PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

67 hedge funds and large institutions have $57.1M invested in PIMCO Corporate & Income Strategy Fund in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$10M
2
AR
2
Advisory Research
Illinois
$3.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.06M
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
Stifel Financial
5
Stifel Financial
Missouri
$189K

Top Sellers

1
AWM
1
Apollon Wealth Management
South Carolina
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$5.25M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.74M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$1.35M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Detalus Advisors
Missouri
$423K -$9.48K -550 -2%
BF
27
BOK Financial
Oklahoma
$419K -$52.7K -3,058 -11%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$397K -$27.4K -1,589 -6%
SSWM
29
Sheets Smith Wealth Management
North Carolina
$372K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$362K +$11.4K +659 +3%
MML Investors Services
31
MML Investors Services
Massachusetts
$357K -$16.2K -942 -4%
IWM
32
IHT Wealth Management
Illinois
$350K -$241K -13,963 -41%
GC
33
Guggenheim Capital
Illinois
$350K -$1.17K -68 -0.3%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$314K – – –
OC
35
Oppenheimer & Co
New York
$281K +$1.65K +96 +0.6%
Stifel Financial
36
Stifel Financial
Missouri
$189K +$189K +10,937 New
Millennium Management
37
Millennium Management
New York
$179K +$179K +10,400 New
KA
38
Kovack Advisors
Florida
$174K – – –
CPWM
39
Cypress Point Wealth Management
Texas
$162K +$162K +9,369 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$161K -$34 -2 -0%
WOC
41
West Oak Capital
California
$138K +$17.3K +1,000 +14%
RCA
42
Ranch Capital Advisors
Florida
$113K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$92K -$39.8K -2,290 -30%
ASN
44
Advisory Services Network
Georgia
$78K – – –
FPB
45
First PREMIER Bank
South Dakota
$73K – – –
Citigroup
46
Citigroup
New York
$57K – – –
GWM
47
Geneos Wealth Management
Colorado
$56K – – –
NL
48
NVWM LLC
Pennsylvania
$44K – – –
ED
49
Exane Derivatives
France
$29.3K – – –
HIA
50
Harbor Investment Advisory
Maryland
$29K +$29K +1,659 New
1
2
3