PCN

PIMCO Corporate & Income Strategy Fund
PCN

Overview Fund Activity

80 hedge funds and large institutions have $59.2M invested in PIMCO Corporate & Income Strategy Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.29%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
25
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.04M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.23M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.15M
4
AWS
4
Atria Wealth Solutions
New York
$1.3M
5
VF
5
Virtu Financial
New York
$369K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.23M
4
BPA
4
Beacon Pointe Advisors
California
$507K
5
CAN
5
Cetera Advisor Networks
California
$809K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$556K -$7.03K -593 -1%
BPA
27
Beacon Pointe Advisors
California
$507K -$343K -28,938 -40%
SWP
28
Stratos Wealth Partners
Ohio
$478K -$61.5K -5,193 -11%
SWP
29
Semus Wealth Partners
Florida
$383K +$383K +32,355 New
VF
30
Virtu Financial
New York
$369K +$369K +31,154 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$360K +$20.6K +1,741 +6%
Truist Financial
32
Truist Financial
North Carolina
$348K – – –
Millennium Management
33
Millennium Management
New York
$327K +$327K +27,636 New
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$292K -$11.9K -1,000 -4%
GL
35
GHE LLC
Tennessee
$282K +$36K +3,000 +15%
DA
36
Detalus Advisors
Missouri
$269K – – –
AWM
37
Apollon Wealth Management
South Carolina
$257K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$246K -$7.25K -612 -3%
OC
39
Oppenheimer & Co
New York
$244K +$23.3K +1,963 +11%
SVWAG
40
Sound View Wealth Advisors Group
Georgia
$224K +$224K +18,036 New
EC
41
Elequin Capital
New York
$187K +$187K +15,820 New
BAG
42
Bridgewealth Advisory Group
California
$165K +$165K +13,911 New
SSWM
43
Sheets Smith Wealth Management
North Carolina
$163K -$11.3K -950 -6%
CWM
44
Collaborative Wealth Management
Florida
$159K +$11.9K +1,001 +8%
SC
45
SouthState Corp
Florida
$155K – – –
Stifel Financial
46
Stifel Financial
Missouri
$150K – – –
CA
47
CoreCap Advisors
Michigan
$149K -$59 -5 -0%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$138K +$4.44K +375 +3%
MCC
49
Money Concepts Capital
Florida
$135K +$135K +11,417 New
IWM
50
IHT Wealth Management
Illinois
$135K -$22.1K -1,867 -14%
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