PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

65 hedge funds and large institutions have $51.5M invested in PIMCO Corporate & Income Strategy Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$6.57M
2
AWM
2
Apollon Wealth Management
South Carolina
$916K
3
LPL Financial
3
LPL Financial
California
$2.86M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.25M
5
CAN
5
Cetera Advisor Networks
California
$1.41M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.19M
2
ED
2
Exane Derivatives
France
$26.5K
3
ACM
3
Anfield Capital Management
California
$1.29M
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$448K -$24.6K -1,577 -5%
BF
27
BOK Financial
Oklahoma
$428K -$157K -10,052 -27%
Truist Financial
28
Truist Financial
North Carolina
$423K +$74K +4,748 +21%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$398K +$31.6K +1,955 +9%
DA
30
Detalus Advisors
Missouri
$392K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$338K -$4.86K -311 -1%
SSWM
32
Sheets Smith Wealth Management
North Carolina
$337K – – –
GC
33
Guggenheim Capital
Illinois
$318K -$8.85K -567 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$317K -$28.7K -1,838 -8%
SVWAG
35
Sound View Wealth Advisors Group
Georgia
$284K – – –
OC
36
Oppenheimer & Co
New York
$253K +$14K +895 +6%
PA
37
Planning Alternatives
Michigan
$238K – – –
JFA
38
Johanson Financial Advisors
California
$224K +$224K +13,980 New
FAAS
39
First Allied Advisory Services
California
$206K -$22.6K -1,450 -10%
JWCA
40
J.W. Cole Advisors
Florida
$161K +$161K +10,313 New
KA
41
Kovack Advisors
Florida
$157K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$146K -$122K -7,784 -45%
CFGS
43
Concourse Financial Group Securities
Alabama
$119K – – –
WOC
44
West Oak Capital
California
$109K -$24.9K -1,600 -19%
RCA
45
Ranch Capital Advisors
Florida
$103K – – –
PFS
46
Prospera Financial Services
Texas
$82K +$82K +5,280 New
ASN
47
Advisory Services Network
Georgia
$71K +$71K +4,521 New
FPB
48
First PREMIER Bank
South Dakota
$66K – – –
Citigroup
49
Citigroup
New York
$52K – – –
GWM
50
Geneos Wealth Management
Colorado
$50K – – –
1
2
3