PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

66 hedge funds and large institutions have $49.5M invested in PIMCO Corporate & Income Strategy Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$5.49M
2
ACM
2
Anfield Capital Management
California
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.78M
4
AWM
4
Apollon Wealth Management
South Carolina
$341K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$479K

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$0
2
IWM
2
IHT Wealth Management
Illinois
$561K
3
FIA
3
Foundations Investment Advisors
Arizona
$0
4
AI
4
Atria Investments
North Carolina
$0
5
TF
5
Trek Financial
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$359K +$22.7K +1,436 +7%
Truist Financial
27
Truist Financial
North Carolina
$354K -$11.5K -727 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$351K -$27.1K -1,713 -7%
MML Investors Services
29
MML Investors Services
Massachusetts
$347K +$5.61K +355 +2%
SSWM
30
Sheets Smith Wealth Management
North Carolina
$342K – – –
AWM
31
Apollon Wealth Management
South Carolina
$341K +$341K +21,567 New
GC
32
Guggenheim Capital
Illinois
$331K +$65.1K +4,116 +24%
AAS
33
Avantax Advisory Services
Texas
$308K +$63 +4 +0%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$288K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$271K – – –
OC
36
Oppenheimer & Co
New York
$242K +$5.91K +374 +3%
PA
37
Planning Alternatives
Michigan
$241K +$241K +15,250 New
FAAS
38
First Allied Advisory Services
California
$232K -$41K -2,590 -15%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$220K -$53.6K -3,380 -20%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$184K +$184K +11,641 New
Stifel Financial
41
Stifel Financial
Missouri
$176K – – –
KA
42
Kovack Advisors
Florida
$160K – – –
WOC
43
West Oak Capital
California
$136K +$9.49K +600 +8%
CFGS
44
Concourse Financial Group Securities
Alabama
$121K – – –
RCA
45
Ranch Capital Advisors
Florida
$107K +$107K +6,600 +94,286%
FPB
46
First PREMIER Bank
South Dakota
$67K – – –
EFSCE
47
Enterprise Financial Services Corp (EFSC)
Missouri
$58K – – –
GWM
48
Geneos Wealth Management
Colorado
$52K – – –
Citigroup
49
Citigroup
New York
$52K – – –
SF
50
Synovus Financial
Georgia
$42K -$152K -9,632 -78%
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