PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

73 hedge funds and large institutions have $66M invested in PIMCO Corporate & Income Strategy Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
9
Increased
21
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$4.25M
2
AF
2
Allworth Financial
California
$2.25M
3
BA
3
Bridge Advisory
California
$5.37M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.77M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.64M

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$3.13M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$1.16M
4
UBS Group
4
UBS Group
Switzerland
$1.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$674K +$65K +4,127 +11%
KAS
27
Kestra Advisory Services
Texas
$642K +$3.06K +194 +0.5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$474K +$61.2K +3,888 +15%
Truist Financial
29
Truist Financial
North Carolina
$456K -$755 -48 -0.2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$427K +$18.6K +1,183 +5%
DA
31
Detalus Advisors
Missouri
$367K -$36.2K -2,301 -9%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$307K +$1.34K +85 +0.4%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$286K – – –
GM
34
GeoWealth Management
Illinois
$270K +$45.7K +2,896 +20%
OC
35
Oppenheimer & Co
New York
$256K +$1.62K +103 +0.6%
IWM
36
IHT Wealth Management
Illinois
$248K +$15.3K +974 +7%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$238K -$7.88K -500 -3%
GWSG
38
GPS Wealth Strategies Group
Colorado
$227K +$3.46K +220 +2%
SC
39
SouthState Corp
Florida
$206K – – –
CA
40
CoreCap Advisors
Michigan
$198K +$7.47K +475 +4%
AWM
41
Axxcess Wealth Management
California
$196K – – –
DWM
42
Darwin Wealth Management
Florida
$167K +$167K +10,621 New
Stifel Financial
43
Stifel Financial
Missouri
$162K -$11K -700 -6%
KA
44
Kovack Advisors
Florida
$162K +$162K +10,309 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$123K – – –
AA
46
Ancora Advisors
Ohio
$70K +$59.6K +3,800 +571%
WOC
47
West Oak Capital
California
$66K -$78.6K -5,000 -54%
GWM
48
Geneos Wealth Management
Colorado
$52K – – –
IA
49
IFP Advisors
Florida
$45K +$45K +2,500 New
BCMLT
50
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K +$45K +2,885 New
1
2
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