K – – –
FPB
49
First PREMIER Bank
South Dakota
$95K -$11.9K -625 -11%
AIC
50
Ameritas Investment Company
Nebraska
$72K – – –
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