PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

77 hedge funds and large institutions have $49.3M invested in PIMCO Corporate & Income Strategy Fund in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.36M
2
GC
2
Guggenheim Capital
Illinois
$473K
3
BA
3
Bridge Advisory
California
$4.86M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$5.04M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.48M

Top Sellers

1
GL
1
GHE LLC
Tennessee
$0
2
BPA
2
Beacon Pointe Advisors
California
$1.1M
3
LPL Financial
3
LPL Financial
California
$2.84M
4
AWM
4
Apollon Wealth Management
South Carolina
$275K
5
AF
5
Allworth Financial
California
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$463K -$141K -11,076 -23%
Truist Financial
27
Truist Financial
North Carolina
$370K +$3.6K +285 +1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$359K +$15.4K +1,217 +4%
DA
29
Detalus Advisors
Missouri
$295K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$281K +$34.9K +2,761 +14%
AWM
31
Apollon Wealth Management
South Carolina
$275K -$307K -24,272 -53%
GM
32
GeoWealth Management
Illinois
$269K +$51.9K +4,090 +24%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$230K – – –
OC
34
Oppenheimer & Co
New York
$214K +$8.6K +681 +4%
IWM
35
IHT Wealth Management
Illinois
$193K -$6.54K -517 -3%
SSWM
36
Sheets Smith Wealth Management
North Carolina
$191K – – –
DWM
37
Darwin Wealth Management
Florida
$185K +$35.4K +2,509 +24%
SC
38
SouthState Corp
Florida
$165K – – –
CA
39
CoreCap Advisors
Michigan
$159K – – –
CWM
40
Collaborative Wealth Management
Florida
$157K +$157K +12,448 New
AWM
41
Axxcess Wealth Management
California
$156K -$1.64K -129 -1%
Stifel Financial
42
Stifel Financial
Missouri
$156K +$25.6K +2,022 +20%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$152K +$152K +12,000 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$144K +$144K +11,394 New
GWSG
45
GPS Wealth Strategies Group
Colorado
$138K -$44.1K -3,495 -24%
PAG
46
Private Advisor Group
New Jersey
$131K +$131K +10,332 New
Nomura Holdings
47
Nomura Holdings
Japan
$128K +$128K +10,000 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$98K – – –
BFPW
49
BOK Financial Private Wealth
Colorado
$84K +$84K +6,602 New
AA
50
Ancora Advisors
Ohio
$56K – – –
1
2
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