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PCN

PIMCO Corporate & Income Strategy Fund
PCN

76 hedge funds and large institutions have $62.8M invested in PIMCO Corporate & Income Strategy Fund in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

13% more funds holding

Funds holding: 67 → 76 (+9)

10% more capital invested

Capital invested by funds: $57.1M → $62.8M (+$5.73M)

0.63% more ownership

Funds ownership: 8.27% → 8.9% (+0.63%)

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.82M
2
FFN
Focus Financial Network
Minnesota
+$1.31M
3
AWM
Apollon Wealth Management
South Carolina
+$960K
4
IAIM
International Assets Investment Management
Florida
+$752K
5
JFA
Johanson Financial Advisors
California
+$715K

Top Sellers

Rank Fund Capital Flow
1
AR
Advisory Research
Illinois
-$1.55M
2
BPA
Beacon Pointe Advisors
California
-$465K
3
BF
BOK Financial
Oklahoma
-$419K
4
Millennium Management
Millennium Management
New York
-$179K
5
KA
Kovack Advisors
Florida
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$514K +$5.38K +312 +1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$491K +$2.53K +147 +0.5%
DA
28
Detalus Advisors
Missouri
$437K +$12.1K +700 +3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$426K +$62.5K +3,627 +17%
Truist Financial
30
Truist Financial
North Carolina
$396K -$73.6K -4,270 -16%
SSWM
31
Sheets Smith Wealth Management
North Carolina
$374K – – –
GWSG
32
GPS Wealth Strategies Group
Colorado
$360K -$71.9K -4,170 -17%
MML Investors Services
33
MML Investors Services
Massachusetts
$352K -$6.55K -380 -2%
GC
34
Guggenheim Capital
Illinois
$352K +$310 +18 +0.1%
IWM
35
IHT Wealth Management
Illinois
$345K -$6.16K -357 -2%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$315K – – –
Creative Planning
37
Creative Planning
Kansas
$299K +$298K +17,271 New
OC
38
Oppenheimer & Co
New York
$284K +$965 +56 +0.3%
PFS
39
Prospera Financial Services
Texas
$279K +$277K +16,088 New
CWM
40
Collaborative Wealth Management
Florida
$234K +$256K +14,849 New
BA
41
Bridge Advisory
California
$205K +$204K +11,852 New
Stifel Financial
42
Stifel Financial
Missouri
$190K – – –
CPWM
43
Cypress Point Wealth Management
Texas
$162K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$162K – – –
WOC
45
West Oak Capital
California
$159K +$20.7K +1,200 +15%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$106K +$106K +6,135 New
NFG
47
Next Financial Group
Texas
$104K +$103K +6,000 New
CFGS
48
Concourse Financial Group Securities
Alabama
$92K – – –
GWM
49
Geneos Wealth Management
Colorado
$59K – – –
FPB
50
First PREMIER Bank
South Dakota
$58K -$15K -870 -20%
1
2
3 4

PCN Hedge Fund Activity: Q1 2021 in Review

76 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Strategy Fund (PCN) for Q1 2021, worth a combined $62.8M — up 10% from $57.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PCN positions and 6 closed out — a net gain of 9 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.82M. The largest seller was Advisory Research, cutting an estimated $1.55M.

  • 76 institutional investors held PIMCO Corporate & Income Strategy Fund (PCN) as of Q1 2021, up from 67 in Q4 2020.
  • Funds reported $62.8M of PIMCO Corporate & Income Strategy Fund stock for Q1 2021, up 10% quarter-over-quarter.
  • 15 funds opened new PIMCO Corporate & Income Strategy Fund positions in Q1 2021 and 6 closed out, a net change of +9 holders.
  • The largest PIMCO Corporate & Income Strategy Fund buyer in Q1 2021 was Janney Montgomery Scott, an estimated $1.82M added.
  • The largest PIMCO Corporate & Income Strategy Fund seller in Q1 2021 was Advisory Research, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2021.