PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

77 hedge funds and large institutions have $61.3M invested in PIMCO Corporate & Income Strategy Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
17
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$940K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.33M
3
JFA
3
Johanson Financial Advisors
California
$2.42M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$894K
5
Morgan Stanley
5
Morgan Stanley
New York
$6.24M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.43M
2
BPA
2
Beacon Pointe Advisors
California
$4.71M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
HI
4
Harbour Investments
Wisconsin
$61K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$497K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$449K -$1.16K -68 -0.3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$444K +$22.8K +1,332 +5%
DA
29
Detalus Advisors
Missouri
$438K -$12.7K -740 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$332K -$106K -6,202 -24%
VF
31
Virtu Financial
New York
$329K +$329K +19,247 New
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$311K – – –
OC
33
Oppenheimer & Co
New York
$277K +$1.54K +90 +0.6%
CWM
34
Collaborative Wealth Management
Florida
$271K +$271K +15,849 New
SSWM
35
Sheets Smith Wealth Management
North Carolina
$267K – – –
IWM
36
IHT Wealth Management
Illinois
$253K -$40.6K -2,378 -14%
GWSG
37
GPS Wealth Strategies Group
Colorado
$243K -$5.13K -300 -2%
GM
38
GeoWealth Management
Illinois
$243K +$64.9K +3,801 +36%
SC
39
SouthState Corp
Florida
$224K +$224K +13,067 New
AWM
40
Axxcess Wealth Management
California
$213K +$213K +12,441 New
CA
41
CoreCap Advisors
Michigan
$207K +$207K +12,117 New
Stifel Financial
42
Stifel Financial
Missouri
$188K -$4.83K -283 -3%
WOC
43
West Oak Capital
California
$157K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$133K -$26.7K -1,563 -17%
CF
45
Centaurus Financial
California
$110K +$110K +6,430 New
CFGS
46
Concourse Financial Group Securities
Alabama
$75K -$17.4K -1,000 -19%
HI
47
Harbour Investments
Wisconsin
$61K -$669K -39,363 -92%
GWM
48
Geneos Wealth Management
Colorado
$56K – – –
CA
49
Cornerstone Advisory
Maryland
$52K +$52K +3,000 New
FPB
50
First PREMIER Bank
South Dakota
$48K -$9.34K -550 -16%
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