PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

79 hedge funds and large institutions have $56.2M invested in PIMCO Corporate & Income Strategy Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
12
Increased
19
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bridge Advisory
California
$6.04M
2
PCM
2
Penserra Capital Management
California
$1.54M
3
RCM
3
Rivernorth Capital Management
Florida
$1.06M
4
IAIM
4
International Assets Investment Management
Florida
$816K
5
GC
5
Guggenheim Capital
Illinois
$1.07M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.01M
2
ACM
2
Anfield Capital Management
California
$0
3
SVWAG
3
Sound View Wealth Advisors Group
Georgia
$0
4
BPA
4
Beacon Pointe Advisors
California
$848K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$543K +$45.9K +3,876 +9%
SWP
27
Stratos Wealth Partners
Ohio
$539K -$17.2K -1,449 -3%
KAS
28
Kestra Advisory Services
Texas
$477K -$132K -11,108 -22%
Truist Financial
29
Truist Financial
North Carolina
$348K +$1.28K +108 +0.4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$339K +$3.16K +267 +0.9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$309K -$173K -14,592 -36%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$303K +$303K +25,600 New
DA
33
Detalus Advisors
Missouri
$269K -$7.17K -605 -3%
AWM
34
Apollon Wealth Management
South Carolina
$257K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$253K -$10.4K -876 -4%
GL
36
GHE LLC
Tennessee
$241K +$241K +20,500 New
GM
37
GeoWealth Management
Illinois
$239K -$13.1K -1,106 -5%
WP
38
WealthSpring Partners
California
$237K +$237K +20,008 New
OC
39
Oppenheimer & Co
New York
$220K +$19.4K +1,638 +10%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$178K +$178K +14,993 New
SSWM
41
Sheets Smith Wealth Management
North Carolina
$174K -$4.74K -400 -3%
IWM
42
IHT Wealth Management
Illinois
$157K -$23.7K -2,003 -13%
DWM
43
Darwin Wealth Management
Florida
$155K – – –
SC
44
SouthState Corp
Florida
$155K – – –
Stifel Financial
45
Stifel Financial
Missouri
$150K +$3.91K +330 +3%
CA
46
CoreCap Advisors
Michigan
$149K – – –
CWM
47
Collaborative Wealth Management
Florida
$147K – – –
PAG
48
Private Advisor Group
New Jersey
$142K +$19.6K +1,655 +16%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$133K -$1.69K -143 -1%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$92K – – –
1
2
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