PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

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
Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.34%
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

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.62M
2
FFN
Focus Financial Network
Minnesota
$1.32M
3
AWM
Apollon Wealth Management
South Carolina
$964K
4
IAIM
International Assets Investment Management
Florida
$1.45M
5
JFA
Johanson Financial Advisors
California
$1.17M

Top Sellers

1
AR
Advisory Research
Illinois
$1.56M
2
BPA
Beacon Pointe Advisors
California
$9.59M
3
BF
BOK Financial
Oklahoma
$0
4
Millennium Management
Millennium Management
New York
$0
5
KA
Kovack Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$514K +$5.41K +312 +1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$491K +$2.55K +147 +0.5%
DA
28
Detalus Advisors
Missouri
$437K +$12.1K +700 +3%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$426K +$62.8K +3,627 +17%
Truist Financial
30
Truist Financial
North Carolina
$396K -$73.9K -4,270 -16%
SSWM
31
Sheets Smith Wealth Management
North Carolina
$374K – – –
GWSG
32
GPS Wealth Strategies Group
Colorado
$360K -$72.2K -4,170 -17%
MML Investors Services
33
MML Investors Services
Massachusetts
$352K -$6.58K -380 -2%
GC
34
Guggenheim Capital
Illinois
$352K +$312 +18 +0.1%
IWM
35
IHT Wealth Management
Illinois
$345K -$6.18K -357 -2%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$315K – – –
Creative Planning
37
Creative Planning
Kansas
$299K +$299K +17,271 New
OC
38
Oppenheimer & Co
New York
$284K +$971 +56 +0.3%
PFS
39
Prospera Financial Services
Texas
$279K +$279K +16,088 New
CWM
40
Collaborative Wealth Management
Florida
$234K +$234K +14,849 New
BA
41
Bridge Advisory
California
$205K +$205K +11,852 New
Stifel Financial
42
Stifel Financial
Missouri
$190K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$162K – – –
CPWM
44
Cypress Point Wealth Management
Texas
$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 +$104K +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 -$14.9K -870 -20%
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